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  2. LOVE 2 LEARN PRESCHOOL ACADEMY
Sponsor portfolio

LOVE 2 LEARN PRESCHOOL ACADEMY

EIN 81-3432406-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
15
2991 EAST PORTOLA VALLEY DRIVE - GILBERT, AZ 85297408-425-7940
Plans on this EIN
2 filings
#001CashBalance-$1.2M - 5 part#002ProfitSharing-$258K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PLAN (#001)82%
  • PROFIT SHARING PLAN (#002)18%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)10
  • CASH BALANCE PLAN (#001)5
Total 15Click 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

LOVE 2 LEARN PRESCHOOL ACADEMY CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOVE 2 LEARN PRESCHOOL ACADEMY PROFIT SHARING PLAN

ProfitSharing

Assets$258K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOVE 2 LEARN PRESCHOOL ACADEMY CASH BALANCE PLANCashBalance$1.2M52024
002LOVE 2 LEARN PRESCHOOL ACADEMY PROFIT SHARING PLANProfitSharing$258K102024
Retirement plans
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