How big is Options for Learning's plan?

Options for Learning's plan reported $23.9M in assets and 999 participants for 2025.

Original filing (PDF)20260407213500NAL0012240946001

Options for Learning

Name: Options for Learning — Options for Learning 403(b), Form 5500 (2025)
Creator: Options for Learning
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Options for Learning 403(b) Plan

401(k) retirement plan · Options for Learning's Options for Learning 403(b) Plan held $23.9M in plan assets for 999 participants in 2025, with Mutual of America as recordkeeper.

Signals · 1

No auditor on file

Active participants

999

Accounts w/ balance

1,171

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.9M

People on this filing

Dominic Alpuche signed Options for Learning's 2025 Form 5500 as plan administrator.

Dominic Alpuche — 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

Options for Learning's EIN is 95-3602641.

EIN 95-3602641

Plan number 002

Plan year 2025

ACK ID 20260407213500NAL0012240946001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Options for Learning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Options for Learning's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 OPTIONS FOR LEARNING.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Plan sponsor

Name

OPTIONS FOR LEARNING

EIN

all filings

Address

2934 E GARVEY AVE S STE 301 · WEST COVINA, CA · 917912192

Phone

(626) 967-7848

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-06-30

Filed

2026-04-07

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORDKEEPER	$0	—

Investments

32 direct securities· $23.9M(100% of reported assets)

Other securities

$21.2M

18 holdings

Common Collective Trusts

$1.5M

5 holdings

Mutual Funds

$1.2M

8 holdings

U.S. Treasuries

$48K

1 holding

					% of plan
. Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$3.8M	16.0%
. Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$3.1M	13.1%
. Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$2.8M	11.9%
. Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$2.4M	10.2%
. Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$2.2M	9.1%
. Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$1.7M	7.1%
. Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$1.5M	6.2%
. Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$1.3M	5.5%
. Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$655K	2.7%
. Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$560K	2.3%
. Mutual of America T. Rowe Price Blue Chip Growth I	Other securities	—	—	$539K	2.3%
. Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$523K	2.2%
. Vanguard Treasury Money Market Mutual of America Investor	Mutual Funds	—	—	$338K	1.4%
. Vanguard International Growth Mutual of America Adm	Mutual Funds	—	—	$313K	1.3%
. Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$303K	1.3%
. Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$249K	1.0%
. Calvert US Large Cap Core Rspnb Mutual of America Idx R6	Common Collective Trusts	—	—	$236K	1.0%
. BlackRock Mid-Cap Growth Equity Mutual of America K	Other securities	—	—	$231K	1.0%
. Mutual of America MoA Retirement Income Fund	Other securities	—	—	$182K	0.8%
. Vanguard Real Estate Index Mutual of America Admiral	Mutual Funds	—	—	$143K	0.6%
. Mutual of America PIMCO Real Return Instl	Mutual Funds	—	—	$127K	0.5%
. Mutual of America Loan Fund	Other securities	—	—	$121K	0.5%
. Mutual of America MFS Mid Cap Value R6	Mutual Funds	—	—	$95K	0.4%
. Mutual of America Dodge & Cox Stock	Mutual Funds	—	—	$85K	0.4%
. Mutual of America MoA International Fund	Other securities	—	—	$84K	0.3%
. Mutual of America Calvert Small-Cap R6	Other securities	—	—	$68K	0.3%
. Mutual of America Calvert Bond R6	U.S. Treasuries	—	—	$48K	0.2%
. Vanguard Total Bond Market Index Mutual of America Adm	Mutual Funds	—	—	$45K	0.2%
. Mutual of America Victory RS Small Cap Growth R6	Other securities	—	—	$25K	0.1%
. Mutual of America American Funds New World R6	Mutual Funds	—	—	$25K	0.1%
. Calvert International Responsible Mutual of America Idx R6	Common Collective Trusts	—	—	$13K	<0.1%
. Mutual of America Delaware Small Cap Value R6	Other securities	—	—	$12K	<0.1%