Original filing (PDF)20250708155933NAL0002802339001

THE EDUCATION FUND, INC

Name: THE EDUCATION FUND, INC — THE EDUCATION FUND, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: THE EDUCATION FUND, INC

Form 5500-SF

FILING_RECEIVED

THE EDUCATION FUND, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE EDUCATION FUND, INC.

Plan sponsor

Name

THE EDUCATION FUND, INC

EIN

59-2468114all filings

Address

6713 MAIN STREET. · SUITE 240 · MIAMI LAKES, FL · 33014

Phone

(305) 558-4544

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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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