Back to filter
Original filing (PDF)20250410093130NAL0013073795002
PARTNERS FOR EDUCATION LEADERSHIP, INC.
Form 5500-SF
FILING_RECEIVED
PARTNERS FOR EDUCATIONAL LEADERSHIP, INC. 403(B) DC PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERS FOR EDUCATION LEADERSHIP, INC..
Plan sponsor
Name
PARTNERS FOR EDUCATION LEADERSHIP, INC.
EIN
06-1525201
Address
26 CAYA AVENUE · WEST HARTFORD, CT · 061101186
Phone
(860) 586-2340
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
NATIONAL COUNCIL FOR THE SOCIAL STUDIES
NATIONAL COUNCIL FOR THE SOCIAL STUDIES MARYLAND DEFINED CONTRIBUTION RETIREMENT PLAN
$4.2M · 11 participants
AIR & WASTE MANAGEMENT ASSOCIATION
AIR & WASTE MANAGEMENT ASSOCIATION
$4.2M · 21 participants
HEALTH CARE ASSOCIATION OF NJ
HEALTH CARE ASSOCIATION OF NJ, 401(K)
$4.2M · 10 participants
FARMERS EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA
FARMERS' EDUCATIONAL & CO-OPERATIVE UNION OF AMERICA 401(K) SAVINGS AND INVESTMENT PLAN & TRUST
$4.2M · 19 participants
PACIFIC ASIAN COUNSELING SERVICES
PACIFIC ASIAN COUNSELING PLAN
$4.2M · 61 participants
APPLEWOOD CENTERS, INC.
APPLEWOOD CENTERS, INC. TAX DEFERRED SAVINGS PLAN
$4.2M · 234 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B