How big is JM Perry Learning Technologies' plan?

JM Perry Learning Technologies' plan reported $56 in assets and 2 participants for 2024.

Original filing (PDF)20250625234059NAL0011730656001

JM Perry Learning Technologies

Name: JM Perry Learning Technologies — JM Perry Learning, Form 5500 (2024)
Creator: JM Perry Learning Technologies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JM Perry Learning Technologies 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · JM Perry Learning Technologies' JM Perry Learning Technologies 401(k) Profit Sharing Plan & Trust held $56 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56

Net assets (EOY)

$56

People on this filing

J Mitchell Perry signed JM Perry Learning Technologies' 2024 Form 5500 as plan administrator.

J Mitchell Perry — 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

JM Perry Learning Technologies' EIN is 77-0478201.

EIN 77-0478201

Plan number 001

Plan year 2024

ACK ID 20250625234059NAL0011730656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JM Perry Learning Technologies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JM Perry Learning Technologies' 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 JM PERRY LEARNING TECHNOLOGIES.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JM PERRY LEARNING TECHNOLOGIES

EIN

all filings

Address

4203 FOOTHILL RD · VENTURA, CA · 930031803

Phone

(805) 650-3567

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator