Original filing (PDF)20251218080251NAL0005005825001

EDIFY

Name: EDIFY — EDIFY 403(B) PLAN, Form 5500 (2024)
Creator: EDIFY

Form 5500-SF

FILING_RECEIVED

EDIFY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDIFY.

Plan sponsor

Name

EDIFY

EIN

27-0892545

Address

5694 MISSION CENTER RD. STE 602 · PMB 611 · SAN DIEGO, CA · 921084312

Phone

(855) 463-3439

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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 Educational Services plans

WINGS LEARNING CENTER, INC.

WINGS LEARNING CENTER 401(K)

$927K · 35 participants

PARTNERSHIP FOR REGIONAL EDUCATION PREPARATION-KANSAS CITY, INC.

PREP-KC SECTION 403(B) PLAN

$927K · 18 participants

BROOKWOOD MEDIA ARTS, INC.

BROOKWOOD MEDIA ARTS, INC. 401K PSP

$927K · 4 participants

CITY ACCESS NEW YORK INC.

CITY ACCESS NEW YORK INC. 401(K) PLAN

$926K · 76 participants

THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS

JEFFERSON INSTITUTE 403(B) TDA