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Original filing (PDF)20251125141650NAL0007001106001
DISCOVERY EDUCATION SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
DISCOVERY EDUCATION SERVICES, INC. 403(B) PLAN
403(b) retirement plan
Active participants
113
Accounts w/ balance
67
Plan assets (EOY)
$695K
Net assets (EOY)
$695K
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
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 DISCOVERY EDUCATION SERVICES, INC..
Plan sponsor
Name
DISCOVERY EDUCATION SERVICES, INC.
EIN
20-3366305
Address
2427 LYNX LANE · ORLANDO, FL · 32804
Phone
(407) 253-7304
Industry
Educational Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-25
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 providersRelated plans
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