How big is Beaufort Academy Inc.'s plan?

Beaufort Academy Inc.'s plan reported $2.2M in assets and 32 participants for 2024.

Original filing (PDF)20250916080749NAL0001777681001

Beaufort Academy Inc.

Name: Beaufort Academy Inc. — Beaufort Academy Defined, Form 5500 (2024)
Creator: Beaufort Academy Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beaufort Academy Defined Contribution Retirement Plan

403(b) retirement plan · Beaufort Academy Inc.'s Beaufort Academy Defined Contribution Retirement Plan held $2.2M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Tracy Dolin signed Beaufort Academy Inc.'s 2024 Form 5500 as plan administrator.

Tracy Dolin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beaufort Academy Inc.'s EIN is 57-0474292.

EIN 57-0474292

Plan number 001

Plan year 2024

ACK ID 20250916080749NAL0001777681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beaufort Academy Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beaufort Academy Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BEAUFORT ACADEMY INC.

DBA

BEAUFORT ACADEMY

EIN

all filings

Address

240 SAMS POINT RD · BEAUFORT, SC · 299072017

Phone

(843) 524-3393

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