· 2022–2024 · DOL EFAST2

EDUCATIONAL FUNDING GROUP, INC — EDUCATIONAL FUNDING GROUP, INC 401(K) SAFE HARBOR PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20240111100246NAL0012800945001

EDUCATIONAL FUNDING GROUP, INC

Form 5500-SF

FILING_RECEIVED

EDUCATIONAL FUNDING GROUP, INC 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.8 mo

Active participants

16

Accounts w/ balance

11

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

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

93

Total plan cost

n/a

Plan health

66

Vendor & structure

100

Knocking points off

Filed 1.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDUCATIONAL FUNDING GROUP, INC.

Plan sponsor

Name

EDUCATIONAL FUNDING GROUP, INC

EIN

20-1580539

Address

3460 KERSDALE RD. · CLEVELAND, OH · 44124

Phone

(216) 956-4655

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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

Related plans

Similar-size Information / Tech / Media plans

BRANDT-RONAT & COMPANY

BRANDT-RONAT & COMPANY 401(K) PLAN

$921K · 6 participants

MERCURY NETWORK CORPORATION

MERCURY NETWORK CORPORATION 401(K) PLAN

$921K · 7 participants

CORE DISTRIBUTION, INC.

CORE DISTRIBUTION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$922K · 4 participants

KOCHS TELECOMMUNICATIONS SERVICE, INC.

KOCH'S TELECOMMUNICATIONS SERVICE, INC. 401(K) PLAN

$917K · 16 participants

THE CABLE COMPANY, LLC

THE CABLE COMPANY 401(K) PROFIT SHARING PLAN