How big is The Educational Foundation, Inc.'s plan?

The Educational Foundation, Inc.'s plan reported $7.7M in assets and 38 participants for 2024.

Original filing (PDF)20250904114028NAL0027318608001

The Educational Foundation, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Educational Foundation, Inc. 401(k) Plan

401(k) retirement plan · The Educational Foundation, Inc.'s The Educational Foundation, Inc. 401(k) Plan held $7.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Cindy SHI signed The Educational Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Cindy SHI — 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

The Educational Foundation, Inc.'s EIN is 56-6058412.

EIN 56-6058412

Plan number 001

Plan year 2024

ACK ID 20250904114028NAL0027318608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Educational Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Educational Foundation, Inc.'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 THE EDUCATIONAL FOUNDATION, INC..

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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

Helping the score