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THE ASSOCIATION FOR CONTINUING EDUCATION — THE ASSOCIATION FOR CONTINUING EDUCATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250803155052NAL0000417009001
THE ASSOCIATION FOR CONTINUING EDUCATION
Form 5500-SF
FILING_RECEIVED
THE ASSOCIATION FOR CONTINUING EDUCATION 403(B) PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE ASSOCIATION FOR CONTINUING EDUCATION
.
Find decision makers
Plan sponsor
Name
THE ASSOCIATION FOR CONTINUING EDUCATION
EIN
94-1682218
Address
164 MAIN STREET · LOS ALTOS, CA · 94022
Phone
(650) 948-5583
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-08-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CELEBREE LEARNING CENTERS
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CELEBREE LEARNING CENTERS 401(K) RETIREMENT SAVINGS PLAN
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
