Back to filter
Original filing (PDF)20250924152550NAL0017421122001
N & E LEARNING, LLC
Form 5500-SF
FILING_RECEIVED
N & E LEARNING, LLC 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
263
Accounts w/ balance
238
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
77
/ 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
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for N & E LEARNING, LLC.
Plan sponsor
Name
N & E LEARNING, LLC
EIN
26-3442495
Address
1209 HILL ROAD NORTH #200 · PICKERINGTON, OH · 43147
Phone
(614) 226-1751
Industry
Educational 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
2025-09-24
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
NATIONAL COLLEGE ADVISING CORPS
COLLEGE ADVISING CORPS 401(K) PLAN
$2.5M · 36 participants
DU BOIS AREA CATHOLIC SCHOOLS
DU BOIS AREA CATHOLIC SCHOOLS 401(K) PLAN
$2.5M · 59 participants
INSIGHTS TRAINING GROUP, LLC
INSIGHTS 401(K) RETIREMENT PLAN
$2.5M · 229 participants
LIGHTHOUSE ACADEMIES, INC.
LIGHTHOUSE ACADEMIES, INC. 401(K) PLAN
$2.5M · 4 participants
TRADINGEDU, LLC DBA TRADING ACADEMY
TRADINGEDU, LLC DBA TRADING ACADEMY 401(K) PLAN
$2.5M · 17 participants
PROVIDENCE MONTESSORI SCHOOL, INC.
PROVIDENCE MONTESSORI SCHOOL 403B PLAN
$2.5M · 63 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants