Back to filter
Original filing (PDF)20251009115432NAL0003881507001
POWERSCHOOL GROUP LLC
Form 5500
FILING_RECEIVED
POWERSCHOOL GROUP LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,627
Accounts w/ balance
2,567
Plan assets (EOY)
$222.5M
Net assets (EOY)
$222.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWERSCHOOL GROUP LLC.
Plan sponsor
Name
POWERSCHOOL GROUP LLC
EIN
47-4429364
Address
150 PARKSHORE DRIVE · FOLSOM, CA · 95630
Phone
(916) 288-1816
Industry
Professional & Technical 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
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
2E · Profit-sharing
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 | $244K | — |
Investments
20 direct securities · 16 pooled funds· $222.5M(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.
Common Collective Trust
$153.4M
16 holdings
Uncategorized
$69.1M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $26.9M | 12.1% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $25.5M | 11.5% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $24.7M | 11.1% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $24.6M | 11.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $23.9M | 10.8% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $18.3M | 8.2% | |
| FID CONTRAFUND K6 Registered Investment Company | — | — | — | $14.4M | 6.5% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $13.1M | 5.9% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $9.3M | 4.2% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $6.1M | 2.8% | |
| JH DSCPL VAL MDCP R6 Registered Investment Company | — | — | — | $4.8M | 2.1% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $3.0M | 1.3% | |
| J H TRITON N Registered Investment Company | — | — | — | $2.9M | 1.3% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $2.4M | 1.1% | |
| Fidelity BrokerageLink Account Self-directed Brokerage Account | — | — | — | $2.0M | 0.9% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $2.0M | 0.9% | |
| PIF EQUITY INC INST Registered Investment Company | — | — | — | $2.0M | 0.9% | |
| maturing through April 2034 | — | — | — | $1.9M | 0.9% | |
| MM MID CAP GRTH I Registered Investment Company | — | — | — | $1.8M | 0.8% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $1.8M | 0.8% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $1.7M | 0.8% | |
| FID GOVT MMKT Registered Investment Company | — | — | — | $1.7M | 0.8% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | — | — | — | $1.3M | 0.6% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| PIMCO INCOME INST Registered Investment Company | — | — | — | $988K | 0.4% | |
| ABF SM CAP VAL R5 Registered Investment Company | — | — | — | $886K | 0.4% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $633K | 0.3% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $376K | 0.2% | |
| PIM ALL ASSET INST Registered Investment Company | — | — | — | $277K | 0.1% | |
| INVS DEVELOP MKT R6 Registered Investment Company | — | — | — | $199K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $166K | <0.1% | |
| FID ST BOND IDX Registered Investment Company | — | — | — | $145K | <0.1% | |
| MIP CL 1 Collective Trust | — | — | — | $10K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Professional & Technical Services plans
IVANTI, INC.
IVANTI INC. 401(K) PLAN
$216.4M · 930 participants
BY LIGHT PROFESSIONAL IT SERVICES LLC
BY LIGHT PROFESSIONAL IT SERVICES LLC 401(K) PLAN
$214.5M · 1,630 participants
NATIONAL ACCOUNT SERVICE COMPANY LLC
NATIONAL ACCOUNT SERVICE COMPANY 401(K) SAVINGS PLAN
$212.0M · 429 participants
ASM RESEARCH LLC
ASM RESEARCH LLC 401(K) PLAN
$239.7M · 2,619 participants
ECLINICALWORKS, LLC
ECLINICALWORKS PROFIT SHARING 401(K) PLAN
$240.9M · 1,458 participants
CAROUSEL INDUSTRIES OF NORTH AMERICA
NWN CAROUSEL 401(K) PLAN
$194.3M · 1,019 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B