Original filing (PDF)20250722122044NAL0003482272001

TAKE STOCK IN CHILDREN

Name: TAKE STOCK IN CHILDREN — TAKE STOCK IN CHILDREN 403 (B) PLAN, Form 5500 (2024)
Creator: TAKE STOCK IN CHILDREN

Form 5500-SF

FILING_RECEIVED

TAKE STOCK IN CHILDREN 403 (B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAKE STOCK IN CHILDREN.

Plan sponsor

Name

TAKE STOCK IN CHILDREN

EIN

59-3331584

Address

2929 E. COMMERCIAL BLVD., SUITE 408 · FT LAUDERDALE, FL · 33308

Phone

(786) 369-5134

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

2025-07-22

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

A READINESS LEARNING ACADEMY, INC.

A READINESS LEARNING ACADEMY 401(K) PLAN

$1.9M · 28 participants

OLD COLONY MONTESSORI SCHOOL, INC.

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF OLD COLONY MONTESSORI SCHOOL

$1.9M · 21 participants

THE LINCOLN SCHOOL

THE LINCOLN SCHOOL RETIREMENT PLAN

$1.9M · 26 participants

BIG BLUE SWIM SCHOOL HOLDCO

BIG BLUE SWIM SCHOOL 401(K) PLAN

$1.9M · 332 participants

GRANT EDUCATION CENTER DBA ACME EDUCATION GROUP