Original filing (PDF)20251020171838NAL0000532531001

DISCOVERY EDUCATION, INC.

Name: DISCOVERY EDUCATION, INC. — DISCOVERY EDUCATION 401(K) PLAN, Form 5500 (2024)
Creator: DISCOVERY EDUCATION, INC.

Form 5500

FILING_RECEIVED

DISCOVERY EDUCATION 401(K) PLAN

401(k) retirement plan

Active participants

610

Accounts w/ balance

1,228

Plan assets (EOY)

$72.6M

Net assets (EOY)

$72.6M

How this plan invests

This plan

1 pooled trust

Schedule D

31 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 (9 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY EDUCATION, INC..

Plan sponsor

Name

DISCOVERY EDUCATION, INC.

EIN

36-2298050

Address

4350 CONGRESS ST · SUITE 700 · CHARLOTTE, NC · 28209

Phone

(704) 557-2400

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

MELISSA G. CRITCHER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$63K	—

Investments

30 direct securities · 1 pooled fund· $72.6M(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.

Uncategorized

$72.6M

30 holdings

Common Collective Trust

$13K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Party-in-interest lessor or similar party rate of interest, collateral, par or maturity value AF TRGT DATE 2045 R6 MUTUAL FUND	—	—	—	$12.7M	17.5%
AF TRGT DATE 2050 R6 MUTUAL FUND	—	—	—	$10.6M	14.6%
AF TRGT DATE 2040 R6 MUTUAL FUND	—	—	—	$10.3M	14.2%
AF TRGT DATE 2055 R6 MUTUAL FUND	—	—	—	$8.5M	11.7%
FID 500 INDEX MUTUAL FUND	—	—	—	$6.3M	8.6%
AF TRGT DATE 2035 R6 MUTUAL FUND	—	—	—	$6.0M	8.3%
AF TRGT DATE 2030 R6 MUTUAL FUND	—	—	—	$3.9M	5.4%
AF TRGT DATE 2060 R6 MUTUAL FUND	—	—	—	$3.3M	4.6%
JPM LG CAP GROWTH R6 MUTUAL FUND	—	—	—	$1.9M	2.6%
AF TRGT DATE 2025 R6 MUTUAL FUND	—	—	—	$1.2M	1.6%
VANG VMMR-FED MMKT INTEREST BEARING CASH	—	—	—	$1.1M	1.5%
FID MID CAP IDX MUTUAL FUND	—	—	—	$1.0M	1.4%
PUTN LG CAP VAL R6 MUTUAL FUND	—	—	—	$827K	1.1%
AF BOND FD AMER R6 MUTUAL FUND	—	—	—	$712K	1.0%
FID TOTAL INTL IDX MUTUAL FUND	—	—	—	$687K	0.9%
NOTES RECEIVABLE FROM PARTICIPANTS INTEREST RATES RANGE FROM 4.25% to 9.50%	—	—	—	$603K	0.8%
AF TRGT DATE 2065 R6 MUTUAL FUND	—	—	—	$581K	0.8%
FID SM CAP IDX MUTUAL FUND	—	—	—	$568K	0.8%
CAUSEWAY INTL VAL IS MUTUAL FUND	—	—	—	$291K	0.4%
BLKRK HIGH YLD K MUTUAL FUND	—	—	—	$273K	0.4%
AS SPL SM CAP VAL R6 MUTUAL FUND	—	—	—	$206K	0.3%
MFS MID CAP VALUE R6 MUTUAL FUND	—	—	—	$194K	0.3%
MFS INTL GROWTH R6 MUTUAL FUND	—	—	—	$188K	0.3%
PIF REAL EST SEC R6 MUTUAL FUND	—	—	—	$175K	0.2%
AF NEW WORLD R6 MUTUAL FUND	—	—	—	$161K	0.2%
BLKRK MD CP GR EQ K MUTUAL FUND	—	—	—	$154K	0.2%
AF TRGT DATE 2015 R6 MUTUAL FUND	—	—	—	$145K	0.2%
AM CENT SM CAP GR R6 MUTUAL FUND	—	—	—	$48K	<0.1%
Party-in-interest lessor or similar party rate of interest, collateral, par or maturity value AF TRGT DATE 2020 R6 MUTUAL FUND	—	—	—	$43K	<0.1%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$13K	<0.1%
AF TRGT DATE 2010 R6 MUTUAL FUND	—	—	—	$1K	<0.1%