The Roger Bacon Academy 401(k) Plan: Login, Facts & Contact Information

The Roger Bacon Academy 401(k) Plan Facts

Plan name
RBA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE ROGER BACON ACADEMY
Participants
433 (305 active employees)
Former employees with a balance
119
Plan assets
$11,178,001 at Dec 31, 2024
Average account balance
$26,678 across 419 accounts
Employer contributions
$462,963 in plan year 2024 (32% of all contributions)
Recordkeeper
Epic Retirement Plan Services
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2011
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 Sep 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.45 million went into the plan in contributions, $462,963 of it from the employer (32%).
  • $599,867 was paid out to participants.
  • Investment and other income added $1.21 million.
  • Administrative expenses were $64,980, about $155 per account.

How the The Roger Bacon Academy 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019355$5.08 million$225,381$412,935
2020362$6.63 million$293,062$283,894
2021414$7.83 million$340,637$926,277
2022389$7.07 million$464,225$674,468
2023430$9.19 million$432,323$472,722
2024433$11.2 million$462,963$599,867

The Roger Bacon Academy 401(k) Contact Information

Phone
910-655-3600
Mailing address
3610 THADDEUS LOTT LANE, LELAND NC 28451
Plan sponsor
THE ROGER BACON ACADEMY
Employer identification number (EIN)
56-2132157
Plan number
001

Questions about the The Roger Bacon Academy 401(k)

Does The Roger Bacon Academy contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $462,963, 32% of all contributions.

Does the The Roger Bacon Academy 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Roger Bacon Academy 401(k) plan?

433 participants at the start of plan year 2024, 305 of them active employees, and 119 former employees who still had money in the plan.

What is the average 401(k) balance at The Roger Bacon Academy?

About $26,678 per account: $11.2 million in plan assets across 419 accounts with a balance at the end of plan year 2024.

Who manages the The Roger Bacon Academy 401(k) accounts?

EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Roger Bacon Academy. How do I access my 401(k)?

Your account stays with EPIC Retirement Plan Services 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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