Original filing (PDF)20250715113214NAL0001267043001

EDUCATION & TRAINING RESOURCES, LLC

Name: EDUCATION & TRAINING RESOURCES, LLC — EDUCATION & TRAINING RESOURCES, LLC 401(A) RETIREMENT PLAN, Form 5500 (2024)
Creator: EDUCATION & TRAINING RESOURCES, LLC

Form 5500-SF

FILING_RECEIVED

EDUCATION & TRAINING RESOURCES, LLC 401(A) RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

No auditor on file

Active participants

433

Accounts w/ balance

505

Plan assets (EOY)

$1000K

Net assets (EOY)

$1000K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATION & TRAINING RESOURCES, LLC.

Plan sponsor

Name

EDUCATION & TRAINING RESOURCES, LLC

EIN

61-1242482

Address

2422 AIRWAY DRIVE · BOWLING GREEN, KY · 42103

Phone

(270) 793-0607

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Educational Services plans

BOSTON AFTER SCHOOL & BEYOND, INC.

BOSTON AFTER SCHOOL & BEYOND, INC. 401(K) SAVINGS PLAN

$1000K · 10 participants

INTERNATIONAL SCHOOLHOUSE, LLC

INTERNATIONAL SCHOOLHOUSE, LLC 401(K) PLAN

$1000K · 18 participants

CROSSROADS NURSERY SCHOOL AND INFANT CENTER

403 (B) DC PLAN

$1.0M · 22 participants

THE ANACAPA SCHOOL

THE ANACAPA SCHOOL RETIREMENT PLAN

$1.0M · 6 participants

FSCX, INC.

FSCX, INC. 401(A) PLAN

$998K · 58 participants