Original filing (PDF)20250314155116NAL0035723760001

ASSOCIATION FOR MIDDLE LEVEL EDUCATION

Name: ASSOCIATION FOR MIDDLE LEVEL EDUCATION — ASSOCIATION FOR MIDDLE LEVEL EDUCATION 401(K) PLAN, Form 5500 (2024)
Creator: ASSOCIATION FOR MIDDLE LEVEL EDUCATION

Form 5500-SF

FILING_RECEIVED

ASSOCIATION FOR MIDDLE LEVEL EDUCATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

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 ASSOCIATION FOR MIDDLE LEVEL EDUCATION.

Plan sponsor

Name

ASSOCIATION FOR MIDDLE LEVEL EDUCATION

EIN

31-0865702

Address

2550 CORPORATE EXCHANGE DR. · COLUMBUS, OH · 43231

Phone

(937) 776-0056

Industry

Educational Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

GREEN TECH HIGH CHARTER SCHOOL

GREEN TECH HIGH CHARTER SCHOOL 401(K) PLAN

$986K · 55 participants

ENSEMBLE LEARNING

$986K · 12 participants

ENSEMBLE LEARNING

ENSEMBLE LEARNING 403(B) PLAN

$986K · 12 participants

NAVAL WAR COLLEGE FOUNDATION

NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN

$986K · 13 participants

ENTANGLED INSTITUTE

ENTANGLED INSTITUTE 401(K) PLAN

$987K · 17 participants