How big is Los Alamitos Education Foundation's plan?

Los Alamitos Education Foundation's plan reported $247K in assets and 133 participants for 2025.

Original filing (PDF)20260304172722NAL0005357520001

Los Alamitos Education Foundation

Name: Los Alamitos Education Foundation — Los Alamitos, Form 5500 (2025)
Creator: Los Alamitos Education Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Los Alamitos Education Foundation 403(b) Plan

403(b) retirement plan · Los Alamitos Education Foundation's Los Alamitos Education Foundation 403(b) Plan held $247K in plan assets for 133 participants in 2025.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

People on this filing

Carrie Logue signed Los Alamitos Education Foundation's 2025 Form 5500 as plan administrator.

Carrie Logue — 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

Los Alamitos Education Foundation's EIN is 95-3756247.

EIN 95-3756247

Plan number 001

Plan year 2025

ACK ID 20260304172722NAL0005357520001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Los Alamitos Education Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Los Alamitos Education Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOS ALAMITOS EDUCATION FOUNDATION.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score