Original filing (PDF)20260217130139NAL0006784243001

COLLEGE DREAMS INC

Name: COLLEGE DREAMS INC — COLLEGE DREAMS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: COLLEGE DREAMS INC

Form 5500-SF

FILING_RECEIVED

COLLEGE DREAMS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Late filing · 3.0 moNo auditor on file

Active participants

334

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

Plan health score (directional)

/ 100

Grade C

Average plan with room to improve

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLEGE DREAMS INC.

Plan sponsor

Name

COLLEGE DREAMS INC

EIN

26-3161884

Address

789 NE 7TH STREET · GRANTS PASS, OR · 975264050

Phone

(541) 476-8146

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2026-02-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

BEVERLY HILLS BAR ASSOCIATION

BEVERLY HILLS BAR ASSOCIATION 401(K) PLAN

$490K · 9 participants

NURTURE COMPANY INC.

NURTURE COMPANY INC. CASH BALANCE PLAN

$490K · 2 participants

SYLRO SALES CORP

SYLRO SALES CORP 401(K) PROFIT SHARING PLAN & TRUST

$490K · 5 participants

CIVIC, LLC

CIVIC CASH BALANCE PLAN

$490K

BARFIELD GRADING, INC.

BARFIELD GRADING, INC. 401(K) PLAN

$490K · 43 participants

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 3.0 months past the 10.5-month grace window.
Only 8% 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.