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ROCKBRIDGE ACADEMY, INC. — ROCKBRIDGE ACADEMY, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250505160411NAL0005294147001
ROCKBRIDGE ACADEMY, INC.
Form 5500-SF
FILING_RECEIVED
ROCKBRIDGE ACADEMY, INC. RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
104
Accounts w/ balance
68
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
83
/ 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
ROCKBRIDGE ACADEMY, INC.
.
Find decision makers
Plan sponsor
Name
ROCKBRIDGE ACADEMY, INC.
EIN
52-1937967
Address
680 EVERGREEN ROAD · CROWNSVILLE, MD · 21032
Phone
(410) 923-1171
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-05-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
65% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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