· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ACADEMICS WEST, LLC — ACADEMICS WEST, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250502063438NAL0009047794001
ACADEMICS WEST, LLC
Form 5500-SF
FILING_RECEIVED
ACADEMICS WEST, LLC 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
29
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
ACADEMICS WEST, LLC
.
Find decision makers
Plan sponsor
Name
ACADEMICS WEST, LLC
EIN
80-0755983
Address
37 WEST 65TH STREET, 5TH FLOOR · NEW YORK, NY · 10023
Phone
(212) 580-0080
Industry
Educational Services
see all
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
2025-05-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
NEUMONT COLLEGE OF COMPUTER SCIENCE, LLC
NEUMONT COLLEGE OF COMPUTER SCIENCE, LLC 401(K) PLAN
$2.6M · 49 participants
POINT LOMA NAZARENE UNIVERSITY
POINT LOMA NAZARENE UNIVERSITY RETIREMENT HEALTHCARE SAVINGS PLAN
$2.6M · 348 participants
ASSOCIATED TRAINING SERVICES C
ASSOCIATED TRAINING SERVICES C 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 44 participants
EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION,INNOVATION & TRANSFORMATION
EMBER CHARTER SCHOOL FOR MINDFUL EDUCATION, INNOVATION & TRANSFORMATION 401(K) PLAN
$2.6M · 93 participants
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.
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.
STEPHEN A. SCHWARZMAN EDUCATION FOUNDATION
SAS EDUCATION FOUNDATION 403(B) PLAN
$2.6M · 25 participants
RONDA GOODE
THE INDEPENDENT SCHOOL DEFINED CONTRIBUTION PLAN
$2.6M · 85 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
