How big is Carlsbad Educational Foundation's plan?

Carlsbad Educational Foundation's plan reported $586K in assets and 48 participants for 2024.

Original filing (PDF)20250623131115NAL0015530290001

Carlsbad Educational Foundation

Name: Carlsbad Educational Foundation — Carlsbad Education, Form 5500 (2024)
Creator: Carlsbad Educational Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlsbad Educational Foundation 401(k) Plan

401(k) retirement plan · Carlsbad Educational Foundation's Carlsbad Educational Foundation 401(k) Plan held $586K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

People on this filing

Laura Pitts signed Carlsbad Educational Foundation's 2024 Form 5500 as plan administrator.

Laura Pitts — 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

Carlsbad Educational Foundation's EIN is 95-3768448.

EIN 95-3768448

Plan number 001

Plan year 2024

ACK ID 20250623131115NAL0015530290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlsbad Educational Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlsbad Educational Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off