· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALIFORNIA EDUCATION ASSISTANCE, INC. — CALIFORNIA EDUCATION ASSISTANCE, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250822133150NAL0002564195001
CALIFORNIA EDUCATION ASSISTANCE, INC.
Form 5500-SF
FILING_RECEIVED
CALIFORNIA EDUCATION ASSISTANCE, INC. 403(B) PLAN
403(b) retirement plan
Active participants
4
Accounts w/ balance
24
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
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
CALIFORNIA EDUCATION ASSISTANCE, INC.
.
Find decision makers
Plan sponsor
Name
CALIFORNIA EDUCATION ASSISTANCE, INC.
EIN
95-3705585
Address
840 APOLLO ST · SUITE 306 · EL SEGUNDO, CA · 902454763
Phone
(310) 242-8844
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
YESHIVA HAR TORAH 403(B) DC PLAN
YESHIVA HAR TORAH 403(B) DC PLAN
$7.8M · 77 participants
FLORIDA SCHOOL BOOK DEPOSITORY, INC
FLORIDA SCHOOL BOOK DEPOSITORY, INC. 401(K) PROFIT SHARING PLAN
$7.8M · 64 participants
LAWRENCE SCHOOL
LAWRENCE SCHOOL 403(B) DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
$7.8M · 98 participants
MMI PREPARATORY SCHOOL
MMI PREPARATORY SCHOOL RETIREMENT PLAN
$7.8M · 34 participants
DENVER JEWISH DAY SCHOOL
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DENVER JEWISH DAY SCHOOL RETIREMENT PLAN
$7.8M
THE MATH LEARNING CENTER
THE MATH LEARNING CENTER 401(K) PLAN
$7.8M · 87 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
