Back to filter
Original filing (PDF)20241011131700NAL0038828848001
INSTRUCTURE, INC.
Form 5500
FILING_RECEIVED
INSTRUCTURE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,095
Accounts w/ balance
2,008
Plan assets (EOY)
$65.1M
Net assets (EOY)
$65.1M
How this plan invests
This plan
26 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 54% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTRUCTURE, INC..
Plan sponsor
Name
INSTRUCTURE, INC.
EIN
26-3505687
Address
6330 SOUTH 3000 EAST SUITE 700 · SALT LAKE CITY, UT · 84121
Phone
(801) 658-7505
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SQUIRE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $103K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $43K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $14K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | CONSULTING | $400 | — |
Investments
26 pooled funds· $58.7M(90% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NUVEEN TIAA LIFECYCLE INDEX 2050 J NUVEEN FUND ADVISORS · EIN 85-3138760 / PN 041 | Common Collective Trust | $13.6M | 21.0% |
| NUVEEN TIAA LIFECYCLE INDEX 2045 J NUVEEN FUND ADVISORS · EIN 85-3115258 / PN 040 | Common Collective Trust | $10.1M | 15.6% |
| NUVEEN TIAA LIFECYCLE INDEX 2055 J NUVEEN FUND ADVISORS · EIN 85-3165477 / PN 042 | Common Collective Trust | $10.1M | 15.5% |
| NUVEEN TIAA LIFECYCLE INDEX 2040 J NUVEEN FUND ADVISORS · EIN 85-3096428 / PN 039 | Common Collective Trust | $9.4M | 14.4% |
| RESOURCES DIVERSIFIELD EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | $5.6M | 8.7% |
| NUVEEN TIAA LIFECYCLE INDEX 2060 J NUVEEN FUND ADVISORS · EIN 85-3177591 / PN 043 | Common Collective Trust | $3.1M | 4.7% |
| RESOURCES DIVERSIFIELD FIXED INCOME ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $2.4M | 3.7% |
| RESOURCES DIVERSIFIELD RISK MITTGAT ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | $1.3M | 2.0% |
| NUVEEN TIAA LIFECYCLE INDEX 2065 J NUVEEN FUND ADVISORS · EIN 85-3241339 / PN 047 | Common Collective Trust | $949K | 1.5% |
| NUVEEN TIAA LIFECYCLE INDEX 2035 J NUVEEN FUND ADVISORS · EIN 85-3078653 / PN 038 | Common Collective Trust | $889K | 1.4% |
| BLACKROCK RUSSELL 1000 GROWTH INDEX GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | $388K | 0.6% |
| NUVEEN TIAA LIFECYCLE INDEX 2030 J NUVEEN FUND ADVISORS · EIN 85-3029802 / PN 037 | Common Collective Trust | $385K | 0.6% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $354K | 0.5% |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 001 | Common Collective Trust | $44K | <0.1% |
| STATE ST EMG MKTS INDX SL SF CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 002 | Common Collective Trust | $26K | <0.1% |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 001 | Common Collective Trust | $4K | <0.1% |
| BLACKROCK RUSSELL 1000 VALUE INDEX GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | $16 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2060 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R NUVEEN FUND ADVISORS · EIN 37-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |
| BLACKROCK RUSSELL 1000 INDEX FND CL GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | $0 | <0.1% |
| NUVEEN TIAA LIFECYCLE INDEX 2050 R NUVEEN FUND ADVISORS · EIN 27-3441498 / PN 043 | Common Collective Trust | $0 | <0.1% |