How big is Learning Forward's plan?

Learning Forward's plan reported $39K in assets and 21 participants for 2024.

Original filing (PDF)20251126140855NAL0002532243001

Learning Forward

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

Form 5500-SF

FILING_RECEIVED

Learning Forward SOCA Benefit Plan

Health & welfare plan · Learning Forward's Learning Forward SOCA Benefit Plan held $39K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$39K

Net assets (EOY)

$13K

People on this filing

Matt Appenzeller signed Learning Forward'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

Learning Forward's EIN is 31-0955962.

EIN 31-0955962

Plan number 501

Plan year 2024

ACK ID 20251126140855NAL0002532243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Learning Forward'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 LEARNING FORWARD.

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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