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BIG OAKS LEARNING CENTER — BIG OAKS LEARNING CENTER 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008132650NAL0005910161001
BIG OAKS LEARNING CENTER
Form 5500-SF
FILING_RECEIVED
BIG OAKS LEARNING CENTER 403(B) PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
7
Plan assets (EOY)
$294K
Net assets (EOY)
$294K
Plan health score (directional)
84
/ 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
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
BIG OAKS LEARNING CENTER
.
Find decision makers
Plan sponsor
Name
BIG OAKS LEARNING CENTER
EIN
94-2227570
Address
1907 HARMON STREET · P.O. BOX 3215 · BERKELEY, CA · 94703
Phone
(513) 535-0829
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Knocking points off
Only 32% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$293K · 40 participants
CHILD AND FAMILY CENTERS OF EX
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHILD AND FAMILY CENTERS OF EXCELLENCE, INC.
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