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Original filing (PDF)20251015145210NAL0002485843001
KEYPATH EDUCATION, LLC
Form 5500
FILING_RECEIVED
KEYPATH EDUCATION, LLC 401(K) PLAN
401(k) retirement plan
Active participants
373
Accounts w/ balance
423
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYPATH EDUCATION, LLC.
Plan sponsor
Name
KEYPATH EDUCATION, LLC
EIN
45-3990179
Address
1501 EAST WOODFIELD ROAD SUITE 204N · SCHAUMBURG, IL · 60173
Phone
(847) 250-0206
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MGMT | — | CHICAGO, IL | INVESTMENT ADVISOR | $58K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH AND HOWARD PC | — | ATLANTA, GA | OTHER | $6K | — |
Investments
27 direct securities· $23.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 TARGET DATE FUND R6 | — | — | — | $3.5M | 14.7% | |
| Vanguard 500 INDEX FUND - ADMIRAL | — | — | — | $2.7M | 11.5% | |
| American Funds 2045 TARGET DATE FUND R6 | — | — | — | $2.7M | 11.5% | |
| American Funds 2050 TARGET DATE FUND R6 | — | — | — | $2.5M | 10.5% | |
| American Funds 2055 TARGET DATE FUND R6 | — | — | — | $2.2M | 9.4% | |
| American Funds 2035 TARGET DATE FUND R6 | — | — | — | $2.2M | 9.3% | |
| American Funds 2060 TARGET DATE FUND R6 | — | — | — | $1.2M | 5.2% | |
| American Funds GROWTH FUND OF AMER R6 | — | — | — | $827K | 3.5% | |
| Vanguard SMALL CAP INDEX FUND - ADMIRAL | — | — | — | $809K | 3.4% | |
| American Funds WASHINGTON MUTUAL R6 | — | — | — | $655K | 2.8% | |
| Vanguard MID CAP INDEX ADM | — | — | — | $615K | 2.6% | |
| American Funds EUROPACIFIC GR R6 | — | — | — | $513K | 2.2% | |
| Vanguard TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $508K | 2.2% | |
| American Funds 2030 TARGET DATE FUND R6 | — | — | — | $394K | 1.7% | |
| Vanguard BALANCED INDEX FUND - ADMIRAL | — | — | — | $313K | 1.3% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $296K | 1.3% | |
| American Funds AMERICAN BALANCED R6 | — | — | — | $281K | 1.2% | |
| Participant Loans Interest rates range from 5.00% to 10.50% - | — | — | — | $251K | 1.1% | |
| American Funds CAPITAL INC BLDR R6 | — | — | — | $245K | 1.0% | |
| American Funds US GOVT MONEY MARKET R6 | — | — | — | $182K | 0.8% | |
| American Funds 2025 TARGET DATE FUND R6 | — | — | — | $161K | 0.7% | |
| American Funds SMALLCAP WORLD R6 | — | — | — | $150K | 0.6% | |
| American Funds 2010 TARGET DATE FUND R6 | — | — | — | $101K | 0.4% | |
| American Funds FUNDAMENTAL INVESTORS R6 | — | — | — | $100K | 0.4% | |
| American Funds 2020 TARGET DATE FUND R6 | — | — | — | $89K | 0.4% | |
| American Funds US GOVERNMENT SEC R6 | — | — | — | $74K | 0.3% | |
| American Funds 2065 TARGET DATE FUND R6 | — | — | — | $49K | 0.2% |
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