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Original filing (PDF)20240611135047NAL0057196498001

TRIDENT ACADEMY, INC.

Form 5500-SF
FILING_RECEIVED
TRIDENT ACADEMY 401(A) DC PLAN
Defined-contribution retirement plan
Active participants
22
Accounts w/ balance
89
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 TRIDENT ACADEMY, INC..
Plan sponsor
Name
TRIDENT ACADEMY, INC.
EIN
57-0542727
Address
1455 WAKENDAW RD · MT PLEASANT, SC · 29464
Phone
(843) 884-7046
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-11
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2C · Money purchase (other than target benefit)
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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