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Original filing (PDF)20250922122716NAL0007661074001
LEARNING NETWORK LLC
Form 5500
FILING_RECEIVED
LEARNING NETWORK 401(K) PLAN
401(k) retirement plan
Active participants
320
Accounts w/ balance
438
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARNING NETWORK LLC.
Plan sponsor
Name
LEARNING NETWORK LLC
EIN
47-4798769
Address
200 UNION BLVD · SUITE 200 · LAKEWOOD, CO · 80228
Phone
(303) 327-9507
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
2025-09-22
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STOCKMAN KAST RYAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV. | 82-4555287 | — | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $6K | — |
Investments
32 direct securities· $5.4M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund — R-2 | — | — | — | $706K | 12.0% | |
| American Funds 2050 Target Date Retirement Fund — R-2 | — | — | — | $555K | 9.4% | |
| American Funds 2060 Target Date Retirement Fund — R-2 | — | — | — | $439K | 7.5% | |
| AMCAP Fund — R-2 | — | — | — | $437K | 7.4% | |
| The Growth Fund of America — R-2 | — | — | — | $418K | 7.1% | |
| American Funds 2035 Target Date Retirement Fund — R-2 | — | — | — | $417K | 7.1% | |
| American Funds 2040 Target Date Retirement Fund — R-2 | — | — | — | $369K | 6.3% | |
| American Funds 2045 Target Date Retirement Fund — R-2 | — | — | — | $258K | 4.4% | |
| American Funds 2030 Target Date Retirement Fund — R-2 | — | — | — | $237K | 4.0% | |
| New Perspective Fund — R-2 | — | — | — | $160K | 2.7% | |
| American Balanced Fund — R-2 | — | — | — | $152K | 2.6% | |
| The New Economy Fund — R-2 | — | — | — | $135K | 2.3% | |
| Washington Mutual Investors Fund — R-2 | — | — | — | $132K | 2.2% | |
| The Income Fund of America — R-2 | — | — | — | $130K | 2.2% | |
| American Mutual Fund — R-2 | — | — | — | $105K | 1.8% | |
| American Funds 2065 Target Date Retirement Fund — R-2 | — | — | — | $97K | 1.6% | |
| American Funds U.S. Government Money Market Fund — R-2 | — | — | — | $95K | 1.6% | |
| The Investment Company of America — R-2 | — | — | — | $93K | 1.6% | |
| Fundamental Investors — R-2 | — | — | — | $93K | 1.6% | |
| EuroPacific Growth Fund — R-2 | — | — | — | $81K | 1.4% | |
| Capital World Growth and Income Fund — R-2 | — | — | — | $72K | 1.2% | |
| The Bond Fund of America — R-2 | — | — | — | $54K | 0.9% | |
| Notes receivable from participants | — | — | — | $34K | 0.6% | |
| Capital World Bond Fund — R-2 | — | — | — | $31K | 0.5% | |
| American Funds 2025 Target Date Retirement Fund — R-2 | — | — | — | $31K | 0.5% | |
| Capital Income Builder — R-2 | — | — | — | $29K | 0.5% | |
| American High-Income Trust — R-2 | — | — | — | $12K | 0.2% | |
| American Funds Global Balanced Fund — R-2 | — | — | — | $10K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund — R-2 | — | — | — | $6K | 0.1% | |
| Intermediate Bond Fund of America — R-2 | — | — | — | $6K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund — R-2 | — | — | — | $1K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund — R-2 | — | — | — | $946 | <0.1% |