How big is Individual Education Plan Academy's plan?

Individual Education Plan Academy's plan reported $178K in assets and 257 participants for 2024.

Original filing (PDF)20250718094237NAL0001454849001

Individual Education Plan Academy

Name: Individual Education Plan Academy — Individual, Form 5500 (2024)
Creator: Individual Education Plan Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Individual Education Plan Academy 401(k) Plan

401(k) retirement plan · Individual Education Plan Academy's Individual Education Plan Academy 401(k) Plan held $178K in plan assets for 257 participants in 2024.

Signals · 1

No auditor on file

Active participants

257

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

People on this filing

Marcus Bowie signed Individual Education Plan Academy's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Individual Education Plan Academy's EIN is 81-4236838.

EIN 81-4236838

Plan number 001

Plan year 2024

ACK ID 20250718094237NAL0001454849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Individual Education Plan Academy'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 INDIVIDUAL EDUCATION PLAN ACADEMY.

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score