Original filing (PDF)20241119113850NAL0001354675001

ROBERT E LEE ACADEMY

Name: ROBERT E LEE ACADEMY — ROBERT E LEE ACADEMY PLAN 403B, Form 5500 (2023)
Creator: ROBERT E LEE ACADEMY

Form 5500-SF

FILING_RECEIVED

ROBERT E LEE ACADEMY PLAN 403B

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT E LEE ACADEMY.

Plan sponsor

Name

ROBERT E LEE ACADEMY

DBA

LEE ACADEMY

EIN

57-0407802

Address

630 COUSAR ST · BISHOPVILLE, SC · 290101937

Phone

(803) 484-5532

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

2024-06-30

Filed

2024-11-19

Pension benefit codes

2L · 403(b)(1) annuity

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 providers

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