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Original filing (PDF)20251010113451NAL0017811298001
PROCTORU DBA MEAZURE LEARNING
Form 5500
FILING_RECEIVED
MEAZURE LEARNING 401(K) PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
318
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCTORU DBA MEAZURE LEARNING.
Plan sponsor
Name
PROCTORU DBA MEAZURE LEARNING
EIN
27-1893486
Address
7901 JONES BRANCH DRIVE #330 · MCLEAN, VA · 22102
Phone
(919) 270-2976
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $58K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $10K | — |
Investments
13 direct securities · 15 pooled funds· $22.8M(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
$18.5M
14 holdings
Uncategorized
$2.9M
12 holdings
Mutual Funds
$828K
1 holding
Pooled Separate Account
$617K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $3.3M | 14.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.8M | 12.8% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $2.7M | 12.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $2.0M | 9.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $1.9M | 8.8% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.5% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $952K | 4.3% | |
| Franklin Templeton Putnam Large Cap Value R6 N/R | Mutual Funds | — | — | $828K | 3.7% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $728K | 3.3% | |
| Insurance Company of America Pooled Separate Account AllianceBernstein Large Cap Growth Fund II N/R | — | — | — | $617K | 2.8% | |
| LG CAP GRW II (MGD BY ALLIANCEBERNS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $617K | 2.8% | |
| Investments Victory Capital Victory Core Plus Intermediate Bond R6 N/R | — | — | — | $537K | 2.4% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $529K | 2.4% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $472K | 2.1% | |
| PIMCO Income Instl N/R | — | — | — | $459K | 2.1% | |
| Participant Loans Interest rates: 4.25% - 10.25%; maturing $0 | — | — | — | $330K | 1.5% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Empower Investments Fixed Account N/R | — | — | — | $299K | 1.3% | |
| American Century Inflation-Adjs Bond R6 N/R | — | — | — | $220K | 1.0% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $190K | 0.9% | |
| Investments American Funds New World R6 N/R | — | — | — | $110K | 0.5% | |
| Invesco Discovery Mid Cap Growth R6 N/R | — | — | — | $109K | 0.5% | |
| JPMorgan Undiscovered Managers Behavioral Val R6 N/R | — | — | — | $92K | 0.4% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $72K | 0.3% | |
| American Century Mid Cap Value R6 N/R | — | — | — | $60K | 0.3% | |
| Investments Janus Henderson Triton N N/R | — | — | — | $57K | 0.3% | |
| American Funds Europacific Growth R6 N/R | — | — | — | $25K | 0.1% | |
| COHEN AND STEERS U.S. REALTY FUND C COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
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