What public Form 5500 filings show about the Learning Tree and Educational 401(k) plan — and how to find and check your own account.
Learning Tree and Educational (EIN 13-3313723) reports LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $91K in plan assets across 24 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Learning Tree and Educational filing — schedules, fees, and providers.
Learning Tree and Educational’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Learning Tree and EducationalHR for the recordkeeper’s name and login.
