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Original filing (PDF)20251013121930NAL0001920576001
AGE OF LEARNING, INC.
Form 5500
FILING_RECEIVED
AGE OF LEARNING 401(K)
401(k) retirement plan
Active participants
319
Accounts w/ balance
759
Plan assets (EOY)
$41.9M
Net assets (EOY)
$41.9M
How this plan invests
This plan
40 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGE OF LEARNING, INC..
Plan sponsor
Name
AGE OF LEARNING, INC.
EIN
36-4605531
Address
101 N. BRAND BLVD. · SUITE 870 · GLENDALE, CA · 91203
Phone
(818) 246-2223
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
2025-10-13
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY-PLAN | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | AUDITOR | $13K | — |
Investments
35 direct securities· $45.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $8.3M | 19.7% | |
| AllianceBernstein AB Large Cap Growth I | — | — | — | $5.9M | 14.0% | |
| Putnam Large Cap Value R6 | — | — | — | $4.9M | 11.8% | |
| Transamerica Financial Life Insurance Company Transamerica Stable Value Option | — | — | — | $2.8M | 6.7% | |
| Transamerica Life Ins Co Stable Val Strategy - TLIC | — | — | — | $2.7M | 6.4% | |
| PIMCO Income Instl | — | — | — | $1.9M | 4.5% | |
| Voya Intermediate Bond I | — | — | — | $1.9M | 4.5% | |
| PIMCO Real Return Instl | — | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.5M | 3.5% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.3M | 3.0% | |
| Eaton Vance Eaton Vance High Income Opportunities A | — | — | — | $1.1M | 2.7% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.0M | 2.4% | |
| BlackRock iShares MSCI EAFE International Index K | — | — | — | $795K | 1.9% | |
| Fidelity Emerging Mkts Idx | — | — | — | $763K | 1.8% | |
| Henderson Janus Henderson Glbl Eq Inc A | — | — | — | $730K | 1.7% | |
| American Funds American Funds New Perspective R6 | — | — | — | $716K | 1.7% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $708K | 1.7% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $646K | 1.5% | |
| Vanguard Target Retment 2060 Fund | — | — | — | $645K | 1.5% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 | — | — | — | $552K | 1.3% | |
| Janus Henderson Janus Henderson Triton T | — | — | — | $547K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $530K | 1.3% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $525K | 1.3% | |
| MFS Mid Cap Growth R6 | — | — | — | $492K | 1.2% | |
| MFS Mid Cap Value R6 | — | — | — | $464K | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $447K | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $389K | 0.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $326K | 0.8% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $322K | 0.8% | |
| Principal Funds Principal Real Estate Securities R6 | — | — | — | $304K | 0.7% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $125K | 0.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $106K | 0.3% | |
| Vanguard Target Retirement Income Inv | — | — | — | $81K | 0.2% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $38K | <0.1% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $37K | <0.1% |
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