Original filing (PDF)20251008133005NAL0005914369001

SALEM ACADEMY

Name: SALEM ACADEMY — SALEM ACADEMY RETIREMENT PLAN, Form 5500 (2024)
Creator: SALEM ACADEMY

Form 5500-SF

FILING_RECEIVED

SALEM ACADEMY RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$995K

Net assets (EOY)

$995K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SALEM ACADEMY.

Plan sponsor

Name

SALEM ACADEMY

EIN

93-0425880

Address

942 LANCASTER DRIVE NE · SALEM, OR · 97301

Phone

(503) 378-1219

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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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