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Original filing (PDF)20250930091434NAL0011474961001
PLURALSIGHT, LLC
Form 5500
FILING_RECEIVED
PLURALSIGHT 401(K) PLAN
401(k) retirement plan
Active participants
1,114
Accounts w/ balance
2,183
Plan assets (EOY)
$168.8M
Net assets (EOY)
$168.8M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLURALSIGHT, LLC.
Plan sponsor
Name
PLURALSIGHT, LLC
EIN
20-1279619
Address
42 E. FUTURE WAY · DRAPER, UT · 84020
Phone
(801) 784-9007
Industry
Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WSRP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWN SECURITIES INC | 65-0939556 | — | ADVISOR | $0 | — |
Investments
38 direct securities· $167.8M(99% of reported assets)
Uncategorized
$167.0M
37 holdings
Mutual Funds
$779K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2050 Mutual Fund | — | — | — | $29.2M | 17.3% | |
| Fidelity Freedom Blend 2055 Mutual Fund | — | — | — | $22.0M | 13.0% | |
| Fidelity Freedom Blend 2045 Mutual Fund | — | — | — | $20.4M | 12.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $19.6M | 11.6% | |
| Fidelity Freedom Blend 2060 Mutual Fund | — | — | — | $12.2M | 7.2% | |
| Fidelity Freedom Blend 2040 Mutual Fund | — | — | — | $11.4M | 6.8% | |
| Fidelity Freedom Blend 2035 Mutual Fund | — | — | — | $10.7M | 6.3% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $7.5M | 4.4% | |
| Fidelity Freedom Blend 2030 Mutual Fund | — | — | — | $4.5M | 2.7% | |
| Janus Henderson Global Technology and Innovation Class I | — | — | — | $4.0M | 2.3% | |
| Fidelity Government Money Market Mutual Fund | — | — | — | $2.7M | 1.6% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $2.7M | 1.6% | |
| Fidelity Global ex US Index Mutual Fund | — | — | — | $2.5M | 1.5% | |
| MFS Growth Class R4 Mutual Fund | — | — | — | $2.4M | 1.4% | |
| Fidelity Freedom Blend 2025 Mutual Fund | — | — | — | $2.1M | 1.3% | |
| T. Rowe Price Global Technology Mutual Fund | — | — | — | $1.7M | 1.0% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $1.6M | 0.9% | |
| Fidelity Large Cap Class I Mutual Fund | — | — | — | $1.5M | 0.9% | |
| Fidelity Freedom Blend 2065 Mutual Fund | — | — | — | $1.0M | 0.6% | |
| Fidelity New Insights Class A Mutual Fund | — | — | — | $964K | 0.6% | |
| Cohen & Steers Real Estate Securities Mutual Fund | — | — | — | $814K | 0.5% | |
| MFS Mid Cap Value Class R4 Mutual Fund | — | — | — | $813K | 0.5% | |
| American Century Small Cap Growth Fund R6 Class | Mutual Funds | — | — | $779K | 0.5% | |
| JPMorgan Small Cap Value Class R6 Mutual Fund | — | — | — | $640K | 0.4% | |
| JPMorgan U.S. Small Company Class L Mutual Fund | — | — | — | $637K | 0.4% | |
| Fidelity Total Bond Class I Mutual Fund | — | — | — | $575K | 0.3% | |
| Fidelity International Discovery Class I Mutual | — | — | — | $491K | 0.3% | |
| Franklin Templeton Mutual FundGrowth Class R6 Mutual Fund | — | — | — | $452K | 0.3% | |
| Dreyfus FundOpportunistic Mid Cap Value Class I | — | — | — | $441K | 0.3% | |
| Fidelity Freedom Blend 2010 Mutual Fund | — | — | — | $300K | 0.2% | |
| American Century Mutual FundEmerging Class R6 Mutual Fund | — | — | — | $279K | 0.2% | |
| Fidelity Freedom Blend 2020 Mutual Fund | — | — | — | $250K | 0.1% | |
| Eaton Vance Income Fund of Boston Class I Mutual | — | — | — | $210K | 0.1% | |
| Fidelity FundGovernment Income Class I Mutual Fund | — | — | — | $163K | <0.1% | |
| Fidelity Mutual FundStrategic Income Class A Mutual Fund | — | — | — | $108K | <0.1% | |
| American Beacon International Equity Class R5 Mutual Fund | — | — | — | $95K | <0.1% | |
| Fidelity Freedom Blend Income Class I Mutual ** 122 * Fidelity FundNew Markets Income Class I Mutual Fund | — | — | — | $65K | <0.1% | |
| Legg Mason Global Opportunities Bond Class IS | — | — | — | $37K | <0.1% |
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