Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INC.

Name: THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN - 403(B) THRIFT PLAN FOR EMPLOYEES OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INC. (2025) Form 5500
Creator: THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INC., THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, IN

THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INEIN 55-0630914Plan #002PY 2025

803 QUARRIER ST STE 310 - CHARLESTON, WV 253012658304-342-7850educationalliance.orgLinkedIn1-10 employeeseducation management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$740K

-24.4% from 2024

Total participants

0.0% from 2024

Average account balance

$67,269

-24.4% from 2024

Annual return

13.95%

-0.52 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$740K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$41969

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$462K

$76943 / participant

Other / not subdivided$462K100.0%

% of EOY assets

62.389%

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

$67,269

$68,097-1.2%

$62,929+6.9%

$137,256-51.0%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

13.95%

1859.11%-1845.2pp

1063.93%-1050.0pp

220.34%-206.4pp

Employer contribution / active EE

$7,452

$2,811+165.1%

$2,505+197.5%

$4,156+79.3%

Participant deferral / active EE

$6,933

$4,553+52.3%

$3,888+78.3%

$6,407+8.2%

Admin fee / account holder

$41,969

$6,521+543.5%

$5,065+728.7%

$12,270+242.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FOR PUBLIC SCHOOLS, INC.

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