How big is The Learning Specialist, LLC's plan?

The Learning Specialist, LLC's plan reported $39K in assets and 4 participants for 2024.

Original filing (PDF)20251008154300NAL0003402771001

The Learning Specialist, LLC

Name: The Learning Specialist, LLC — The Learning, Form 5500 (2024)
Creator: The Learning Specialist, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Learning Specialist, LLC 401(k) Plan

401(k) retirement plan · The Learning Specialist, LLC's The Learning Specialist, LLC 401(k) Plan held $39K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

CHAD Carroll signed The Learning Specialist, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

The Learning Specialist, LLC's EIN is 83-3639562.

EIN 83-3639562

Plan number 001

Plan year 2024

ACK ID 20251008154300NAL0003402771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Learning Specialist, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Learning Specialist, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LEARNING SPECIALIST, LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score