Original filing (PDF)20250708101614NAL0003839905001

EDUCATIONAL SYMPOSIA, LLC

Name: EDUCATIONAL SYMPOSIA, LLC — EDUCATIONAL SYMPOSIA, LLC 401(K) PLAN, Form 5500 (2024)
Creator: EDUCATIONAL SYMPOSIA, LLC

Form 5500-SF

FILING_RECEIVED

EDUCATIONAL SYMPOSIA, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATIONAL SYMPOSIA, LLC.

Plan sponsor

Name

EDUCATIONAL SYMPOSIA, LLC

EIN

03-0404262

Address

5620 W. SLIGH AVENUE · TAMPA, FL · 33634

Phone

(813) 806-1000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

PAX-PROGRAM OF ACADEMIC EXCHANGE

PAX 401(K) PLAN

$4.0M · 43 participants

THE ALTERNATIVE SCHOOL FOR MATH AND SCIENCE

$4.0M · 27 participants

SOUTHWEST CHICAGO CHRISTIAN SCHOOL ASSOCIATION

CCS EMPLOYEE RETIREMENT PLAN

$4.0M · 143 participants

THE WISEMAN GROUP, LLC

THE WISEMAN GROUP DEFINED BENEFIT PLAN

$4.0M · 4 participants

CHAUTAUQUA INSTITUTION

CHAUTAUQUA INSTITUTION FULL TIME 403(B) PLAN