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Original filing (PDF)20250926134036NAL0010182800001
TEACHING STRATEGIES, LLC
Form 5500
FILING_RECEIVED
TEACHING STRATEGIES, LLC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
411
Accounts w/ balance
576
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.5M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 TEACHING STRATEGIES, LLC.
Plan sponsor
Name
TEACHING STRATEGIES, LLC
EIN
52-1608039
Address
80 M STREET, SE SUITE 1010 · WASHINGTON, DC · 20003
Phone
(301) 634-0818
Industry
Educational Servicessee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT BENEFIT SOLUTIONS | 71-0294708 | — | THIRD PARTY ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
39 direct securities · 1 pooled fund· $80.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$40.5M
39 holdings
Pooled Separate Account
$39.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA FINANCIAL · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $39.5M | 97.6% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Investments at Fair Value Pooled Separate Accounts * Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund | — | — | — | $7.1M | 17.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund | — | — | — | $4.7M | 11.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund | — | — | — | $4.1M | 10.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund | — | — | — | $4.0M | 10.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total Stock Mkt Idx Adm | — | — | — | $2.9M | 7.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund | — | — | — | $2.9M | 7.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund | — | — | — | $2.1M | 5.2% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Grw Advantage Fnd R6 | — | — | — | $1.8M | 4.5% | |
| Voya Retirement Insurance and Annuity Company American Funds Washington Mutual A | — | — | — | $1.5M | 3.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund | — | — | — | $1.4M | 3.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund | — | — | — | $1.4M | 3.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Balanced Index Adm | — | — | — | $893K | 2.2% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth A | — | — | — | $592K | 1.5% | |
| Investments at Contract Value * Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $544K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retire Income Fund | — | — | — | $518K | 1.3% | |
| Participant Loans * Participant 5.25 - 10.50% Due at Various Dates | — | — | — | $437K | 1.1% | |
| Voya Retirement Insurance and Annuity Company American Funds Nw Prspctv R6 | — | — | — | $413K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid Cap Index Adm | — | — | — | $381K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Fidelity Large Cap Index Value Fund | — | — | — | $375K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small Cap Index Adm | — | — | — | $275K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Fidelity Lare Cap Growth Index Fund | — | — | — | $253K | 0.6% | |
| Voya Retirement Insurance and Annuity Company DFA US Targeted Value I | — | — | — | $221K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Victory Core Pl Inter Bnd R6 | — | — | — | $204K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Vangrd Intl Explorer Fund Inv | — | — | — | $189K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund | — | — | — | $153K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard International Value Fund Inv | — | — | — | $149K | 0.4% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R6 | — | — | — | $149K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund | — | — | — | $125K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Cohen&Steers Real Est S Fd Z | — | — | — | $123K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund | — | — | — | $106K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Vangrd Dev Mkts Index Fd Adm | — | — | — | $96K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Fidelity US Sustain Index Inst | — | — | — | $91K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Mid Cap Opport Port R6 | — | — | — | $74K | 0.2% | |
| Voya Retirement Insurance and Annuity Company PIMCO Intl Bd Fd US Dl-Hdg I | — | — | — | $68K | 0.2% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Inst | — | — | — | $53K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market A | — | — | — | $22K | <0.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Ins | — | — | — | $4K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Black Rock High Yield Port K | — | — | — | $2K | <0.1% |
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