Original filing (PDF)20251004125213NAL0002026609001

FORT WORTH ACADEMY FOR THE EDUCATION OF CHILDREN AND YOUTH

Name: FORT WORTH ACADEMY FOR THE EDUCATION OF CHILDREN AND YOUTH — FORT WORTH ACADEMY 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: FORT WORTH ACADEMY FOR THE EDUCATION OF CHILDREN AND YOUTH

Form 5500-SF

FILING_RECEIVED

FORT WORTH ACADEMY 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORT WORTH ACADEMY FOR THE EDUCATION OF CHILDREN AND YOUTH.

Plan sponsor

Name

FORT WORTH ACADEMY FOR THE EDUCATION OF CHILDREN AND YOUTH

EIN