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Sponsor portfolio

MARBURN ACADEMY

EIN 31-1011901-education management-Latest filing 2025
Plans
3
Retirement
3
$9.1M assets
Welfare
0
Participants
184
9555 JOHNSTOWN ROAD - NEW ALBANY, OH 43054614-433-0822marburnacademy.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#003403b-$5.6M - 90 part#001403b-$3.4M - 84 part#002403b-$103K - 10 part

Retirement portfolio analytics

3 plans aggregated / $9.1M assets / 184 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • MARBURN ACADEMY 403(B) (#003)62%
  • 403(B) DC PLAN (#001)37%
  • 403(B) TDA PLAN (#002)1%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MARBURN ACADEMY 403(B) (#003)90
  • 403(B) DC PLAN (#001)84
  • 403(B) TDA PLAN (#002)10
Total 184Click 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#003

MARBURN ACADEMY 403(B) PLAN

403b

Assets$5.6M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MARBURN ACADEMY 403(B) DC PLAN

403b

Assets$3.4M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MARBURN ACADEMY 403(B) TDA PLAN

403b

Assets$103K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003MARBURN ACADEMY 403(B) PLAN403b$5.6M902025
001MARBURN ACADEMY 403(B) DC PLAN403b$3.4M842025
002MARBURN ACADEMY 403(B) TDA PLAN403b$103K102025
Retirement plans
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