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Original filing (PDF)20250512150009NAL0012762979001
ALL SAINTS ACADEMY
Form 5500
FILING_RECEIVED
ALL SAINTS ACADEMY 403(B) DC PLAN
403(b) retirement plan
Active participants
88
Accounts w/ balance
230
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 ALL SAINTS ACADEMY.
Plan sponsor
Name
ALL SAINTS ACADEMY
EIN
59-3246571
Address
2001 STATE ROAD 540 W · WINTER HAVEN, FL · 33880
Phone
(863) 293-5980
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-12
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LAPLANT AND RAINEY, CPA, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $113K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA - REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $113K | 2.1% |
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