Original filing (PDF)20250304100430NAL0011716416001

LEARY EDUCATIONAL FOUNDATION, INC.

Name: LEARY EDUCATIONAL FOUNDATION, INC. — LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LEARY EDUCATIONAL FOUNDATION, INC.

Form 5500

FILING_RECEIVED

LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

175

Accounts w/ balance

191

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

How this plan invests

This plan

16 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARY EDUCATIONAL FOUNDATION, INC..

Plan sponsor

Name

LEARY EDUCATIONAL FOUNDATION, INC.

EIN

54-0885291

Address

1463 NEW HOPE ROAD · CROSS JUNCTION, VA · 22625

Phone

(540) 888-3456

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	ADVISOR	$12K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

16 pooled funds· $4.7M(82% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001	Common Collective Trust	$1.2M	20.7%
FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001	Common Collective Trust	$1.1M	18.8%
FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001	Common Collective Trust	$804K	14.1%