Back to filter
Original filing (PDF)20251009122811NAL0010945856001
STRAIGHTERLINE, INC.
Form 5500
FILING_RECEIVED
STRAIGHTERLINE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
121
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRAIGHTERLINE, INC..
Plan sponsor
Name
STRAIGHTERLINE, INC.
EIN
27-0986391
Address
950 N. GLEBE ROAD · SUITE 950 · ARLINGTON, VA · 22203
Phone
(443) 842-5838
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 27-0986391 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $7K | — |
Investments
30 direct securities · 8 pooled funds· $6.6M(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.
Common Collective Trust
$3.4M
8 holdings
Uncategorized
$3.1M
28 holdings
Mutual Funds
$152K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.5M | 39.8% | |
| Class I Great Gray IndexSelect Moderate 2035 Fund N/R | — | — | — | $1.1M | 30.5% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $907K | 24.1% | |
| Class I Great Gray IndexSelect Moderate 2045 Fund N/R | — | — | — | $774K | 20.6% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $460K | 12.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $391K | 10.4% | |
| Great Gray IndexSelect Moderate 2055 Fund N/R | — | — | — | $330K | 8.8% | |
| Company of America Common Collective Trusts Great Gray IndexSelect Moderate 2025 Fund N/R | — | — | — | $312K | 8.3% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $138K | 3.7% | |
| Class I Great Gray IndexSelect Moderate 2065 Fund N/R | — | — | — | $120K | 3.2% | |
| Fidelity 500 Index N/R | Mutual Funds | — | — | $108K | 2.9% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $90K | 2.4% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $55K | 1.5% | |
| Participant Loans * Participant Loans Interest rate 5.6% - 9.5% $0 | — | — | — | $44K | 1.2% | |
| Fidelity 500 Index N/R | Mutual Funds | — | — | $44K | 1.2% | |
| Participant Loans * Participant Loans Interest rate 5.6% - 9.5% $0 | — | — | — | $30K | 0.8% | |
| Index Fidelity International Bond Index N/R 556 Fidelity International Index N/R | — | — | — | $18K | 0.5% | |
| Fidelity Large Cap Value Index N/R | — | — | — | $17K | 0.4% | |
| Fidelity Global Ex US Index N/R | — | — | — | $14K | 0.4% | |
| Fidelity Mid Cap Growth Index N/R | — | — | — | $13K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 307 | Common Collective Trust | — | — | $13K | 0.3% | |
| Fidelity Mid Cap Growth Index N/R | — | — | — | $12K | 0.3% | |
| Fidelity Mid Cap Index N/R | — | — | — | $10K | 0.3% | |
| Fidelity Large Cap Value Index N/R | — | — | — | $9K | 0.2% | |
| Fidelity Emerging Markets Index N/R 687 Fidelity Global Ex US Index N/R | — | — | — | $9K | 0.2% | |
| Fidelity Real Estate Index N/R | — | — | — | $9K | 0.2% | |
| Fidelity Real Estate Index N/R | — | — | — | $8K | 0.2% | |
| Fidelity Intermediate Treasury Bond N/R 603 Index Fidelity International Bond Index N/R 50 Fidelity International Index N/R | — | — | — | $8K | 0.2% | |
| Fidelity Mid Cap Index N/R | — | — | — | $7K | 0.2% | |
| Fidelity Intermediate Treasury Bond N/R | — | — | — | $5K | 0.1% | |
| Fidelity Emerging Markets Index N/R | — | — | — | $5K | 0.1% | |
| Group Annuity Contract * Empower Annuity Insurance Fixed Account - Series Class I N/R | — | — | — | $4K | 0.1% | |
| Fidelity US Bond Index N/R | — | — | — | $4K | 0.1% | |
| Fidelity Small Cap Growth Index N/R 331 Fidelity Small Cap Index N/R | — | — | — | $3K | <0.1% | |
| Group Annuity Contract Empower Annuity Insurance Fixed Account - Series Class I N/R | — | — | — | $3K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity Small Cap Value Index N/R | — | — | — | $1K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Educational Services plans
KEIKI O KA AINA 501C3 RETIREMENT PLAN
KEIKI O KA 'AINA 501C3 RETIREMENT PLAN
$3.8M · 115 participants
NEWMARK HIGH SCHOOL, INC.
NEWMARK HIGH SCHOOL, INC. PENSION PLAN
$3.8M · 43 participants
OIC OF WASHINGTON
OIC OF WASHINGTON RETIREMENT PLAN
$3.8M · 108 participants
ONSITE WELLNESS GROUP, LLC
ONSITE WELLNESS GROUP, LLC. 401K PLAN
$3.8M · 96 participants
SOUTHEAST LINEMAN TRAINING CENTER, LLC
SOUTHEAST LINEMAN TRAINING CENTER 401(K) PROFIT SHARING PLAN
$3.8M · 62 participants
BETHESDA-UNION SOCIETY OF SAVANNAH, INC.
BETHESDA ACADEMY 401(K) PLAN
$3.8M · 29 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B