Original filing (PDF)20250124102456NAL0007529633001

EDUCATIONAL DIRECTIONS, LLC

Name: EDUCATIONAL DIRECTIONS, LLC — EDUCATIONAL DIRECTIONS, LLC 401K PLAN, Form 5500 (2023)
Creator: EDUCATIONAL DIRECTIONS, LLC

Form 5500-SF

FILING_RECEIVED

EDUCATIONAL DIRECTIONS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$651K

Net assets (EOY)

$651K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

EDUCATIONAL DIRECTIONS, LLC

EIN

04-3768206

Address

7607 WOLFPEN RIDGE CT · PROSPECT, KY · 40059

Phone

(502) 228-4785

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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