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Original filing (PDF)20250911154550NAL0000311667001
QUIZLET, INC.
Form 5500
FILING_RECEIVED
QUIZLET, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
278
Accounts w/ balance
369
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUIZLET, INC..
Plan sponsor
Name
QUIZLET, INC.
EIN
47-3538306
Address
123 TOWNSEND STREET, SUITE 600 · SAN FRANCISCO, CA · 94107
Phone
(415) 295-6002
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities· $29.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $5.6M | 19.1% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $5.0M | 16.8% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $4.6M | 15.5% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $4.2M | 14.3% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $3.3M | 11.1% | |
| Vanguard FTSE Social Index Fund Admiral Registered Investment Company | — | — | — | $2.4M | 8.2% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $812K | 2.7% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $757K | 2.6% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $722K | 2.4% | |
| Various Self directed brokerage account | — | — | — | $571K | 1.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $393K | 1.3% | |
| Vanguard Equity Income Fund Admiral Shares Registered Investment Company | — | — | — | $295K | 1.0% | |
| maturing through August 2032 - | — | — | — | $155K | 0.5% | |
| Vanguard International Value Fund Investor Shares Registered Investment Company | — | — | — | $148K | 0.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $103K | 0.3% | |
| Vanguard Target Retirement 2070 Registered Investment Company | — | — | — | $98K | 0.3% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $87K | 0.3% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $74K | 0.2% | |
| Dodge & Cox Income Fund Registered Investment Company | — | — | — | $58K | 0.2% | |
| American Funds Europacific Growth R6 Registered Investment Company | — | — | — | $50K | 0.2% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $47K | 0.2% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $39K | 0.1% | |
| T. Rowe Price Retirement 2055 I Registered Investment Company | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2050 I Registered Investment Company | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2060 I Registered Investment Company | — | — | — | $1K | <0.1% |
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