Retirement plan

BROOKFIELD ACADEMY RETIREMENT PLAN

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

ACADEMY OF BASIC EDUCATIONdba BROOKFIELD ACADEMYEIN 39-0987840Plan #001PY 2025

3462 N BROOKFIELD RD. - BROOKFIELD, WI 53045262-783-3200LinkedIn201-500 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.1M

+11.4% from 2024

Total participants

205

+1.5% from 2024

Average account balance

$112,891

+9.7% from 2024

Annual return

11.71%

-5.94 pp from 2024

Benchmarks

See 499 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort499 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.14M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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.

205

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$79

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 14 · EIN 11-3665754	Plan Administrator	$8,448
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 14 · EIN 22-1467904	Plan Administrator	$6,142

Plan features & details

Pension benefit codes2J2G2F3D

Plan features

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$16K

$121 / participant

Contract admin$16K100.0%

% of EOY assets

0.070%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,891

$65,072+73.5%

$66,439+69.9%

$65,306+72.9%

Participation rate

100.0%

69.1%+30.9pp

74.5%+25.5pp

57.7%+42.3pp

Annual return

11.71%

21.50%-9.8pp

757.66%-746.0pp

21.94%-10.2pp

Employer contribution / active EE

$3,086

$2,475+24.7%

$2,637+17.1%

$1,967+56.9%

Participant deferral / active EE

$6,297

$3,234+94.7%

$3,876+62.5%

$2,959+112.8%

Admin fee / account holder

$79

$1,323-94.0%

$6,173-98.7%

$3,480-97.7%

Provider

Service type

Compensation

ASCENSUS LLC1 year

Filed as: ASCENSUS, LLC

Service code 14 · EIN 11-3665754

Plan Administrator

$8,448

ADP BROKER-DEALER1 year

Filed as: ADP, INC.

Service code 14 · EIN 22-1467904

Plan Administrator

$6,142

BROOKFIELD ACADEMY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BROOKFIELD ACADEMY 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