Retirement plan

LEARNING FORWARD PROFIT SHARING PLAN

Name: LEARNING FORWARD - LEARNING FORWARD PROFIT SHARING PLAN (2025) Form 5500
Creator: LEARNING FORWARD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEARNING FORWARD PROFIT SHARING PLAN, LEARNING FORWARD

LEARNING FORWARDEIN 31-0955962Plan #002PY 2025

800 E. CAMPBELL RD-SUITE 224 - RICHARDSON, TX 75081972-421-0891learningforward.orgLinkedIn11-50 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

-2.2% from 2024

Total participants

-12.5% from 2024

Average account balance

$147,109

+12.2% from 2024

Annual return

11.51%

-1.39 pp from 2024

Benchmarks

See 4,159 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,159 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.00M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$147K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$427K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$33175

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$51270 / participant

Other / not subdivided$1M100.0%

% of EOY assets

22.551%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$147,109

$76,368+92.6%

$67,681+117.4%

$154,746-4.9%

Participation rate

95.5%

79.0%+16.5pp

73.7%+21.7pp

80.7%+14.8pp

Annual return

11.51%

1066.77%-1055.3pp

590.58%-579.1pp

172.34%-160.8pp

Employer contribution / active EE

$13,458

$3,151+327.1%

$2,678+402.5%

$4,379+207.3%

Participant deferral / active EE

$5,940

$4,824+23.1%

$3,976+49.4%

$6,730-11.7%

Admin fee / account holder

$33,175

$8,559+287.6%

$6,100+443.9%

$14,365+130.9%

LEARNING FORWARD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEARNING FORWARD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion