Learning Foundation Management, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Learning Foundation Management, INC.
  • Sponsor EIN: 264420224
  • Sponsor Address: 14607 BRICK PLACE, TAMPA, FL, 33679
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202515$1.2M$0$0
202415$1.2M$0$0
202314$1.1M$0$0
202212$1.1M$0$0

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