How big is Lulac National Educational SER's plan?

Lulac National Educational SER's plan reported $6.1M in assets and 50 participants for 2024.

Original filing (PDF)20250417142652NAL0001882592001

Lulac National Educational SER

Name: Lulac National Educational SER — Safe-Harbor 403(b), Form 5500 (2024)
Creator: Lulac National Educational SER
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe-Harbor 403(b) Thrift Plan for Employees of Lulac National Educational Service Centers, Inc.

Defined-contribution retirement plan · Lulac National Educational SER's Safe-Harbor 403(b) Thrift Plan for Employees of Lulac National Educational Service Centers, Inc. held $6.1M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

LISA Smith signed Lulac National Educational SER's 2024 Form 5500 as plan administrator.

LISA Smith — 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

Lulac National Educational SER's EIN is 23-7262876.

EIN 23-7262876

Plan number 002

Plan year 2024

ACK ID 20250417142652NAL0001882592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lulac National Educational SER's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LULAC NATIONAL EDUCATIONAL SER

EIN

all filings

Address

1776 I STREET., NW, SUITE 400 · WASHINGTON, DC · 20006

Phone

(202) 835-9646

Industry

Educational Services

Plan administrator