Original filing (PDF)20250710152138NAL0015397202002

THE ACADEMY AT OCEAN REEF, INC.

Name: THE ACADEMY AT OCEAN REEF, INC. — ACADEMY AT OCEAN REEF 403(B) TDA PLAN, Form 5500 (2024)
Creator: THE ACADEMY AT OCEAN REEF, INC.

Form 5500

FILING_RECEIVED

ACADEMY AT OCEAN REEF 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

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

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

100

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ACADEMY AT OCEAN REEF, INC..

Plan sponsor

Name

THE ACADEMY AT OCEAN REEF, INC.

EIN

65-0146241all filings

Address

395 SOUTH HARBOR DRIVE · KEY LARGO, FL · 330370000

Phone

(305) 367-2409

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

2025-07-10

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $26K

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.