Great Hearts Academies 401(k) Plan: Login, Facts & Contact Information

Great Hearts Academies 401(k) Plan Facts

Plan name
GREAT HEARTS ACADEMIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
GREAT HEARTS AMERICA
Participants
3,736 (2,812 active employees)
Former employees with a balance
500
Plan assets
$50,050,671 at Dec 31, 2024
Average account balance
$19,325 across 2,590 accounts
Employer contributions
$1,097,022 in plan year 2024 (15% of all contributions)
Recordkeeper
Newport Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.27 million went into the plan in contributions, $1.10 million of it from the employer (15%).
  • $3.41 million was paid out to participants.
  • Investment and other income added $6.06 million.
  • Administrative expenses were $195,536, about $75 per account.

How the Great Hearts Academies 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,923$19.3 million$846,404$1.34 million
20201,934$25.9 million$980,448$1.19 million
20212,190$33.2 million$1.10 million$1.85 million
20222,190$30.6 million$1.25 million$2.61 million
20233,308$40.3 million$1.32 million$2.53 million
20243,736$50.1 million$1.10 million$3.41 million

Great Hearts Academies 401(k) Contact Information

Phone
602-438-7045
Mailing address
701 N 44TH STREET, PHOENIX AZ 85008
Plan sponsor
GREAT HEARTS AMERICA
Employer identification number (EIN)
20-2036133
Plan number
002

Questions about the Great Hearts Academies 401(k)

Does Great Hearts Academies contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.10 million, 15% of all contributions.

Does the Great Hearts Academies 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Great Hearts Academies 401(k) plan?

3,736 participants at the start of plan year 2024, 2,812 of them active employees, and 500 former employees who still had money in the plan.

What is the average 401(k) balance at Great Hearts Academies?

About $19,325 per account: $50.1 million in plan assets across 2,590 accounts with a balance at the end of plan year 2024.

Who manages the Great Hearts Academies 401(k) accounts?

Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Great Hearts Academies. How do I access my 401(k)?

Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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