Original filing (PDF)20251015204554NAL0002991219001

BRIARWOOD ACADEMY, INC.

Name: BRIARWOOD ACADEMY, INC. — BRIARWOOD ACADEMY, INC. 403(B) TAX DEFERRED ANNUITY RETIREMENT PLAN, Form 5500 (2024)
Creator: BRIARWOOD ACADEMY, INC.

Form 5500-SF

FILING_RECEIVED

BRIARWOOD ACADEMY, INC. 403(B) TAX DEFERRED ANNUITY RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIARWOOD ACADEMY, INC..

Plan sponsor

Name

BRIARWOOD ACADEMY, INC.

EIN

58-1086321

Address

4859 THOMSON HIGHWAY · WARRENTON, GA · 308283803

Phone

(706) 595-5641

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

THE COLLEGE OF STATEN ISLAND

THE COLLEGE OF STATEN ISLAND AUXILIARY SERVICES CORP. 403(B) DC PLAN

$2.3M · 18 participants

SOUNDING BOARD LABS, INC.

SOUNDING BOARD LABS, INC 401(K) PLAN

$2.3M · 43 participants

SAFETY MATTERS, INC.

SAFETY MATTERS, INC. 401(K) PLAN

$2.3M · 11 participants

HYLA MIDDLE SCHOOL

HYLA MIDDLE SCHOOL 403(B) DC PLAN

$2.3M · 40 participants

NORTHERN CALIFORNIA CHILD DEVELO

NORTHERN CALIFORNIA CHILD DEVELOPMENT, INC. 401(K) PLAN