How big is Learn21's plan?

Learn21's plan reported $4K in assets and 14 participants for 2024.

Original filing (PDF)20250729141225NAL0001683363001

Learn21

Name: Learn21 — Learn21 SOCA Benefit Plan, Form 5500 (2024)
Creator: Learn21
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Learn21 SOCA Benefit Plan

Health & welfare plan · Learn21's Learn21 SOCA Benefit Plan held $4K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Matt Appenzeller signed Learn21's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Learn21's EIN is 27-2826976.

EIN 27-2826976

Plan number 501

Plan year 2024

ACK ID 20250729141225NAL0001683363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Learn21 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Learn21's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEARN21.

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LEARN21

EIN

all filings

Address

5959 HAGEWA DR · CINCINNATI, OH · 45242

Phone

(513) 402-2121

Industry

Professional & Technical Services

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Professional & Technical Services plans

Euroroll USA LLC

Euroroll USA LLC 401(k) Plan

$4K · 2 participants

OPEX Solutions Inc.

$4K

HUA NANI Advocates, LLC

HUA NANI Advocates, LLC 401(k) Plan

Bay Area Building Services Inc.

Bay Area Building Services Inc. 401(k) Profit Sharing Plan & Trust

$4K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.