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Original filing (PDF)20250915101615NAL0002176930001
LAUREATE EDUCATION, INC.
Form 5500
FILING_RECEIVED
LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
2,483
Plan assets (EOY)
$171.0M
Net assets (EOY)
$171.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 70% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAUREATE EDUCATION, INC..
Plan sponsor
Name
LAUREATE EDUCATION, INC.
EIN
52-1492296
Address
78 SW 7TH STREET · MIAMI, FL · 33130
Phone
(410) 843-6515
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
2025-09-15
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $215K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELLWETHER CONSULTING LLC | 22-3784192 | — | INVESTMENT ADVISOR | $39K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $37K | — |
Investments
28 direct securities · 1 pooled fund· $175.4M(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
$171.0M
28 holdings
Pooled Separate Account
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $21.0M | 12.3% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $19.0M | 11.1% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $17.2M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | — | — | — | $14.6M | 8.5% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $14.4M | 8.4% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $12.4M | 7.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | — | — | — | $12.3M | 7.2% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $9.4M | 5.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | — | — | — | $7.0M | 4.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | — | — | — | $6.9M | 4.0% | |
| Putnam Large Cap Value R6 Fund Stock | — | — | — | $4.9M | 2.8% | |
| New York Life NYL Anchor Account | — | — | — | $4.4M | 2.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.4M | 2.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | — | — | — | $4.4M | 2.6% | |
| Vanguard Global Equity Fund Investor Shares | — | — | — | $3.9M | 2.3% | |
| BlackRock Adv Small Cap Core K | — | — | — | $3.6M | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | — | — | — | $3.6M | 2.1% | |
| Dodge & Cox Income X | — | — | — | $2.5M | 1.5% | |
| American Funds American Funds EuroPacific Growth Fund, Class R6 | — | — | — | $2.3M | 1.4% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | — | — | — | $1.9M | 1.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $1.2M | 0.7% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.1M | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | — | — | — | $1.1M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund | — | — | — | $606K | 0.4% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $492K | 0.3% | |
| Participants through 2029*** | — | — | — | $230K | 0.1% | |
| DWS R Real Assets IS | — | — | — | $141K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Account | — | — | — | $59K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $22K | <0.1% |