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Original filing (PDF)20251009103624NAL0003823779001
STRADA EDUCATION FOUNDATION, INC.
Form 5500
FILING_RECEIVED
STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN
401(k) retirement plan
Active participants
1,169
Accounts w/ balance
876
Plan assets (EOY)
$87.8M
Net assets (EOY)
$87.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRADA EDUCATION FOUNDATION, INC..
Plan sponsor
Name
STRADA EDUCATION FOUNDATION, INC.
EIN
47-3044430
Address
10 W. MARKET ST. · SUITE 1100 · INDIANAPOLIS, IN · 46204
Phone
(317) 806-1231
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$90K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
| PROCOURSE FIDUCIARY ADVISORS, LLC | 45-5291215 | — | INVESTMENT ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
22 direct securities · 1 pooled fund· $87.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$86.4M
22 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $19.8M | 22.5% | |
| Fidelity Freedom 2040 K | — | — | — | $11.4M | 13.0% | |
| Fidelity Freedom 2035 K | — | — | — | $8.6M | 9.8% | |
| Fidelity Freedom 2050 K | — | — | — | $7.6M | 8.6% | |
| Fidelity Freedom 2045 K | — | — | — | $7.5M | 8.5% | |
| Fidelity Freedom 2030 K | — | — | — | $4.9M | 5.5% | |
| Fidelity Freedom 2055 K | — | — | — | $4.3M | 4.9% | |
| Fidelity Mid Cap Index | — | — | — | $4.1M | 4.7% | |
| Fidelity Diversified International K | — | — | — | $3.7M | 4.2% | |
| Fidelity Freedom 2025 K | — | — | — | $3.1M | 3.5% | |
| Fidelity Sm Cap Index | — | — | — | $2.4M | 2.7% | |
| Various Brokerage Accounts | — | — | — | $2.2M | 2.5% | |
| Fidelity Freedom 2060 K | — | — | — | $2.0M | 2.3% | |
| Fidelity Total Bond | — | — | — | $1.8M | 2.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| Pimco Income A | — | — | — | $1.1M | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $687K | 0.8% | |
| Fidelity Freedom 2020 K | — | — | — | $592K | 0.7% | |
| Fidelity Freedom 2065 K | — | — | — | $591K | 0.7% | |
| Fidelity Freedom 2015 K | — | — | — | $123K | 0.1% | |
| Fidelity Freedom Income K | — | — | — | $62K | <0.1% | |
| Vanguard Federal Money Market | — | — | — | $22K | <0.1% | |
| Fidelity Freedom 2010 K | — | — | — | $2K | <0.1% |
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