Original filing (PDF)20250805103958NAL0002107107001

ACADEMY FOR THE LOVE OF LEARNING INC

Name: ACADEMY FOR THE LOVE OF LEARNING INC — ACADEMY FOR THE LOVE OF LEARNING INC DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: ACADEMY FOR THE LOVE OF LEARNING INC

Form 5500-SF

FILING_RECEIVED

ACADEMY FOR THE LOVE OF LEARNING INC DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACADEMY FOR THE LOVE OF LEARNING INC.

Plan sponsor

Name

ACADEMY FOR THE LOVE OF LEARNING INC

EIN

86-0945282

Address

133 SETON VILLAGE RD · SANTA FE, NM · 87508

Phone

(505) 995-1860

Industry

Educational Servicessee 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

2025-08-05

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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 providers

Related plans

Similar-size Educational Services plans

MAPLE STREET FOUNDATION, INC.

MAPLE STREET FOUNDATION 403(B) DC PLAN

$3.4M · 31 participants

MILLWOOD SCHOOL

MILLWOOD SCHOOL 403(B) PLAN

$3.4M · 36 participants

LOGOS SCHOOL

LOGOS SCHOOL 401(K) AND RETIREMENT PLAN

$3.4M · 53 participants

JEFF MARKIEWICZ & ASSOCIATES, L.L.C

JEFF MARKIEWICZ & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN

$3.4M · 2 participants

NORTHWEST SCHOOL FOR HEARING-IMPAIRED CHILDREN DBA NOTHWEST SCHOOL

NORTHWEST SCHOOL FOR HEARING-IMPAIRED CHILDREN DBA NORTHWEST SCHOOL FOR DEAF AND HARD-OF-HEARING CHILDREN