· 2022–2024 · DOL EFAST2
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ESPERANZA ACADEMY, INC. — ESPERANZA ACADEMY DC PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251106152508NAL0009548817001
ESPERANZA ACADEMY, INC.
Form 5500-SF
FILING_RECEIVED
ESPERANZA ACADEMY DC PLAN
403(b) retirement plan
Active participants
35
Accounts w/ balance
54
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ESPERANZA ACADEMY, INC.
.
Find decision makers
Plan sponsor
Name
ESPERANZA ACADEMY, INC.
EIN
73-1722348
Address
198 GARDEN STREET · LAWRENCE, MA · 018401628
Phone
(978) 686-4673
Industry
Educational Services
see all
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
2025-11-06
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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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Helping the score
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