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Sponsor portfolio

SCHOOLSPLP

EIN 82-3860766-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
53
24 W CAMELBACK ROAD, SUITE A-422 - PHOENIX, AZ 85013602-791-6138
Plans on this EIN
2 filings
#002ESOP-$1.5M - 33 part#001401k-$1.4M - 20 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE STOCK OWNERSHIP (#002)51%
  • SCHOOLSPLP 401(K) (#001)49%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)33
  • SCHOOLSPLP 401(K) (#001)20
Total 53Click 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#002

SCHOOLSPLP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.5M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCHOOLSPLP 401(K)

401k

Assets$1.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCHOOLSPLP EMPLOYEE STOCK OWNERSHIP PLANESOP$1.5M332025
001SCHOOLSPLP 401(K)401k$1.4M202025
Retirement plans
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