Original filing (PDF)20250902115155NAL0014221745001

LEMAN ACADEMY OF EXCELLENCE, INC.

Name: LEMAN ACADEMY OF EXCELLENCE, INC. — LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN, Form 5500 (2024)
Creator: LEMAN ACADEMY OF EXCELLENCE, INC.

Form 5500

FILING_RECEIVED

LEMAN ACADEMY OF EXCELLENCE 401(K) PLAN

401(k) retirement plan

Signals · 1

~177 bps in Sched C fees

Active participants

509

Accounts w/ balance

667

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEMAN ACADEMY OF EXCELLENCE, INC..

Plan sponsor

Name

LEMAN ACADEMY OF EXCELLENCE, INC.

EIN

47-1237723

Address

3300 E SUNRISE DR. · SUITE 150 · TUCSON, AZ · 85718

Phone

(520) 499-1474

Industry

Educational Servicessee 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

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$92K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$35K	—

Investments

24 direct securities· $7.9M(100% of reported assets)

Other securities

$7.8M

23 holdings

Bonds / Notes

$46K

1 holding

					% of plan
American Funds 2045 Trgt Date Retire R Mutual Fund	Other securities	—	—	$1.5M	19.4%
American Funds 2050 Trgt Date Retire R Mutual Fund	Other securities	—	—	$943K	12.0%
American Funds 2055 Trgt Date Retire R Mutual Fund	Other securities	—	—	$928K	11.8%
American Funds 2040 Trgt Date Retire R Mutual Fund	Other securities	—	—	$886K	11.3%
American Funds 2030 Trgt Date Retire R Mutual Fund	Other securities	—	—	$655K	8.3%
American Funds 2035 Trgt Date Retire R Mutual Fund	Other securities	—	—	$604K	7.7%
American Funds 2060 Trgt Date Retire R Mutual Fund	Other securities	—	—	$570K	7.2%
American Funds 2025 Trgt Date Retire R Mutual Fund	Other securities	—	—	$468K	6.0%
Ishares S&P 500 Index K Mutual Fund	Other securities	—	—	$308K	3.9%
American Funds Europacific Gr R6 Mutual Fund	Other securities	—	—	$204K	2.6%
American Funds 2020 Trgt Date Retire R Mutual Fund	Other securities	—	—	$142K	1.8%
Ishares Russell Mid-Cap Index K Mutual Fund	Other securities	—	—	$135K	1.7%
Jpmorgan Us Government Mmkt Instl Mutual Fund	Other securities	—	—	$107K	1.4%
Dfa Us Targeted Value I Mutual Fund	Other securities	—	—	$67K	0.9%
Vanguard Small Cap Index Adm Mutual Fund	Other securities	—	—	$57K	0.7%
Putnam Large Cap Value R6 Mutual Fund	Other securities	—	—	$54K	0.7%
Jpmorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$52K	0.7%
Notes receivable from participants Bearing interest at 5.25%-10.50% -	Bonds / Notes	—	—	$46K	0.6%
Fidelity Advisor Total Bond Z Mutual Fund	Other securities	—	—	$40K	0.5%
Dfa Real Estate Securities I Mutual Fund	Other securities	—	—	$15K	0.2%
Baron Small Cap Instl Mutual Fund	Other securities	—	—	$15K	0.2%
Pimco Real Return Instl Mutual Fund	Other securities	—	—	$13K	0.2%
American Funds 2015 Trgt Date Retire R Mutual Fund	Other securities	—	—	$13K	0.2%
American Funds 2010 Trgt Date Retire R Mutual Fund	Other securities	—	—	$10K	0.1%