How big is Acasa 403(b) Plan's plan?

Acasa 403(b) Plan's plan reported $360K in assets and 13 participants for 2023.

Original filing (PDF)20250220112239NAL0008776480001

Acasa 403(b) Plan

Name: Acasa 403(b) Plan — Form 5500 (2023)
Creator: Acasa 403(b) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Acasa 403(b) Plan

403(b) retirement plan · Acasa 403(b) Plan held $360K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

Monie Ballard signed Acasa 403(b) Plan's 2023 Form 5500 as plan administrator.

Monie Ballard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Acasa 403(b) Plan's EIN is 81-0821401.

EIN 81-0821401

Plan number 001

Plan year 2023

ACK ID 20250220112239NAL0008776480001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Acasa 403(b) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Acasa 403(b) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ACASA 403(B) PLAN

EIN

all filings

Address

PO BOX 3837 · LITTLE ROCK, AR · 72203

Phone

(501) 246-3276

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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