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Original filing (PDF)20260306132748NAL0012265170001
LEARNING ALLY, INC.
Form 5500
FILING_RECEIVED
LEARNING ALLY 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
158
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARNING ALLY, INC..
Plan sponsor
Name
LEARNING ALLY, INC.
EIN
13-1659345
Address
20 ROSZEL ROAD · PRINCETON, NJ · 08540
Phone
(973) 477-0323
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITY SERVICES INC | 03-0221141 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
30 direct securities · 1 pooled fund· $11.3M(98% 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
$11.1M
30 holdings
Common Collective Trust
$111K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 16.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.2M | 10.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $705K | 6.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $600K | 5.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $599K | 5.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $559K | 4.9% | |
| AMERFUNDS 2010 TARG DATERET R6 561 REGISTERED INVESTMENT COMPANY AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $457K | 4.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $396K | 3.5% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $386K | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $360K | 3.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $349K | 3.0% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $282K | 2.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $271K | 2.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $254K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $252K | 2.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $238K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $219K | 1.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $206K | 1.8% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $132K | 1.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $111K | 1.0% | |
| AMERFUNDS 2065 TARG DATERET R6 958 REGISTERED INVESTMENT COMPANY DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $110K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $91K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $87K | 0.8% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| BLK SUST AWARE ADV LC CORE K | Registered Investment Companies | — | — | $58K | 0.5% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $31K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $28K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2K | <0.1% |
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