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Original filing (PDF)20250808051812NAL0005959024001
LEARNING TECHNOLOGIES ACQ CORP.
Form 5500
FILING_RECEIVED
LEARNING TECHNOLOGIES GROUP, INC. ENHANCED MATCH 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
117
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
42 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARNING TECHNOLOGIES ACQ CORP..
Plan sponsor
Name
LEARNING TECHNOLOGIES ACQ CORP.
EIN
36-4898037
Address
434 FAYETTEVILLE - 9TH FLOOR · RALEIGH, NC · 27601
Phone
(919) 645-2800
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROMEO WIGGINS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $725 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
42 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.4M | 22.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 9.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $974K | 8.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $948K | 8.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $796K | 7.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $622K | 5.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $568K | 5.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $553K | 5.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $468K | 4.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $434K | 3.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $357K | 3.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $228K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $205K | 1.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $202K | 1.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $160K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $144K | 1.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $118K | 1.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $104K | 0.9% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $63K | 0.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $63K | 0.6% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $57K | 0.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $56K | 0.5% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $53K | 0.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $51K | 0.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $51K | 0.5% | |
| NUVEEN LARGE CAP RESP EQ P | Registered Investment Companies | — | — | $48K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $45K | 0.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $45K | 0.4% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $42K | 0.4% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $37K | 0.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $29K | 0.3% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $14K | 0.1% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $13K | 0.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD COMM SVC IDX ADM 998 REGISTERED INVESTMENT COMPANY VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% |