How big is Nellie MAE Education Foundation, Inc.'s plan?

Nellie MAE Education Foundation, Inc.'s plan reported $8.3M in assets and 7 participants for 2024.

Original filing (PDF)20250617142701NAL0000960291001

Nellie MAE Education Foundation, Inc.

Name: Nellie MAE Education Foundation, Inc. — Nellie MAE, Form 5500 (2024)
Creator: Nellie MAE Education Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nellie MAE Education Foundation, Inc. 401(k) Plan

401(k) retirement plan · Nellie MAE Education Foundation, Inc.'s Nellie MAE Education Foundation, Inc. 401(k) Plan held $8.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

Nellie MAE Education Foundation, Inc.'s EIN is 04-2755323.

EIN 04-2755323

Plan number 001

Plan year 2024

ACK ID 20250617142701NAL0000960291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nellie MAE Education Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nellie MAE Education Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

NELLIE MAE EDUCATION FOUNDATION, INC.

EIN

all filings

Address

1250 HANCOCK STREET · SUITE 205N · QUINCY, MA · 02169

Phone

(781) 348-4271

Industry

Other Services (ex. Public Admin)

Plan administrator