How big is Collegiate Academies' plan?

Collegiate Academies' plan reported $12.8M in assets and 573 participants for 2024.

Original filing (PDF)20251015113401NAL0004725841001

Collegiate Academies

Name: Collegiate Academies — Collegiate Academies 403(b), Form 5500 (2024)
Creator: Collegiate Academies
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Collegiate Academies 403(b) Plan

403(b) retirement plan · Collegiate Academies' Collegiate Academies 403(b) Plan held $12.8M in plan assets for 573 participants in 2024, with Nationwide as recordkeeper.

Signals · 3

Late participant contributions90% employer stock~106 bps in Sched C fees

Active participants

573

Accounts w/ balance

844

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan identifiers

Collegiate Academies' EIN is 80-0601507.

EIN 80-0601507

Plan number 001

Plan year 2024

ACK ID 20251015113401NAL0004725841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collegiate Academies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collegiate Academies' plan includes a 403(b) annuity, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLEGIATE ACADEMIES.

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How this plan invests

This plan

95 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 500K (24% of contributions).
Total administrative cost in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

COLLEGIATE ACADEMIES

EIN

all filings

Address

2625 THALIA STREET · NEW ORLEANS, LA · 70113

Phone

(504) 503-0008

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2E · Profit-sharing

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FREEGULLIVER, LLC	72-1498534	NEW ORLEANS, LA	INVESTMENT ADVISORY	$93K	—

Investments

95 direct securities· $12.7M(99% of reported assets)

Common Stocks

$11.4M

71 holdings

Mutual Funds

$1.2M

20 holdings

Common Collective Trusts

$50K

1 holding

Agency / Mortgage-Backed

$6K

2 holdings

U.S. Treasuries

$3K

1 holding

					% of plan
Nationwide Insurance Company Vngrd Trgt Rtrmt 2050 Inv	Common Stocks	—	—	$2.4M	18.5%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2055 Inv	Common Stocks	—	—	$1.9M	15.2%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2060 Inv	Common Stocks	—	—	$987K	7.7%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2045 Inv	Common Stocks	—	—	$933K	7.3%
Nationwide Insurance Company Blkrk Is S P 500 Indx K	Common Stocks	—	—	$714K	5.6%
Nationwide Insurance Company Vngrd Ttl Stmkt Indx Fd As	Common Stocks	—	—	$606K	4.7%
Nationwide Insurance Company Participant Loans	Common Stocks	—	—	$376K	2.9%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2065 Inv	Common Stocks	—	—	$364K	2.8%
Nationwide Insurance Company Fid 500 Indx	Mutual Funds	—	—	$319K	2.5%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2040 Inv	Common Stocks	—	—	$228K	1.8%
ReliaStar Life Insurance Company Fixed Fund	Common Stocks	—	—	$220K	1.7%
Nationwide Insurance Company Gdmnscs Gqgptnrintloppr R6	Common Stocks	—	—	$196K	1.5%
Nationwide Insurance Company Dodge & Cox International Stock Fund Class I	Mutual Funds	—	—	$191K	1.5%
Nationwide Insurance Company Fid Intl Indx	Mutual Funds	—	—	$191K	1.5%
Nationwide Insurance Company Nw Loomis Allcap Gr R6	Common Stocks	—	—	$183K	1.4%
Nationwide Insurance Company Avantis U.S. Large Cap Value Fund	Common Stocks	—	—	$166K	1.3%
Nationwide Insurance Company Jpm Eq Inc R5	Common Stocks	—	—	$149K	1.2%
Nationwide Insurance Company Jpm Lgcap Gr R6	Common Stocks	—	—	$147K	1.1%
Nationwide Insurance Company Avantis Emerging Markets Equity Fund - Institutional Class	Common Stocks	—	—	$143K	1.1%
Nationwide Insurance Company Vngrd Sm Cap Indx Fd As	Common Stocks	—	—	$141K	1.1%
Nationwide Insurance Company Pgim Ttl Rtn Bd R6	Common Stocks	—	—	$119K	0.9%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2025 Inv	Common Stocks	—	—	$109K	0.8%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2035 Inv	Common Stocks	—	—	$104K	0.8%
Nationwide Insurance Company Fid Us Bd Indx	Mutual Funds	—	—	$100K	0.8%
Nationwide Insurance Company Diamond Hill Mdcap I	Common Stocks	—	—	$91K	0.7%
Nationwide Insurance Company Mfs Mdcap Gr R6	Mutual Funds	—	—	$91K	0.7%
Nationwide Insurance Company Prncpl Glbl Realest R6	Common Stocks	—	—	$89K	0.7%
Nationwide Insurance Company Vngrd Intmdtrm Bd Indxadml	Common Stocks	—	—	$87K	0.7%
Nationwide Insurance Company Pimco Real Rtn Inst	Mutual Funds	—	—	$84K	0.7%
Nationwide Insurance Company Dfa Lgcap Intl	Mutual Funds	—	—	$84K	0.7%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2030 Inv	Common Stocks	—	—	$77K	0.6%
Nationwide Insurance Company Legal & General Commodity Strategy Fund - Institutional Shares	Common Stocks	—	—	$72K	0.6%
Nationwide Insurance Company Vngrd Explr Adml	Common Stocks	—	—	$61K	0.5%
Nationwide Insurance Company Amfds Gr Fd Am R6	Common Stocks	—	—	$61K	0.5%
Nationwide Insurance Company Vngrd Mid-Cap Idx Fd As	Common Collective Trusts	—	—	$50K	0.4%
Nationwide Insurance Company Blackrock High Yield Portfolio - Class K	Common Stocks	—	—	$48K	0.4%
Nationwide Insurance Company Avantis U.S. Small Cap Value Fund - Institutional Class	Common Stocks	—	—	$47K	0.4%
Nationwide Insurance Company Clvrt Bal I	Common Stocks	—	—	$40K	0.3%
Nationwide Insurance Company Vngrd Ftse Soc Indx Adml	Common Stocks	—	—	$39K	0.3%
Nationwide Insurance Company Vngrd Hi Yld Corp Adml	Common Stocks	—	—	$38K	0.3%
Nationwide Insurance Company Vngrd Intl Gr Adml	Common Stocks	—	—	$37K	0.3%
Nationwide Insurance Company Dfa Intl Core Equity 2 Portfolio - Inst	Mutual Funds	—	—	$35K	0.3%
Nationwide Insurance Company Vngrd Trgt Rtrmt Inc	Common Stocks	—	—	$26K	0.2%
Nationwide Insurance Company Vngrd Bal Indx Adml	Common Stocks	—	—	$25K	0.2%
Nationwide Insurance Company Amfds Am Bal R6	Common Stocks	—	—	$25K	0.2%
Nationwide Insurance Company Vngrd Mdcap Val Indx Adml	Common Stocks	—	—	$24K	0.2%
Nationwide Insurance Company Calvert Mdcap I	Common Stocks	—	—	$22K	0.2%
Nationwide Insurance Company Vngrd Trgt Rtrmt 2020 Inv	Common Stocks	—	—	$22K	0.2%
Nationwide Insurance Company Clvrt Eq I	Common Stocks	—	—	$22K	0.2%
Nationwide Insurance Company Blkrk Ttl Rtn K	Common Stocks	—	—	$22K	0.2%