Back to filter
Original filing (PDF)20250331104332NAL0008906640001
BROADWATER ACADEMY, INC.
Form 5500-SF
FILING_RECEIVED
BROADWATER ACADEMY 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
50
Accounts w/ balance
104
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROADWATER ACADEMY, INC..
Plan sponsor
Name
BROADWATER ACADEMY, INC.
EIN
54-0799130
Address
3500 BROADWATER RD. · EXMORE, VA · 23350
Phone
(757) 442-9041
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
2025-03-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
GIRL SCOUTS HEART OF CENTRAL CALIFORNIA
GIRL SCOUTS HEART OF CENTRAL CALIFORNIA 403B
$3.3M · 69 participants
THE GRAND LODGE OF AF & AM OF OREGON
MASONIC GRAND LODGE OF OREGON 401(K) RETIREMENT PLAN
$3.3M · 80 participants
BEZOS FAMILY FOUNDATION
BEZOS FAMILY FOUNDATION 401(K) PLAN
$3.3M · 27 participants
CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA
CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA RETIREMENT PLAN
$3.3M · 22 participants
ARC COMMUNITY SERVICES, INC.
ARC COMMUNITY SERVICES, INC. RETIREMENT PLAN
$3.3M · 62 participants
NCSU STUDENT AID ASSOCIATION, INC.
NCSU STUDENT AID ASSOCIATION, INC. 403(B) PROGRAM
$3.3M · 27 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B