How big is Naleo Educational Fund's plan?

Naleo Educational Fund's plan reported $5.0M in assets and 62 participants for 2024.

Original filing (PDF)20250731115932NAL0005211969001

Naleo Educational Fund

Name: Naleo Educational Fund — Naleo Educational Fund, Form 5500 (2024)
Creator: Naleo Educational Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naleo Educational Fund Retirement Plan

401(k) retirement plan · Naleo Educational Fund's Naleo Educational Fund Retirement Plan held $5.0M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Naleo Educational Fund's EIN is 52-1212849.

EIN 52-1212849

Plan number 001

Plan year 2024

ACK ID 20250731115932NAL0005211969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Naleo Educational Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score