Back to filter
Original filing (PDF)20251010160405NAL0008443009001
SMALL GROUP READING, LLC
Form 5500-SF
FILING_RECEIVED
SMALL GROUP READING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMALL GROUP READING, LLC.
Plan sponsor
Name
SMALL GROUP READING, LLC
EIN
83-0389307
Address
1333 BROW ESTATES DRIVE · SIGNAL MTN, TN · 37377
Phone
(423) 866-2625
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
HARLEM ACADEMY
HARLEM ACADEMY - 10150260
$1.9M · 17 participants
RESEARCH FOR BETTER TEACHING
RESEARCH FOR BETTER TEACHING 401(K) PLAN
$1.9M · 14 participants
THE AMERICAN COLLEGE OF THE MEDITERRANEAN
THE AMERICAN COLLEGE OF THE MEDITERRANEAN 403(B) D
$1.9M · 27 participants
NORTHWESTERN COLLEGE
NORTHWESTERN COLLEGE 401(K) PLAN
$1.9M · 70 participants
S.S. PETER & PAUL CHURCH & SCHOOL
ST. PETER & PAUL 401(K) PLAN
$1.9M · 111 participants
QLTS SCHOOL LLC
QLTS SCHOOL LLC RETIREMENT PLAN
$1.9M · 4 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B