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EDUCATION PIONEERS, INC. — EDUCATION PIONEERS ERISA 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250710080320NAL0003350947001
EDUCATION PIONEERS, INC.
Form 5500-SF
FILING_RECEIVED
EDUCATION PIONEERS ERISA 403(B) PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
47
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
EDUCATION PIONEERS, INC.
.
Find decision makers
Plan sponsor
Name
EDUCATION PIONEERS, INC.
EIN
77-0602311
Address
68 HARRISON AVE · SUITE 605-14991 · BOSTON, MA · 02111
Phone
(603) 520-6455
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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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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.
$1.9M · 272 participants
PROJECT DRAWDOWN
PROJECT DRAWDOWN 401(K) PLAN
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