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Original filing (PDF)20260317050255NAL0004676706001
THINK ACADEMY INTERNATIONAL EDUC
Form 5500
FILING_RECEIVED
THINK ACADEMY 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 4.0 mo29% in single holding~122 bps in Sched C fees
Active participants
179
Accounts w/ balance
249
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
- Top holding "FID FREEDOM INDEX 2060 PREMIER" is 29% of plan.
- 122 bps in Schedule C fees — 135% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THINK ACADEMY INTERNATIONAL EDUC.
Plan sponsor
Name
THINK ACADEMY INTERNATIONAL EDUC
EIN
30-1201276
Address
1081 S. DE ANZA BLVD. · SAN JOSE, CA · 95129
Phone
(844) 844-6587
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
2026-03-17
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRINCE KONG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Investments
12 direct securities · 1 pooled fund· $1.2M(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.
Registered Investment Companies
$1.2M
11 holdings
Common Collective Trust
$12K
1 holding
Uncategorized
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $340K | 28.9% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $310K | 26.3% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $184K | 15.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $89K | 7.6% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $84K | 7.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $82K | 6.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $33K | 2.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $17K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K 18 REGISTERED INVESTMENT COMPANY BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $15K | 1.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $12K | 1.0% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $6K | 0.5% | |
| PARTICIPANT LOANS 333 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | — | — | — | $3K | 0.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $2K | 0.2% |
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