How big is Oak Mountain Academy, Inc.'s plan?

Oak Mountain Academy, Inc.'s plan reported $1.0M in assets and 25 participants for 2024.

Original filing (PDF)20251030101609NAL0001895585001

Oak Mountain Academy, Inc.

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

Form 5500-SF

FILING_RECEIVED

Oak Mountain Academy 403(b)

403(b) retirement plan · Oak Mountain Academy, Inc.'s Oak Mountain Academy 403(b) held $1.0M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

KIM Culver signed Oak Mountain Academy, Inc.'s 2024 Form 5500 as plan administrator.

KIM Culver — 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

Oak Mountain Academy, Inc.'s EIN is 58-0976833.

EIN 58-0976833

Plan number 001

Plan year 2024

ACK ID 20251030101609NAL0001895585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Mountain Academy, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

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 (92nd percentile).

Plan sponsor

Name

OAK MOUNTAIN ACADEMY, INC.

EIN

all filings

Address

222 CROSS PLAINS RD · CARROLLTON, GA · 30116

Phone

(770) 834-6651

Industry

Educational Services

Plan administrator