Original filing (PDF)20250526055453NAL0003706323001

EDTHEORY

Name: EDTHEORY — EDTHEORY 401K, Form 5500 (2024)
Creator: EDTHEORY

Form 5500-SF

FILING_RECEIVED

EDTHEORY 401K

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

248

Accounts w/ balance

100

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 EDTHEORY.

Plan sponsor

Name

EDTHEORY

EIN

82-4675419

Address

6701 KOLL CENTER PKWY STE 250 · PLEASANTON, CA · 94566

Phone

(408) 431-9226

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

2025-05-26

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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