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Original filing (PDF)20251013101255NAL0001085169001
C2 EDUCATIONAL SYSTEMS, INC.
Form 5500
FILING_RECEIVED
C2 EDUCATIONAL SYSTEMS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,399
Accounts w/ balance
457
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C2 EDUCATIONAL SYSTEMS, INC..
Plan sponsor
Name
C2 EDUCATIONAL SYSTEMS, INC.
EIN
22-3884949
Address
6470 EAST JOHNS CROSSING · SUITE 160 #1046 · JOHNS CREEK, GA · 30097
Phone
(770) 623-2800
Industry
Educational 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
DENT MOSES, LLP
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 | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $52K | — |
Investments
29 direct securities · 5 pooled funds· $19.1M(100% 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.
Uncategorized
$16.5M
28 holdings
Common Collective Trust
$2.5M
5 holdings
Mutual Funds
$43K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.3M | 17.9% | |
| Fidelity Freedom Blend 2040 Fund Class K6 | — | — | — | $2.1M | 11.5% | |
| Fidelity Freedom Blend 2030 Fund Class K6 | — | — | — | $1.6M | 8.7% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 8.4% | |
| Fidelity Freedom Blend 2050 Fund Class K6 | — | — | — | $1.4M | 7.8% | |
| Fidelity Freedom Blend 2055 Fund Class K6 | — | — | — | $1.0M | 5.5% | |
| Fidelity Freedom Blend 2035 Fund Class K6 | — | — | — | $1.0M | 5.5% | |
| Fidelity Freedom Blend 2060 Fund Class K6 | — | — | — | $937K | 5.1% | |
| Fidelity Freedom Blend 2045 Fund Class K6 | — | — | — | $785K | 4.3% | |
| Invesco Discovery Fund Class R6 | — | — | — | $687K | 3.7% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $501K | 2.7% | |
| Putnam Investments Large Cap Value Trust Class IA | — | — | — | $501K | 2.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $407K | 2.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $325K | 1.8% | |
| MONEY MARKET FUNDS * Fidelity Government Money Market Fund | — | — | — | $292K | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $251K | 1.4% | |
| Franklin Templeton Franklin Small Cap Value Fund | — | — | — | $242K | 1.3% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $242K | 1.3% | |
| Fidelity Freedom Blend 2020 Fund Class K6 | — | — | — | $221K | 1.2% | |
| Pimco Income Fund Institutional Class | — | — | — | $219K | 1.2% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $201K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $194K | 1.1% | |
| John Hancock Bond Fund Class R6 | — | — | — | $186K | 1.0% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $176K | 1.0% | |
| MFS International Diversification Fund Class R6 | — | — | — | $143K | 0.8% | |
| Fidelity Freedom Blend 2015 Fund Class K6 | — | — | — | $126K | 0.7% | |
| Fidelity Freedom Blend 2065 Fund Class K6 | — | — | — | $122K | 0.7% | |
| Fidelity Freedom Blend Income Fund Class K6 | — | — | — | $110K | 0.6% | |
| Fidelity Freedom Blend 2025 Fund Class K6 | — | — | — | $104K | 0.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $51K | 0.3% | |
| S Allspring Special Mid Cap Value Fund - Class R6 | Mutual Funds | — | — | $43K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $23K | 0.1% | |
| Fidelity Freedom Blend 2010 Fund Class K6 | — | — | — | $13K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
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