Original filing (PDF)20251014094834NAL0005337362002

LIONHEART CHILDREN'S ACADEMY

Name: LIONHEART CHILDREN'S ACADEMY — LIONHEART CHILDREN'S ACADEMY 403(B) RETIREMENT PLA, Form 5500 (2024)
Creator: LIONHEART CHILDREN'S ACADEMY

Form 5500-SF

FILING_RECEIVED

LIONHEART CHILDREN'S ACADEMY 403(B) RETIREMENT PLA

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

794

Accounts w/ balance

108

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIONHEART CHILDREN'S ACADEMY.

Plan sponsor

Name

LIONHEART CHILDREN'S ACADEMY

EIN

46-4093705

Address

PO BOX 210663 · BEDFORD, TX · 760957663

Phone

(817) 840-6718

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

ARIZONA SCHOOL BOARDS ASSOCIATION, INC.

ARIZONA SCHOOL BOARDS ASSOCIATION, INC. RETIREMENT PLAN

$3.4M · 11 participants

NATIONAL SLEEP FOUNDATION

NATIONAL SLEEP FOUNDATION RETIREMENT & EMPLOYEE SAVINGS PLAN

$3.4M · 8 participants

AMERICAN ACADEMY OF ACTUARIES

AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST

$3.4M · 31 participants

OVERBROOK FRIEDLANDER PROGRAMS

OVERBROOK FRIEDLANDER PROGRAMS 403(B) RETIREMENT PLAN

$3.4M · 91 participants