How big is California Education Plan, DBA,'s plan?

California Education Plan, DBA,'s plan reported $507K in assets and 21 participants for 2024.

Original filing (PDF)20250812185435NAL0008256033001

California Education Plan, DBA,

Name: California Education Plan, DBA, — School for, Form 5500 (2024)
Creator: California Education Plan, DBA,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

School for Independent Learners

401(k) retirement plan · California Education Plan, DBA,'s School for Independent Learners held $507K in plan assets for 21 participants in 2024.

Signals · 1

Late filing · 56.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

People on this filing

LEVI Leavitt signed California Education Plan, DBA,'s 2024 Form 5500 as plan administrator.

LEVI Leavitt — 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

California Education Plan, DBA,'s EIN is 77-0134851.

EIN 77-0134851

Plan number 001

Plan year 2024

ACK ID 20250812185435NAL0008256033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for California Education Plan, DBA, from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

California Education Plan, DBA,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 56.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score