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Original filing (PDF)20250714112314NAL0000827187001

ALLIANCE FOR EXCELLENT EDUCATION

Form 5500-SF
FILING_RECEIVED
ALLIANCE FOR EXCELLENT EDUCATION 403B TDA PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
33
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
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 ALLIANCE FOR EXCELLENT EDUCATION.
Plan sponsor
Name
ALLIANCE FOR EXCELLENT EDUCATION
DBA
ALL4ED
EIN
11-3487739
Address
1775 EYE ST NW STE 1150 · WASHINGTON, DC · 200062435
Phone
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
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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