Back to filter
Original filing (PDF)20251015124613NAL0004579137001
G.R.E.A.T. KIDS W/ADHD
Form 5500-SF
FILING_RECEIVED
GREAT LAKES ACADEMY 403(B) PLAN
403(b) retirement plan
Active participants
19
Accounts w/ balance
26
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G.R.E.A.T. KIDS W/ADHD.
Plan sponsor
Name
G.R.E.A.T. KIDS W/ADHD
DBA
GREAT LAKES ACADEMY
EIN
75-2859490
Address
6000 CUSTER RD STE 7 · PLANO, TX · 750235100
Phone
(469) 438-7388
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Educational Services plans
MINNIE STEVENS PIPER FOUNDATION
MINNIE STEVENS PIPER FOUNDATION RETIREMENT PLAN
$1.2M · 7 participants
KULANU ACADEMY
KULANU 403(B) PLAN
$1.2M · 119 participants
PALO ALTO COMMUNITY CHILD CARE
PALO ALTO COMMUNITY CHILD CARE 401(K) PLAN
$1.2M · 174 participants
CHOICE GROUP, INC.
THE CHOICE GROUP, INC. 401(K) PSP & TRUST
$1.2M · 59 participants
GIFFT HILL SCHOOL
GIFFT HILL SCHOOL 403(B) DC PLAN
$1.2M · 26 participants
RIGHT QUESTION INSTITUTE
RIGHT QUESTION INSTITUTE 401(K) PLAN
$1.2M · 11 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants