Original filing (PDF)20251215102638NAL0000668179001

Philadelphia Education Fund

Name: Philadelphia Education Fund — Philadelphia Education, Form 5500 (2024)
Creator: Philadelphia Education Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Philadelphia Education Fund Retirement Plan

403(b) retirement plan · Philadelphia Education Fund's Philadelphia Education Fund Retirement Plan filed a Form 5500 for plan year 2024.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Latoya Winkfield signed Philadelphia Education Fund's 2024 Form 5500 as plan administrator.

Latoya Winkfield — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Philadelphia Education Fund's EIN is 22-2567982.

EIN 22-2567982

Plan number 001

Plan year 2024

ACK ID 20251215102638NAL0000668179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Philadelphia Education Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Philadelphia Education Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILADELPHIA EDUCATION FUND.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PHILADELPHIA EDUCATION FUND

EIN

all filings

Address

718 ARCH STREET · SUITE 700 N · PHILADELPHIA, PA · 19106

Phone

(215) 665-1400

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-12-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.