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Original filing (PDF)20250826050320NAL0016557778001
THE LEARNING EXPERIENCE CORPORAT
Form 5500
FILING_RECEIVED
THE LEARNING EXPERIENCE 401K PLAN
401(k) retirement plan
Active participants
542
Accounts w/ balance
265
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LEARNING EXPERIENCE CORPORAT.
Plan sponsor
Name
THE LEARNING EXPERIENCE CORPORAT
EIN
02-0713048
Address
210 HILLSBORO TECHNOLOGY DRIVE · DEERFIELD BEACH, FL · 33441
Phone
(561) 886-6400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITHBROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | BOCA RATON, FL | ADVISOR | $0 | — |
Investments
30 direct securities · 1 pooled fund· $6.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$6.6M
30 holdings
Common Collective Trust
$196K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF 2035 TARGET DATE R2E | Registered Investment Companies | — | — | $843K | 12.2% | |
| AMF 2050 TARGET DATE R2E | Registered Investment Companies | — | — | $745K | 10.8% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $740K | 10.7% | |
| AMF 2040 TARGET DATE R2E | Registered Investment Companies | — | — | $602K | 8.7% | |
| AMF 2045 TARGET DATE R2E | Registered Investment Companies | — | — | $587K | 8.5% | |
| AMF 2055 TARGET DATE - R2E | Registered Investment Companies | — | — | $531K | 7.7% | |
| AMF 2025 TARGET DATE R2E | Registered Investment Companies | — | — | $359K | 5.2% | |
| AMF 2060 TARGET DATE R2E | Registered Investment Companies | — | — | $348K | 5.0% | |
| AMF 2030 TARGET DATE R2E | Registered Investment Companies | — | — | $319K | 4.6% | |
| HARTFORD CORE EQUITY R3 | Registered Investment Companies | — | — | $300K | 4.3% | |
| BLACKROCK MID CAP GR EQUITY-R | Registered Investment Companies | — | — | $203K | 2.9% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $196K | 2.8% | |
| FEDERATED KAUFMANN SMALL CAP R | Registered Investment Companies | — | — | $124K | 1.8% | |
| COLUMBIA DIV INC FD - R | Registered Investment Companies | — | — | $102K | 1.5% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $91K | 1.3% | |
| JANHEN SMALL CAP VALUE FD - R | Registered Investment Companies | — | — | $82K | 1.2% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $75K | 1.1% | |
| JPM INTERNATIONAL EQ - R2 | Registered Investment Companies | — | — | $69K | 1.0% | |
| FIDELITY INTL CAPITAL APP M | Registered Investment Companies | — | — | $66K | 1.0% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $65K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $58K | 0.8% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $48K | 0.7% | |
| INVESCO DIVERSIFIED DIVIDEND R | Registered Investment Companies | — | — | $44K | 0.6% | |
| GOLDMAN SMALL CAP EQUITY R | Registered Investment Companies | — | — | $40K | 0.6% | |
| NATIONWIDE MD CP MKT IND FD R | Registered Investment Companies | — | — | $36K | 0.5% | |
| AMF 2020 TARGET DATE R2E | Registered Investment Companies | — | — | $34K | 0.5% | |
| CLEARBRIDGE MID CAP R | Registered Investment Companies | — | — | $33K | 0.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $28K | 0.4% | |
| LORD ABBETT SH DUR INC R3 | Registered Investment Companies | — | — | $22K | 0.3% | |
| WESTERN ASSET CORE PLUS BOND R | Registered Investment Companies | — | — | $20K | 0.3% | |
| LORD ABBETT BOND-DEB FD-R3 | Registered Investment Companies | — | — | $5K | <0.1% |