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Original filing (PDF)20260304075609NAL0001877587001
POSITIVE EDUCATION PROGRAM
Form 5500
FILING_RECEIVED
POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
288
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSITIVE EDUCATION PROGRAM.
Plan sponsor
Name
POSITIVE EDUCATION PROGRAM
EIN
34-1127919
Address
3100 EUCLID AVENUE · CLEVELAND, OH · 441152508
Phone
(216) 361-4400
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
MARISHA DYKES
EIN
34-1127919
City
CLEVELAND, OH
Phone
(216) 361-4400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN/RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO SECURITIES CORP | — | BEACHWOOD, OH | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MGO ONE SEVEN LLC | 88-2000569 | BEACHWOOD, OH | THIRD PARTY ADMINISTRATO | $6K | — |
Investments
1 pooled fund· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NATIONWIDE FIXED SELECT NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | $0 | <0.1% |
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