Original filing (PDF)20250423145342NAL0003889699001

EDUCATION & EMPOWERMENT INC

Name: EDUCATION & EMPOWERMENT INC — EDUCATION & EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: EDUCATION & EMPOWERMENT INC

Form 5500-SF

FILING_RECEIVED

EDUCATION & EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 EDUCATION & EMPOWERMENT INC.

Plan sponsor

Name

EDUCATION & EMPOWERMENT INC

EIN

45-4188121

Address

111 AVENUE R NE · WINTER HAVEN, FL · 338812472

Phone

(863) 299-5485

Industry

Educational Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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