Original filing (PDF)20250623152727NAL0003812227001

NATIONAL CENTERS FOR LEARNING

Name: NATIONAL CENTERS FOR LEARNING — 403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC., Form 5500 (2024)
Creator: NATIONAL CENTERS FOR LEARNING

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 NATIONAL CENTERS FOR LEARNING.

Plan sponsor

Name

NATIONAL CENTERS FOR LEARNING

EIN

39-1031440

Address

N4W22000 BLUEMOUND RD · WAUKESHA, WI · 531862700

Phone

(262) 548-8080

Industry

Health Care & Social Assistancesee 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

2025-06-23

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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 Health Care & Social Assistance plans

BOYS & GIRLS CLUBS OF ELKHART COUNTY

BOYS & GIRLS CLUBS OF ELKHART COUNTY, INC. RETIREMENT SAVINGS PLAN

$1.6M · 156 participants

CHILD DEVELOPMENT SERVICES OF OTTAWA COUNTY, INC.

CHILD DEVELOPMENT SERVICES OF OTTAWA COUNTY, INC. 401(K) RETIREMENT PLAN

$1.6M · 67 participants

MOHAWKCAMPCO, LLC

MOHAWKCAMPCO, LLC PROFIT SHARING & EMPLOYEES SAVINGS PLAN

$1.7M · 25 participants

COOPER ROSE, LLC D/B/A THE GODDA

COOPER ROSE, LLC D/B/A THE GODDARD SCHOOL 401(K) PLAN

$1.6M · 17 participants