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Sponsor portfolio

ACADEMIC ANALYTICS, LLC

EIN 20-2619138-higher education-Latest filing 2025
Plans
3
Retirement
3
$17.4M assets
Welfare
0
Participants
310
15720 BRIXHAM HILL AVE. #300 - CHARLOTTE, NC 28277855-463-6433academicanalytics.comLinkedIn51-200 employeeshigher education
Plans on this EIN
3 filings
#001401k-$10.9M - 123 part#002ProfitSharing-$4.4M - 104 part#003CashBalance-$2.1M - 83 part

Retirement portfolio analytics

3 plans aggregated / $17.4M assets / 310 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ANALYTICS, LLC 401(K) (#001)62%
  • PROFIT SHARING PLAN (#002)25%
  • CASH BALANCE PLAN (#003)12%
Total $17.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ANALYTICS, LLC 401(K) (#001)123
  • PROFIT SHARING PLAN (#002)104
  • CASH BALANCE PLAN (#003)83
Total 310Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACADEMICS ANALYTICS, LLC 401(K) PLAN

401k

Assets$10.9M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ACADEMIC ANALYTICS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$4.4M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ACADEMIC ANALYTICS, LLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ACADEMICS ANALYTICS, LLC 401(K) PLAN401k$10.9M1232025
002ACADEMIC ANALYTICS, LLC PROFIT SHARING PLANProfitSharing$4.4M1042025
003ACADEMIC ANALYTICS, LLC CASH BALANCE PLANCashBalance$2.1M832025
Retirement plans
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