Back to filter
Original filing (PDF)20250804154016NAL0000800531001
PACE BRANTLEY PREPARATORY SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
PACE BRANTLEY PREPARATORY SCHOOL, INC. 403(B) DC PLAN
403(b) retirement plan
Active participants
36
Accounts w/ balance
42
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 PACE BRANTLEY PREPARATORY SCHOOL, INC..
Plan sponsor
Name
PACE BRANTLEY PREPARATORY SCHOOL, INC.
EIN
59-1501677
Address
3221 SAND LAKE RD · LONGWOOD, FL · 32779
Phone
(407) 869-8882
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2L · 403(b)(1) annuity
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Educational Services plans
YOUNGSTOWN STATE UNIVERSITY FOUNDATION
YOUNGSTOWN STATE UNIVERSITY FOUNDATION 401(K) PROFIT SHARING PLAN
$1.7M · 18 participants
THE PALM BEACH COUNTY LITERACY COALITION, INC.
THE PALM BEACH COUNTY LITERACY COALITION, INC. 401(K) PLAN
$1.7M · 29 participants
THE COLLEGE SCHOOL ASSOCIATION
THE COLLEGE SCHOOL OF WEBSTER GROVES TAX-DEFERRED ANNUITY PLAN
$1.7M · 18 participants
SOUTHWEST EDUCATIONAL DEVELOPMENT CORPORATION
TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF SEDC
$1.7M · 7 participants
FELLOWSHIP FOR RACE & EQUITY IN EDUCATION
FELLOWSHIP FOR RACE & EQUITY IN EDUCATION 401(K) PLAN
$1.7M · 3 participants
MICHIGAN COMMUNITY COLLEGE ASSOCIATION
MICHIGAN COMMUNITY COLLEGE ASSOCIATION RETIREMENT SAVINGS PLAN
$1.7M · 8 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants