Back to filter
Original filing (PDF)20250930235254NAL0030492738001
THE MATH LEARNING CENTER
Form 5500-SF
FILING_RECEIVED
THE MATH LEARNING CENTER 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
110
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MATH LEARNING CENTER.
Plan sponsor
Name
THE MATH LEARNING CENTER
EIN
51-0204735
Address
P.O. BOX 12929 · SALEM, OR · 973090929
Phone
(503) 370-8130
Industry
Educational Servicessee 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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
DALLAS CHRISTIAN SCHOOL
DALLAS CHRISTIAN SCHOOL 403(B) DC PLAN
$7.8M · 83 participants
LAWRENCE SCHOOL
LAWRENCE SCHOOL 403(B) DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
$7.8M · 98 participants
SAINT PAUL'S SCHOOL, INC.
SAINT PAUL'S SCHOOL 403(B) DC PLAN
$7.8M · 75 participants
LEARNING DISABILITIES OF WESTERN NEW YORK, INC. DBA BEYOND SUPPORT NET
BEYOND SUPPORT NETWORK 401(K) PLAN
$7.8M · 646 participants
CALIFORNIA EDUCATION ASSISTANCE, INC.
CALIFORNIA EDUCATION ASSISTANCE, INC. 403(B) PLAN
$7.8M · 4 participants
WALDORF SCHOOL
WALDORF SCHOOL DC RETIREMENT PLAN
$7.8M · 50 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B