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Original filing (PDF)20251008132920NAL0003040451001
STUDY.COM, LLC
Form 5500
FILING_RECEIVED
STUDY.COM, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
112
Accounts w/ balance
161
Plan assets (EOY)
$23.4M
Net assets (EOY)
$23.4M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "29 *Various SDBA" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STUDY.COM, LLC.
Plan sponsor
Name
STUDY.COM, LLC
EIN
35-2169943
Address
100 VIEW STREET, SUITE 202 · MOUNTAIN VIEW, CA · 94041
Phone
(650) 962-1200
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities· $22.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 29 *Various SDBA | — | — | — | $10.2M | 43.4% | |
| 11 Charles Schwab Trust Bank American Funds 2050 Target Date Retr Fund | — | — | — | $4.1M | 17.6% | |
| 28 *Charles Schwab Trust Bank Schwab S&P 500 Index Fund | — | — | — | $2.9M | 12.5% | |
| 9 Charles Schwab Trust Bank American Funds 2040 Target Date Retr Fund | — | — | — | $1.2M | 5.1% | |
| 12 Charles Schwab Trust Bank American Funds 2055 Target Date Retr Fund | — | — | — | $840K | 3.6% | |
| 8 Charles Schwab Trust Bank American Funds 2035 Target Date Retr Fund | — | — | — | $602K | 2.6% | |
| 13 Charles Schwab Trust Bank American Funds 2060 Target Date Retr Fund | — | — | — | $594K | 2.5% | |
| 17 Charles Schwab Trust Bank Janus Enterprise Fund | — | — | — | $422K | 1.8% | |
| 23 Charles Schwab Trust Bank Parnassus Equity Income Fund | — | — | — | $309K | 1.3% | |
| 7 Charles Schwab Trust Bank American Funds 2030 Target Date Retr Fund | — | — | — | $306K | 1.3% | |
| 22 Charles Schwab Trust Bank Oakmark Fund | — | — | — | $205K | 0.9% | |
| 21 Charles Schwab Trust Bank T. Rowe Price Blue Chip Growth | — | — | — | $192K | 0.8% | |
| 6 Charles Schwab Trust Bank American Funds 2020 Target Date Retr Fund | — | — | — | $188K | 0.8% | |
| 10 Charles Schwab Trust Bank American Funds 2045 Target Date Retr Fund | — | — | — | $152K | 0.6% | |
| 18 Charles Schwab Trust Bank JP Morgan Equity Income | — | — | — | $110K | 0.5% | |
| 25 Charles Schwab Trust Bank Vanguard GNMA ADM | — | — | — | $79K | 0.3% | |
| 16 Charles Schwab Trust Bank Hood River Small Cap Growth | — | — | — | $63K | 0.3% | |
| Notes Receivable from Participants Maturing at various dates through 2029. -0- | — | — | — | $59K | 0.2% | |
| 3 Charles Schwab Trust Bank AM Fund AM Balanced R6 | — | — | — | $54K | 0.2% | |
| 2 Charles Schwab Trust Bank American Funds Europac GW R6 | — | — | — | $49K | 0.2% | |
| 20 Charles Schwab Trust Bank Neuberger Berman Genesis | — | — | — | $46K | 0.2% | |
| 15 Charles Schwab Trust Bank Harding Loevner Emerging Markets Adv Fund | — | — | — | $43K | 0.2% | |
| 24 Charles Schwab Trust Bank Pimco Income Fund | — | — | — | $35K | 0.1% | |
| 4 Charles Schwab Trust Bank American Funds Bond Fund of AM | — | — | — | $31K | 0.1% | |
| 26 Charles Schwab Trust Bank Shapiro Smid Cap Equity Fund | — | — | — | $21K | <0.1% | |
| 14 Charles Schwab Trust Bank Cohen & Steers Realty Shares | — | — | — | $21K | <0.1% | |
| 27 *Charles Schwab Trust Bank Schwab Bank Savings Fund | — | — | — | $17K | <0.1% | |
| 19 Charles Schwab Trust Bank Nuance Mid Cap Value | — | — | — | $10K | <0.1% | |
| Money Market Funds 1 *Charles Schwab Trust Bank Schwab Money Market Fund | — | — | — | $8K | <0.1% | |
| 5 Charles Schwab Trust Bank American Funds 2010 Target Date Retr Fund | — | — | — | $4K | <0.1% |