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Original filing (PDF)20251001101440NAL0005868275001
DIGITAL PROMISE
Form 5500
FILING_RECEIVED
DIGITAL PROMISE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
280
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIGITAL PROMISE.
Plan sponsor
Name
DIGITAL PROMISE
EIN
46-5460594
Address
1001 CONN. AVE NW #935 · WASHINGTON, DC · 20036
Phone
(202) 450-3675
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COUNCILOR, BUCHANAN & MITCHELL, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | BROKER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | — | NEW YORK, NY | TPA | $26K | — |
Investments
31 direct securities· $15.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $2.5M | 16.1% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $2.4M | 15.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.9M | 12.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.5M | 9.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.3M | 8.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.1M | 7.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $903K | 5.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $844K | 5.5% | |
| MFS Growth Fund Class R6 Mutual Fund | — | — | — | $329K | 2.1% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $289K | 1.9% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $288K | 1.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $215K | 1.4% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $192K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $174K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $159K | 1.0% | |
| Vanguard Federal Money Market Inv Money Market | — | — | — | $158K | 1.0% | |
| DFA U.S. Targeted Value Portfolio I Mutual Fund | — | — | — | $128K | 0.8% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $113K | 0.7% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $102K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $83K | 0.5% | |
| Calvert US Large Cap Core Resp Ind R6 Mutual Fund | — | — | — | $68K | 0.4% | |
| Notes Receivable from Participants Variable Maturity, Interest Rate 4.25% - 8.50% | — | — | — | $62K | 0.4% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $57K | 0.4% | |
| Calvert Balanced R6 Mutual Fund | — | — | — | $49K | 0.3% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $46K | 0.3% | |
| Cohen & Steers Real Estate Secs Z Mutual Fund | — | — | — | $43K | 0.3% | |
| Franklin Small Cap Growth R6 Mutual Fund | — | — | — | $41K | 0.3% | |
| Invesco International Diversified R6 Mutual Fund | — | — | — | $35K | 0.2% | |
| JHancock III Disc Val Mid Cap I Mutual Fund | — | — | — | $22K | 0.1% | |
| Pioneer Bond K Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund ** 346 * Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $8K | <0.1% |
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