How big is The Education Fund, Inc.'s plan?

The Education Fund, Inc.'s plan reported $799K in assets and 16 participants for 2024.

Original filing (PDF)20250708155933NAL0002802339001

The Education Fund, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Education Fund, Inc. Retirement Plan

403(b) retirement plan · The Education Fund, Inc.'s The Education Fund, Inc. Retirement Plan held $799K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

People on this filing

Brian McCormick for TRPC signed The Education Fund, Inc.'s 2024 Form 5500 as plan administrator.

Brian McCormick for TRPC — 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 Education Fund, Inc.'s EIN is 59-2468114.

EIN 59-2468114

Plan number 001

Plan year 2024

ACK ID 20250708155933NAL0002802339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Education Fund, Inc.'s plan includes ERISA 404(c) participant direction, 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 THE EDUCATION FUND, 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