Retirement plan

FARMINGTON ACADEMY, INC. RETIREMENT PLAN

Name: FARMINGTON ACADEMY, INC. - FARMINGTON ACADEMY, INC. RETIREMENT PLAN (2025) Form 5500
Creator: FARMINGTON ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FARMINGTON ACADEMY, INC. RETIREMENT PLAN, FARMINGTON ACADEMY, INC.

FARMINGTON ACADEMY, INC.EIN 20-1571082Plan #001PY 2025

150 FISHER DRIVE - AVON, CT 06001860-677-2403fvamontessori.orgLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$493K

-7.9% from 2024

Total participants

0.0% from 2024

Average account balance

$61,587

-7.9% from 2024

Annual return

10.34%

-12.37 pp from 2024

Benchmarks

See 1,950 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort1,950 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$493K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$19530

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$156K

$17360 / participant

Other / not subdivided$156K100.0%

% of EOY assets

31.711%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,587

$96,123-35.9%

$77,361-20.4%

$198,609-69.0%

Participation rate

77.8%

81.1%-3.3pp

75.0%+2.8pp

82.4%-4.6pp

Annual return

10.34%

2054.81%-2044.5pp

1011.54%-1001.2pp

202.70%-192.4pp

Employer contribution / active EE

$3,791-100.0%

$2,990-100.0%

$5,055-100.0%

Participant deferral / active EE

$6,488

$4,975+30.4%

$3,911+65.9%

$6,977-7.0%

Admin fee / account holder

$19,530

$9,471+106.2%

$5,894+231.4%

$19,030+2.6%

FARMINGTON ACADEMY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FARMINGTON ACADEMY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion