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Original filing (PDF)20250614221247NAL0052797890001
EDUCATE
Form 5500-SF
FILING_RECEIVED
EDUCATE 403(B)
403(b) retirement plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 EDUCATE.
Plan sponsor
Name
EDUCATE
EIN
84-1648607
Address
1905 N SHERMAN ST STE 200 PMB 1383 · DENVER, CO · 802031132
Phone
(415) 730-2038
Industry
Educational Servicessee all
Plan administrator
Name
KATHRYN SAMPLE
EIN
81-1680134
City
WESTLAND, MI
Phone
(734) 430-0941
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-14
Pension benefit codes
2L · 403(b)(1) annuity
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.