How big is Lee-Scott Academy, Inc.'s plan?

Lee-Scott Academy, Inc.'s plan reported $2.3M in assets and 95 participants for 2024.

Original filing (PDF)20251219085513NAL0013874546001

Lee-Scott Academy, Inc.

Name: Lee-Scott Academy, Inc. — Form 5500 (2024)
Creator: Lee-Scott Academy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Lee-Scott Academy, Inc. held $2.3M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Stan Cox signed Lee-Scott Academy, Inc.'s 2024 Form 5500 as plan administrator.

Stan Cox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lee-Scott Academy, Inc.'s EIN is 63-0521454.

EIN 63-0521454

Plan number 001

Plan year 2024

ACK ID 20251219085513NAL0013874546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee-Scott Academy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee-Scott Academy, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEE-SCOTT ACADEMY, INC.

EIN

all filings

Address

1601 ACADEMY DRIVE · AUBURN, AL · 36830

Phone

(334) 821-2430

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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 providers

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