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EDUCATION LEADERSHIP FOUNDATION — EDUCATION LEADERSHIP FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721094422NAL0000560739001
EDUCATION LEADERSHIP FOUNDATION
Form 5500-SF
FILING_RECEIVED
EDUCATION LEADERSHIP FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
172
Accounts w/ balance
24
Plan assets (EOY)
$90K
Net assets (EOY)
$90K
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EDUCATION LEADERSHIP FOUNDATION
.
Find decision makers
Plan sponsor
Name
EDUCATION LEADERSHIP FOUNDATION
EIN
26-0417563
Address
1220 E OLIVE AVE · FRESNO, CA · 93728
Phone
(559) 291-5428
Industry
Educational Services
see 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
2025-07-21
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CREEKSIDE MONTESSORI SCHOOL
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$90K · 17 participants
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CHEMUNG VALLEY MONTESSORI SCHO
CHEMUNG VALLEY MONTESSORI SCHO 401(K) PROFIT SHARING PLAN & TRUST
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INSTITUTO DE AVANCE INTEGRAL LATINO INC A COMMUNITY DEVELOPM C/O
INSTITUTO DE AVANCE LATINO 401(K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 14% as many balances as active participants — suggests many active employees aren't deferring.
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$90K · 5 participants
ALETHEIA CHRISTIAN PRIVATE SCHOOL, INC
ACA 403(B) RETIREMENT PLAN
$90K · 67 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
