How big is Elite Academic Academy - Lucerne's plan?

Elite Academic Academy - Lucerne's plan reported $2.6M in assets and 28 participants for 2024.

Original filing (PDF)20251209171039NAL0003872305001

Elite Academic Academy - Lucerne

Name: Elite Academic Academy - Lucerne — Elite Academic, Form 5500 (2024)
Creator: Elite Academic Academy - Lucerne
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elite Academic Academy 403(b) Retirement Savings Plan

401(k) retirement plan · Elite Academic Academy - Lucerne's Elite Academic Academy 403(b) Retirement Savings Plan held $2.6M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Ashlea Kirkland signed Elite Academic Academy - Lucerne's 2024 Form 5500 as plan administrator.

Ashlea Kirkland — 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

Elite Academic Academy - Lucerne's EIN is 82-4453363.

EIN 82-4453363

Plan number 001

Plan year 2024

ACK ID 20251209171039NAL0003872305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elite Academic Academy - Lucerne from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elite Academic Academy - Lucerne's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELITE ACADEMIC ACADEMY - LUCERNE.

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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