Back to filter
Original filing (PDF)20240724165137NAL0008443843001
SCHOOX, INC.
Form 5500
FILING_RECEIVED
SCHOOX 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
150
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOOX, INC..
Plan sponsor
Name
SCHOOX, INC.
EIN
45-4466081
Address
3112 WINDSOR ROAD · SUITE A108 · AUSTIN, TX · 78703
Phone
(512) 450-6589
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
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
PEGGY S. EDGE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $4.9M(98% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 70-1294708 / PN 000 | Pooled Separate Account | $4.9M | 98.0% |
Related plans
Similar-size All Other Professional Services plans
O'NEILL CONSULTING GROUP, INC.
O'NEILL CONSULTING GROUP, INC. 401(K) PLAN
$5.0M · 16 participants
SYSTEM IMPROVEMENTS, INC.
SYSTEM IMPROVEMENTS, INC. 401(K) PROFIT SHARING PLAN
$5.0M · 35 participants
ACCU TEST LABS, L.L.P.
ACCU TEST LABS 401(K)/PS PLAN
$5.0M · 100 participants
GREAT LAKES PENSION ASSOCIATES, INC.
GREAT LAKES PENSION ASSOCIATES, INC. 401(K) PLAN
$5.0M · 19 participants
REVEL TALENT
REVELONE 401(K) PLAN
$5.0M · 24 participants
MOUNT CARMEL ANIMAL HOSPITAL
MOUNT CARMEL ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN & TRUST
$5.0M · 33 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants