Original filing (PDF)20250718094237NAL0001454849001

INDIVIDUAL EDUCATION PLAN ACADEMY

Name: INDIVIDUAL EDUCATION PLAN ACADEMY — INDIVIDUAL EDUCATION PLAN ACADEMY 401(K) PLAN, Form 5500 (2024)
Creator: INDIVIDUAL EDUCATION PLAN ACADEMY

Form 5500-SF

FILING_RECEIVED

INDIVIDUAL EDUCATION PLAN ACADEMY 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

257

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDIVIDUAL EDUCATION PLAN ACADEMY.

Plan sponsor

Name

INDIVIDUAL EDUCATION PLAN ACADEMY

EIN

81-4236838

Address

1515 MICHIGAN AVE. · KISSIMMEE, FL · 34744

Phone

(407) 946-0231

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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