Retirement plan

TIMOTHY L. JOHNSON ACADEMY 403(B) RETIREMENT PLAN

Name: TIMOTHY L. JOHNSON ACADEMY - TIMOTHY L. JOHNSON ACADEMY 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: TIMOTHY L. JOHNSON ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIMOTHY L. JOHNSON ACADEMY 403(B) RETIREMENT PLAN, TIMOTHY L. JOHNSON ACADEMY

TIMOTHY L. JOHNSON ACADEMYEIN 61-1417541Plan #001PY 2025

4625 WERLING DR - FORT WAYNE, IN 468063410260-441-8727LinkedIn51-200 employeesprimary/secondary education

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$995K

+38.7% from 2024

Total participants

-6.3% from 2024

Average account balance

$21,175

+29.8% from 2024

Annual return

15.62%

+6.44 pp from 2024

Benchmarks

See 1,689 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort1,689 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$995K

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

85.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$424

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 codes2F2G2L2M2S2T3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$20K

$362 / participant

Other / not subdivided$20K100.0%

% of EOY assets

2.001%

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

$21,175

$51,184-58.6%

$66,439-68.1%

$86,983-75.7%

Participation rate

76.4%

68.5%+7.9pp

74.5%+1.9pp

69.5%+6.8pp

Annual return

15.62%

17.07%-1.4pp

757.66%-742.0pp

25.83%-10.2pp

Employer contribution / active EE

$731

$2,023-63.9%

$2,637-72.3%

$2,584-71.7%

Participant deferral / active EE

$2,538

$2,927-13.3%

$3,876-34.5%

$4,194-39.5%

Admin fee / account holder

$424

$4,154-89.8%

$6,173-93.1%

$7,856-94.6%

TIMOTHY L. JOHNSON ACADEMY 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIMOTHY L. JOHNSON ACADEMY 403(B) 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