Original filing (PDF)20250605100542NAL0020206816001

COURAGEOUS SPIRIT, INC. D/B/A BLUE CIRCLE LEADERSHIP

Name: COURAGEOUS SPIRIT, INC. D/B/A BLUE CIRCLE LEADERSHIP — BLUE CIRCLE LEADERSHIP 401(K) PLAN, Form 5500 (2024)
Creator: COURAGEOUS SPIRIT, INC. D/B/A BLUE CIRCLE LEADERSHIP

Form 5500-SF

FILING_RECEIVED

BLUE CIRCLE LEADERSHIP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COURAGEOUS SPIRIT, INC. D/B/A BLUE CIRCLE LEADERSHIP.

Plan sponsor

Name

COURAGEOUS SPIRIT, INC. D/B/A BLUE CIRCLE LEADERSHIP

EIN

20-1629789

Address

1636 N CEDAR CREST BLVD · SUITE 501 · ALLENTOWN, PA · 18104

Phone

(310) 279-2382

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

COVENANT CLASSICAL SCHOOL

COVENANT CLASSICAL SCHOOL 401(K) PLAN

$325K · 24 participants

SILKWEB CONSULTING AND DEVELOPMENT LLC

SILKWEB CONSULTING AND DEVELOPMENT CASH BALANCE PLAN

$325K · 2 participants

RED BRIDGE EDUCATION

RED BRIDGE EDUCATION 401(K) PLAN

$325K · 15 participants

GATEWAY ACADEMY

GATEWAY ACADEMY 401(K) P/S PLAN

$325K · 18 participants

INDEPENDENT LIVING INSTITUTE LLC

INDEPENDENT LIVING INSTITUTE 401(K) PLAN