Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEARNING FORWARD
EIN 31-0955962education managementLatest filing 2025
Plans
4
Retirement
3
$5.4M assets
Welfare
1
Participants
63
800 E CAMPBELL RD STE 224 - RICHARDSON, TX 750811872972-421-0891learningforward.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $5.4M assets / 42 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEARNING FORWARD PROFIT SHARING PLAN
401k
Assets$5.0M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
LEARNING FORWARD TAX SHELTERED 403(B)
OtherDC
Assets$343K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEARNING FORWARD TAX SHELTERED 403(B)
OtherDC
Assets$16K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEARNING FORWARD SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEARNING FORWARD PROFIT SHARING PLAN | 401k | $5.0M | 35 | 2025 | |
| 005 | LEARNING FORWARD TAX SHELTERED 403(B) | OtherDC | $343K | 4 | 2025 | |
| 001 | LEARNING FORWARD TAX SHELTERED 403(B) | OtherDC | $16K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEARNING FORWARD SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans