How big is College Unbound's plan?

College Unbound's plan reported $78K in assets and 131 participants for 2024.

Original filing (PDF)20250720112733NAL0000674882001

College Unbound

Name: College Unbound — College Unbound 401(k), Form 5500 (2024)
Creator: College Unbound
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

College Unbound 401(k)

401(k) retirement plan · College Unbound's College Unbound 401(k) held $78K in plan assets for 131 participants in 2024.

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Shirley Horner signed College Unbound's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

College Unbound's EIN is 46-2470807.

EIN 46-2470807

Plan number 001

Plan year 2024

ACK ID 20250720112733NAL0000674882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for College Unbound from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

College Unbound's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLEGE UNBOUND.

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Plan health score

Average plan with room to improve

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score