· 2022–2024 · DOL EFAST2
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CALIFORNIA EDUCATION PLAN, DBA, — SCHOOL FOR INDEPENDENT LEARNERS, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250812185435NAL0008256033001
CALIFORNIA EDUCATION PLAN, DBA,
Form 5500-SF
FILING_RECEIVED
SCHOOL FOR INDEPENDENT LEARNERS
401(k) retirement plan
Signals · 1
Late filing · 56.9 mo
Active participants
21
Accounts w/ balance
11
Plan assets (EOY)
$507K
Net assets (EOY)
$507K
Plan health score (directional)
78
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA EDUCATION PLAN, DBA,
.
Find decision makers
Plan sponsor
Name
CALIFORNIA EDUCATION PLAN, DBA,
EIN
77-0134851
Address
909 N. SAN ANTONIO ROAD · LOS ALTOS, CA · 94022
Phone
(650) 941-4350
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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MOTHER CAROLINE ACADEMY & EDUCATION CENTER
MOTHER CAROLINE ACADEMY & EDUCATION CENTER TAX DEFERRED ANNUITY PLAN
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Knocking points off
Filed 56.9 months past the 10.5-month grace window.
52% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$506K · 7 participants
WALDORF SCHOOL AT MORAINE FARM, INC.
WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) TDA PLAN
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