How big is Caucus Educational Corp.'s plan?

Caucus Educational Corp.'s plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20250821111020NAL0004218465001

Caucus Educational Corp.

Name: Caucus Educational Corp. — Caucus Educational Corp., Form 5500 (2024)
Creator: Caucus Educational Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caucus Educational Corp. 403(b) Plan

403(b) retirement plan · Caucus Educational Corp.'s Caucus Educational Corp. 403(b) Plan held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Joseph R. LUPO signed Caucus Educational Corp.'s 2024 Form 5500 as plan administrator.

Joseph R. LUPO — 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

Caucus Educational Corp.'s EIN is 22-3240680.

EIN 22-3240680

Plan number 002

Plan year 2024

ACK ID 20250821111020NAL0004218465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caucus Educational Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caucus Educational Corp.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score