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Original filing (PDF)20260113124709NAL0014200545001

EDVENTURE, INC.

Form 5500-SF
FILING_RECEIVED
EDVENTURE, INC. 403(B) PLAN
403(b) retirement plan
Active participants
67
Accounts w/ balance
24
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
  • Only 36% as many balances as active participants — suggests many active employees aren't deferring.
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 EDVENTURE, INC..
Plan sponsor
Name
EDVENTURE, INC.
EIN
57-1013857
Address
211 GERVAIS STREET · COLUMBIA, SC · 29201
Phone
(803) 779-3100
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-13
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
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 providers

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