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Sponsor portfolio

LEARNING FIRST ALLIANCE DEFERRED COMPENSATION PLAN

EIN 52-2085368-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
20
1250 N. PITT STREET - ALEXANDRIA, VA 223145604703-738-9081learningfirst.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$1.7M - 10 part#002403b-$367K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • FIRST ALLIANCE TDA (#001)82%
  • 403(B) DC PLAN (#002)18%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRST ALLIANCE TDA (#001)10
  • 403(B) DC PLAN (#002)10
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEARNING FIRST ALLIANCE TDA

403b

Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEARNING FIRST ALLIANCE 403(B) DC PLAN

403b

Assets$367K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEARNING FIRST ALLIANCE TDA403b$1.7M102025
002LEARNING FIRST ALLIANCE 403(B) DC PLAN403b$367K102025
Retirement plans
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