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Sponsor portfolio

CAREER ACADEMY OF SOUTH BEND

EIN 27-3113436-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
191
3801 CRESCENT CIRCLE, BUILDING 1 - SOUTH BEND, IN 46628574-299-9800
Plans on this EIN
2 filings
#001401k-$2.1M - 114 part#002401k-$1.9M - 77 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 191 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#001)51%
  • PLAN & TRUST (#002)49%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)114
  • PLAN & TRUST (#002)77
Total 191Click 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

SOUTH BEND CAREER ACADEMY 401(K) PLAN & TRUST

401k

Assets$2.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAREER ACADEMY OF SOUTH BEND - CO/SASB 401(K) PLAN & TRUST

401k

Assets$1.9M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH BEND CAREER ACADEMY 401(K) PLAN & TRUST401k$2.1M1142025
002CAREER ACADEMY OF SOUTH BEND - CO/SASB 401(K) PLAN & TRUST401k$1.9M772025
Retirement plans
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