Plan Ledger DOL Form 5500 · updated monthly

Education Logistics, Inc401(k)

EDUCATION LOGISTICS, INC & AFFILIATES 401(K) PLAN · MISSOULA, MT · plan year 2022

Plan assets · 2022
$2.9M

Education Logistics, Inc's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $2,930,100 across 68 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Montana (200th of 229), and 10,565th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,930,100
Participants with balances68
Active participants94
Employer contributions—
Employee contributions$190,812
Employer contribution per active participant—
Average account balance$43,090
Benefits paid to participants$323,012
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
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Source: U.S. Department of Labor, Form 5500 series, EIN 810389667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.