Original filing (PDF)20230911081701NAL0011577075001

ENGAGE! LEARNING, LLC

Name: ENGAGE! LEARNING, LLC — ENGAGE2LEARN CASH BALANCE PLAN, Form 5500 (2022)
Creator: ENGAGE! LEARNING, LLC

Form 5500-SF

FILING_RECEIVED

ENGAGE2LEARN CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENGAGE! LEARNING, LLC.

Plan sponsor

Name

ENGAGE! LEARNING, LLC

EIN

45-4211320all filings

Address

8911 NORTH CAPITAL OF TEXAS HIGHWAY · SUITE 4200-1065 · AUSTIN, TX · 78759

Phone

(833) 325-4769

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-30

Filed

2023-09-11

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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 Educational Services plans

WINSOR LEARNING, INC.

WINSOR LEARNING RETIREMENT SAVINGS PLAN

BERRY FOUNDATION

PRYOR LEARNING, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

MY BEST MUSIC ACADEMY LLC

MY BEST MUSIC ACADEMY, LLC 401(K) PLAN

RAISE LABS, INC.

RAISE LABS 401(K) PLAN

POLISHED ROCK LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.