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EXCELSIOR CLASSICAL ACADEMY — EXCELSIOR CLASSICAL ACDMY 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251001095153NAL0031338498001
EXCELSIOR CLASSICAL ACADEMY
Form 5500-SF
FILING_RECEIVED
EXCELSIOR CLASSICAL ACDMY 401K PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
35
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
81
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXCELSIOR CLASSICAL ACADEMY
.
Find decision makers
Plan sponsor
Name
EXCELSIOR CLASSICAL ACADEMY
EIN
46-5038550
Address
PERSONAL AND CONFIDENTIAL 4100 N RO · DURHAM, NC · 277042122
Phone
(919) 213-8585
Industry
Educational Services
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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CAREER ACADEMY OF SOUTH BEND
CAREER ACADEMY OF SOUTH BEND - CO/SASB 401(K) PLAN & TRUST
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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