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Original filing (PDF)20251013163818NAL0000841011001
BISK EDUCATION, INC.
Form 5500
FILING_RECEIVED
BISK 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
164
Accounts w/ balance
301
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
27 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BISK EDUCATION, INC..
Plan sponsor
Name
BISK EDUCATION, INC.
EIN
59-1605121
Address
9417 PRINCESS PALM AVE STE 400 · TAMPA, FL · 336198348
Phone
(813) 621-6200
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
RIVERO, GORDIMER & COMPANY PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $28K | — |
Investments
26 direct securities· $28.0M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip K | — | — | $3.6M | $4.0M | 13.3% | |
| Fidelity Contrafund K | — | — | $3.4M | $3.7M | 12.4% | |
| Fidelity 500 Index Fund | — | — | $1.7M | $3.0M | 9.9% | |
| Fidelity Mid Cap Index Fund | — | — | $1.6M | $2.3M | 7.6% | |
| FID - Freedom 2040 K | — | — | $1.6M | $2.0M | 6.8% | |
| FID - Freedom 2030 K | — | — | $1.4M | $1.7M | 5.8% | |
| Fidelity Puritan K | — | — | $1.5M | $1.4M | 4.8% | |
| Fidelity U.S. Treasury MM | — | — | $1.4M | $1.4M | 4.6% | |
| FID - Freedom 2055 K | — | — | $970K | $1.3M | 4.3% | |
| FID - Freedom 2050 K | — | — | $901K | $1.2M | 4.0% | |
| FID - Freedom 2035 K | — | — | $931K | $1.2M | 3.9% | |
| Fidelity Small Cap Index Fund | — | — | $746K | $915K | 3.1% | |
| Fidelity International Index Fund | — | — | $690K | $744K | 2.5% | |
| Fidelity U.S. Bond Index Fund | — | — | $683K | $627K | 2.1% | |
| FID - Freedom 2025 K | — | — | $409K | $476K | 1.6% | |
| JP Morgan Equity Income Fund | — | — | $361K | $438K | 1.5% | |
| Notes receivable from participants | — | — | — | $321K | 1.1% | |
| FID - Freedom 2060 K | — | — | $210K | $273K | 0.9% | |
| FID - Freedom 2010 K | — | — | $221K | $241K | 0.8% | |
| FID - Freedom 2020 K | — | — | $202K | $229K | 0.8% | |
| Fidelity Limited Term Government Bond | — | — | $203K | $194K | 0.6% | |
| FID - Freedom Inc K | — | — | $181K | $189K | 0.6% | |
| FID - Freedom 2015 K | — | — | $85K | $93K | 0.3% | |
| Invesco Developing Markets Fund Class A | — | — | $43K | $43K | 0.1% | |
| Forfeitures | — | — | $20K | $20K | <0.1% | |
| FID - Freedom 2065 K | — | — | $440 | $604 | <0.1% |
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