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Original filing (PDF)20250922134648NAL0002165811001
EDUPOINT EDUCATIONAL SYSTEMS, LLC
Form 5500
FILING_RECEIVED
EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
252
Accounts w/ balance
297
Plan assets (EOY)
$32.1M
Net assets (EOY)
$32.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUPOINT EDUCATIONAL SYSTEMS, LLC.
Plan sponsor
Name
EDUPOINT EDUCATIONAL SYSTEMS, LLC
EIN
33-0738523
Address
15615 ALTON PARKWAY, SUITE 450 · IRVINE, CA · 92618
Phone
(949) 458-0900
Industry
Custom Computer Programming· Professional & Technical 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
2025-09-22
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $58K | — |
Investments
25 direct securities · 1 pooled fund· $32.2M(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.
Uncategorized
$32.1M
25 holdings
Common Collective Trust
$156K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $6.8M | 21.2% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $4.9M | 15.3% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $4.0M | 12.6% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $4.0M | 12.5% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $2.8M | 8.6% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $1.6M | 4.9% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $1.4M | 4.2% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $1.1M | 3.5% | |
| HARBOR CAPITAL APPRECIATION ADM Registered Investment Company | — | — | — | $1.1M | 3.5% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R4 Registered Investment Company | — | — | — | $987K | 3.1% | |
| ISHARES RUSSELL 1000 LARGE-CAP INDEX A Registered Investment Company | — | — | — | $951K | 3.0% | |
| ISHARES RUSSELL MID-CAP INDEX A Registered Investment Company | — | — | — | $443K | 1.4% | |
| AMERICAN FUNDS AMERICAN MUTUAL R4 Registered Investment Company | — | — | — | $419K | 1.3% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX A Registered Investment Company | — | — | — | $409K | 1.3% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% - | — | — | — | $293K | 0.9% | |
| AMERICAN CENTURY SMALL CAP VALUE INV Registered Investment Company | — | — | — | $230K | 0.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R4 Registered Investment Company | — | — | — | $214K | 0.7% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $156K | 0.5% | |
| MORLEY STABLE VALUE FUND Collective Trust ** † | — | — | — | $154K | 0.5% | |
| INVESCO INTERNATIONAL SMALL-MID COMPY A Registered Investment Company | — | — | — | $79K | 0.2% | |
| JPMORGAN CORE PLUS BOND A Registered Investment Company | — | — | — | $70K | 0.2% | |
| INVESCO DEVELOPING MARKETS A Registered Investment Company | — | — | — | $63K | 0.2% | |
| T. ROWE PRICE HIGH-YIELD ADV Registered Investment Company | — | — | — | $61K | 0.2% | |
| PRINCIPAL REAL ESTATE SECURITIES R4 Registered Investment Company ** - PRINCIPAL REAL ESTATE SECURITIES R5 Registered Investment Company | — | — | — | $18K | <0.1% | |
| AMERICAN CENTURY INFL ADJ BOND A Registered Investment Company | — | — | — | $3K | <0.1% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R4 Registered Investment Company | — | — | — | $2K | <0.1% |
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