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Original filing (PDF)20250516170202NAL0014232179001
SKYLINE EDUCATION, INC.
Form 5500
FILING_RECEIVED
SKYLINE EDUCATION 403(B) PLAN
403(b) retirement plan
Signals · 2
~193 bps in Sched C feesNo recordkeeper disclosed
Active participants
219
Accounts w/ balance
173
Plan assets (EOY)
$905K
Net assets (EOY)
$905K
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 193 bps in Schedule C fees — modestly above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKYLINE EDUCATION, INC..
Plan sponsor
Name
SKYLINE EDUCATION, INC.
EIN
27-0637062
Address
2020 NORTH ARIZONA AVE · STE 109 · CHANDLER, AZ · 85225
Phone
(480) 779-2010
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
Investments
21 direct securities· $899K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 13 * Principal Trust Company Principal Lifetime 2045 Fund | — | — | — | $149K | 16.5% | |
| 14 * Principal Trust Company Principal Lifetime 2050 Fund | — | — | — | $104K | 11.5% | |
| 9 * Principal Trust Company Principal Lifetime 2025 Fund | — | — | — | $87K | 9.6% | |
| 11 * Principal Trust Company Principal Lifetime 2035 Fund | — | — | — | $84K | 9.3% | |
| 1 * Principal Trust Company Fixed Income Guarantee Option | — | — | — | $74K | 8.1% | |
| 12 * Principal Trust Company Principal Lifetime 2040 Fund | — | — | — | $71K | 7.9% | |
| 8 * Principal Trust Company Principal Large Cap S&P 500 Fund | — | — | — | $57K | 6.3% | |
| 10 * Principal Trust Company Principal Lifetime 2030 Fund | — | — | — | $46K | 5.1% | |
| 7 * Principal Trust Company Principal Large Cap Growth Fund | — | — | — | $42K | 4.6% | |
| 19 * Principal Trust Company Principal Lifetime Strategic Income Fund | — | — | — | $37K | 4.0% | |
| 15 * Principal Trust Company Principal Lifetime 2055 Fund | — | — | — | $29K | 3.2% | |
| 20 * Principal Trust Company Principal Sam Fexible Income Fund | — | — | — | $29K | 3.1% | |
| 6 * Principal Trust Company Principal Bond Market Index Fund | — | — | — | $25K | 2.8% | |
| 16 * Principal Trust Company Principal Lifetime 2060 Fund | — | — | — | $20K | 2.3% | |
| 21 * Principal Trust Company Principal Small Cap S&P 600 Index Fund | — | — | — | $18K | 1.9% | |
| 17 * Principal Trust Company Principal Lifetime 2065 Fund | — | — | — | $7K | 0.8% | |
| 4 Principal Trust Company MFS International Growth Fund | — | — | — | $6K | 0.7% | |
| 3 Principal Trust Company American Funds New World Fund | — | — | — | $6K | 0.7% | |
| 18 * Principal Trust Company Principal Lifetime 2070 Fund | — | — | — | $4K | 0.4% | |
| 2 Principal Trust Company AB Global Bond Fund | — | — | — | $2K | 0.2% | |
| 5 Principal Trust Company PGIM High Yield Fund | — | — | — | $1K | 0.1% |
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