Assets by plan
Share of aggregate retirement assets
Filings through .
Learning Forward
EIN 31-0955962education managementLatest filing 2025
Plans
4
Retirement
3
$5.4M assets
Health & Benefits
1
Participants
63
800 E CAMPBELL RD STE 224 - RICHARDSON, TX 750811872972-421-0891learningforward.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
4 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $5.4M assets / 42 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LEARNING FORWARD PROFIT SHARING PLAN
401(k)
Assets$5.0M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
LEARNING FORWARD TAX SHELTERED 403(B)
Other DC
Assets$343K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LEARNING FORWARD TAX SHELTERED 403(B)
Other DC
Assets$16K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LEARNING FORWARD SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LEARNING FORWARD PROFIT SHARING PLAN | 401(k) | $5.0M | 35 | 2025 |
| #005 | LEARNING FORWARD TAX SHELTERED 403(B) | Other DC | $343K | 4 | 2025 |
| #001 | LEARNING FORWARD TAX SHELTERED 403(B) | Other DC | $16K | 3 | 2025 |
- #002 · 401(k) · 202535
- #005 · Other DC · 20254
- #001 · Other DC · 20253
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LEARNING FORWARD SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans