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THE LEARNING PROJECT, INC. — THE LEARNING PROJECT TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251209043812NAL0003174513001
THE LEARNING PROJECT, INC.
Form 5500-SF
FILING_RECEIVED
THE LEARNING PROJECT TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
31
Accounts w/ balance
31
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE LEARNING PROJECT, INC.
.
Find decision makers
Plan sponsor
Name
THE LEARNING PROJECT, INC.
EIN
04-2525467
Address
107 MARLBOROUGH ST · BOSTON, MA · 021161901
Phone
(617) 266-8427
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
120
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2025-12-09
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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ILLINOIS HIGH SCHOOL ASSOCIATION
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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