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Original filing (PDF)20251016032927NAL0007641856001
LEARNING POOL INC.
Form 5500
FILING_RECEIVED
LEARNING POOL INC 401(K) PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
116
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
30 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 (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARNING POOL INC..
Plan sponsor
Name
LEARNING POOL INC.
EIN
38-3877625
Address
2803 PHILADELPHIA PIKE · STE B-1023 · CLAYMONT, DE · 19703
Phone
(877) 299-1293
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
2025-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $4K | — |
Investments
20 direct securities · 12 pooled funds· $5.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$3.1M
12 holdings
Uncategorized
$2.1M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $894K | 17.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $816K | 15.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $579K | 11.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $400K | 7.7% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $387K | 7.4% | |
| American Century Growth R6 American Century 0 | — | — | — | $373K | 7.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $314K | 6.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $287K | 5.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $211K | 4.0% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $166K | 3.2% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $154K | 2.9% | |
| Federated Hermes Govt Obl PRM Federated 0 | — | — | — | $70K | 1.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $69K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $60K | 1.1% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $55K | 1.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $40K | 0.8% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $38K | 0.7% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $36K | 0.7% | |
| Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0 | — | — | — | $34K | 0.7% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $33K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $30K | 0.6% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $30K | 0.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $29K | 0.6% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $23K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $18K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $12K | 0.2% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $9K | 0.2% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $7K | 0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $672 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $0 | <0.1% |