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Original filing (PDF)20250728113013NAL0004480290006
CONVIVIAL LEARNING, INC.
Form 5500-SF
FILING_RECEIVED
CONVIVIAL LEARNING INC-ANTIOCH SCHOOL DEFINED CONTRIBUTION MONEY PURCH RET PLAN
403(b) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVIVIAL LEARNING, INC..
Plan sponsor
Name
CONVIVIAL LEARNING, INC.
EIN
31-0958968
Address
P.O. BOX 242 · YELLOW SPRINGS, OH · 45387
Phone
(937) 767-7642
Industry
Educational Servicessee 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
2025-07-28
Pension benefit codes
2L · 403(b)(1) annuity
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 providersRelated plans
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