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Original filing (PDF)20250317141853NAL0000957139002

CARY ACADEMY

Form 5500
FILING_RECEIVED
CARY ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 CARY ACADEMY.
Plan sponsor
Name
CARY ACADEMY
EIN
56-1934619
Address
1500 N. HARRISON AVENUE · CARY, NC · 275135549
Phone
(919) 677-3873
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-05-31
Filed
2025-03-17
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
MMA SECURITIES, LLC22-3570392NEW YORK, NYBROKER$36K—
TIAA13-1624203NEW YORK, NYBROKER$30K—
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
FORVIS MAZARS, LLP44-0160260SPRINGFIELD, MOACCOUNTANT/AUDITOR$10K—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1625203 / PN 004
Pooled Separate Account
$0—

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