Utah Charter Academies Dba American Preparatory Academy 401(k) Plan: Login, Facts & Contact Information

Utah Charter Academies Dba American Preparatory Academy 401(k) Plan Facts

Plan name
AMERICAN PREPARATORY ACADEMY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY
Participants
918 (361 active employees)
Former employees with a balance
153
Plan assets
$16,493,551 at Aug 31, 2025
Average account balance
$33,120 across 498 accounts
Employer contributions
$1,013,812 in plan year 2024 (41% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Sep 1, 2024 – Aug 31, 2025
Plan established
Sep 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 (Sep 1, 2024 – Aug 31, 2025), filed Feb 13, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.48 million went into the plan in contributions, $1.01 million of it from the employer (41%).
  • $1.49 million was paid out to participants.
  • Investment and other income added $1.88 million.
  • Administrative expenses were $80,449, about $162 per account.

How the Utah Charter Academies Dba American Preparatory Academy 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019463$6.03 million$719,567$436,850
2020485$8.54 million$788,566$903,993
2021537$7.87 million$760,913$766,861
2022557$9.97 million$839,570$685,774
2023941$13.7 million$1.03 million$734,069
2024918$16.5 million$1.01 million$1.49 million

Utah Charter Academies Dba American Preparatory Academy 401(k) Contact Information

Phone
801-797-0089
Mailing address
12894 PONY EXPRESS ROAD SUITE 600, DRAPER UT 84020
Plan sponsor
UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY
Employer identification number (EIN)
68-0547532
Plan number
003

Questions about the Utah Charter Academies Dba American Preparatory Academy 401(k)

Does Utah Charter Academies Dba American Preparatory Academy contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.01 million, 41% of all contributions.

Does the Utah Charter Academies Dba American Preparatory Academy 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Utah Charter Academies Dba American Preparatory Academy 401(k) plan?

918 participants at the start of plan year 2024, 361 of them active employees, and 153 former employees who still had money in the plan.

What is the average 401(k) balance at Utah Charter Academies Dba American Preparatory Academy?

About $33,120 per account: $16.5 million in plan assets across 498 accounts with a balance at the end of plan year 2024.

Who manages the Utah Charter Academies Dba American Preparatory Academy 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Utah Charter Academies Dba American Preparatory Academy. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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