Original filing (PDF)20250415162533NAL0006936786001

BRENTWOOD ACADEMY

Name: BRENTWOOD ACADEMY — BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: BRENTWOOD ACADEMY

Form 5500

FILING_RECEIVED

BRENTWOOD ACADEMY DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

194

Accounts w/ balance

251

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

How this plan invests

This plan

2 collective trusts

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)

/ 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

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

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 BRENTWOOD ACADEMY.

Plan sponsor

Name

BRENTWOOD ACADEMY

EIN

62-0811952

Address

219 GRANNY WHITE PIKE · BRENTWOOD, TN · 37027

Phone

(615) 373-0611

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

MAGGART & ASSOCIATES, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACCESS RETIREMENT SERVICES LLC	62-1700633	—	NONE	$27K	—
PENSIONMARK FINANCIAL GROUP	61-1758632	SANTA BARBARA, CA	NONE	$0	—
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	INDIANAPOLIS, IN	NONE	$0	—

Investments

2 pooled funds· $8.8M(73% 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
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 004	Pooled Separate Account	$8.8M	72.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$3K	<0.1%