· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WINDHAM LEARNING TREE ACADEMY — WINDHAM LEARNING TREE ACADEMY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430091237NAL0001699345001
WINDHAM LEARNING TREE ACADEMY
Form 5500-SF
FILING_RECEIVED
WINDHAM LEARNING TREE ACADEMY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
25
Accounts w/ balance
20
Plan assets (EOY)
$456K
Net assets (EOY)
$456K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
WINDHAM LEARNING TREE ACADEMY
.
Find decision makers
Plan sponsor
Name
WINDHAM LEARNING TREE ACADEMY
EIN
26-4381064
Address
4 COBBETTS POND RD UNIT 12 · WINDHAM, NH · 030871946
Phone
(603) 965-3484
Industry
Health Care & Social Assistance
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
2025-04-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
LIMAI MONTESSORI ACADEMY BUENA
LIMAI MONTESSORI ACADEMY BUENA 401(K) PROFIT SHARING PLAN & TRUST
$455K · 19 participants
SARAH WARD NURSERY CORPORATION
SARAH WARD NURSERY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$458K · 49 participants
TODAYS CHILD LEARNING CENTERS,
TODAY'S CHILD LEARNING CENTERS, INC. 401(K) PLAN
$455K · 83 participants
UNTS INC
UNTS INC 401(K) PROFIT SHARING PLAN & TRUST
$454K · 35 participants
OCEANSIDE NURSERY PARTNERS LP
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
OCEANSIDE NURSERY PARTNERS LP 401(K) PROFIT SHARING PLAN & TRUST
$454K · 29 participants
PAKACHOAG ACRES DAY CARE CENTER, INC.
PAKACHOAG ACRES DAY CARE CENTER, INC. 401(K) PLAN
$453K · 31 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
