True North Classical Academy 401(k) match, vesting and fees
What True North Classical Academy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Verdeja, Dearmas, Trujillo, Alvarez (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| True North Classical Academy: employer contribution per participant | $1,037 | |
| Peer median | $1,800 |
| True North Classical Academy: average balance | $9,957 | |
| Peer median | $72,234 |
| True North Classical Academy: admin expenses ÷ assets | 1.09% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $323K at the end of plan year 2021 to $3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 369 | $3M | $316K | $1,037 | 1.09% | Not published | Form 5500 ↗ |
| 2024 | 315 | $1.9M | $232K | $1,028 | 1.07% | Not published | Form 5500 ↗ |
| 2023 | 244 | $1M | $120K | $825 | 1.42% | Not published | 5500-SF ↗ |
| 2022 | 221 | $492K | $55K | $795 | 1.61% | Not published | Form 5500 ↗ |
| 2021 | 148 | $323K | $30K | $776 | 2.09% | Not published | 5500-SF ↗ |
Common questions
Does True North Classical Academy match 401(k) contributions?
The match terms for the True North Classical Academy, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $316K in employer contributions, about $1,037 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the True North Classical Academy 401(k) match vested?
The vesting schedule for the True North Classical Academy, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the True North Classical Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Epic Retirement Plan Services. The plan administrator is True North Classical Academy, Inc..
I left True North Classical Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (True North Classical Academy, Inc., (305) 749-5725) or the recordkeeper, Epic Retirement Plan Services. The True North Classical Academy old 401(k) page lists the contacts from every plan filing. Find an old True North Classical Academy 401(k)
Data from the public Form 5500 annual reports True North Classical Academy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with True North Classical Academy. Not financial advice. Report a correction · Methodology