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Original filing (PDF)20240812155458NAL0005245651001
UNION ACADEMY
Form 5500
FILING_RECEIVED
UNION ACADEMY 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.9 moNo recordkeeper disclosed
Active participants
390
Accounts w/ balance
199
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
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
88
/ 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
92
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- 51% 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.
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION ACADEMY.
Plan sponsor
Name
UNION ACADEMY
EIN
56-2172412
Address
675 N MARTIN LUTHER KING JR · BLVD · MONROE, NC · 28110
Phone
(704) 238-8883
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-08-01
Tax period
2023-07-31
Filed
2024-08-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
STRICKLAND HARDEE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $1K | — |
Investments
1 pooled fund· $109K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY STABLE VALUE FUND UNION BOND AND TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $109K | 1.7% |
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