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Original filing (PDF)20260202102035NAL0000613427001
THE MASTER'S ACADEMY OF CENTRAL FLORIDA, INC.
Form 5500
FILING_RECEIVED
THE MASTER'S ACADEMY 401(K) PLAN
401(k) retirement plan
Active participants
142
Accounts w/ balance
121
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MASTER'S ACADEMY OF CENTRAL FLORIDA, INC..
Plan sponsor
Name
THE MASTER'S ACADEMY OF CENTRAL FLORIDA, INC.
EIN
59-2663620
Address
1500 LUKAS LANE · OVIEDO, FL · 32765
Phone
(407) 971-2221
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-02-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTIN, MARTIN, RANDALL & ASSOC. | — | JACKSON, MS | CONTRACT ADMIN | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.