How big is AD Fontes Educational Trust's plan?

AD Fontes Educational Trust's plan reported $511K in assets and 68 participants for 2024.

Original filing (PDF)20250731050231NAL0007810032001

AD Fontes Educational Trust

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

Form 5500-SF

FILING_RECEIVED

AD Fontes Educational Trust 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · AD Fontes Educational Trust's AD Fontes Educational Trust 401(k) Profit Sharing Plan & Trust held $511K in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

People on this filing

Julie a Jeffrey signed AD Fontes Educational Trust's 2024 Form 5500 as plan administrator.

Julie a Jeffrey — 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

AD Fontes Educational Trust's EIN is 54-1780628.

EIN 54-1780628

Plan number 001

Plan year 2024

ACK ID 20250731050231NAL0007810032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AD Fontes Educational Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off