Original filing (PDF)20250326110002NAL0026485184001

AUSTIN GIFTED

Name: AUSTIN GIFTED — ACE ACADEMY 403(B) PLAN, Form 5500 (2023)
Creator: AUSTIN GIFTED

Form 5500-SF

FILING_RECEIVED

ACE ACADEMY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$441K

Net assets (EOY)

$441K

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUSTIN GIFTED.

Plan sponsor

Name

AUSTIN GIFTED

DBA

ACE ACADEMY

EIN

74-2913554

Address

5206 BALCONES DRIVE · AUSTIN, TX · 78731

Phone

(512) 206-4070

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-26

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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