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Original filing (PDF)20250916154343NAL0001389491001
FULL SAIL, LLC
Form 5500
FILING_RECEIVED
FULL SAIL 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,430
Accounts w/ balance
2,608
Plan assets (EOY)
$149.0M
Net assets (EOY)
$149.0M
How this plan invests
This plan
34 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
- 19 bps in Schedule C fees — 85% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FULL SAIL, LLC.
Plan sponsor
Name
FULL SAIL, LLC
EIN
59-2111456
Address
3300 UNIVERSITY BLVD · WINTER PARK, FL · 32792
Phone
(407) 679-0100
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
2025-09-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $165K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS LLC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $111K | — |
Investments
34 direct securities· $149.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Ret 2050 | — | — | — | $17.0M | 11.4% | |
| Vanguard Group Vanguard Target Ret 2045 | — | — | — | $16.0M | 10.7% | |
| Vanguard Group Vanguard 500 Index Admiral | — | — | — | $15.1M | 10.1% | |
| Vanguard Group Vanguard Target Ret 2040 | — | — | — | $14.6M | 9.8% | |
| Vanguard Group Vanguard Target Ret 2035 | — | — | — | $11.4M | 7.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $11.1M | 7.5% | |
| Vanguard Group Vanguard Target Ret 2030 | — | — | — | $8.1M | 5.4% | |
| Vanguard Group Vanguard Mid Cap Index FD | — | — | — | $7.5M | 5.0% | |
| Vanguard Group Vanguard Target Ret 2055 I | — | — | — | $6.2M | 4.1% | |
| Vanguard Group Vanguard Windsor II Adm | — | — | — | $4.2M | 2.8% | |
| Vanguard Group Vanguard Target Ret 2025 | — | — | — | $3.5M | 2.4% | |
| Vanguard Group Vanguard Small Cap Index Admiral | — | — | — | $3.5M | 2.3% | |
| PGIM Investments PGIM Total Return BD R6 | — | — | — | $3.4M | 2.3% | |
| Vanguard Group Vanguard Target 2060 Inv | — | — | — | $3.2M | 2.2% | |
| Empower Guaranteed Interest Investment | — | — | — | $3.2M | 2.1% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $3.0M | 2.0% | |
| Maturities Through 2029 - | — | — | — | $2.6M | 1.7% | |
| Vanguard Group Vanguard Target Ret 2020 | — | — | — | $2.2M | 1.5% | |
| Vanguard Group Vanguard Intermediate Term US Treasury | — | — | — | $1.9M | 1.3% | |
| American Funds American Funds New World | — | — | — | $1.6M | 1.1% | |
| Vanguard Group Vanguard Target Ret 2065 Inv | — | — | — | $1.3M | 0.9% | |
| Vanguard Group Vanguard Total Bond Index | — | — | — | $1.3M | 0.9% | |
| Vanguard Group Vanguard LifeStratgy Growth Fund | — | — | — | $1.3M | 0.9% | |
| BlackRock Mid-Cap Growth Equity | — | — | — | $892K | 0.6% | |
| Vanguard Group Vanguard Target Ret Income | — | — | — | $760K | 0.5% | |
| Vanguard Group Vanguard Total Stock Admiral | — | — | — | $756K | 0.5% | |
| Lazard Int Strat EQ Inst | — | — | — | $573K | 0.4% | |
| Vanguard Group Vanguard Small-Cap Growth | — | — | — | $568K | 0.4% | |
| Vanguard Group Vanguard Small Cap Value | — | — | — | $428K | 0.3% | |
| Vanguard Group Vanguard LifeStratgy Income Fund | — | — | — | $408K | 0.3% | |
| PIMCO Funds PIMCO Real Rtn FD Inst | — | — | — | $400K | 0.3% | |
| Vanguard Group Vanguard LifeStrategy Conservative Growth | — | — | — | $383K | 0.3% | |
| Vanguard Group Vanguard LifeStrategy Moderate Growth | — | — | — | $361K | 0.2% | |
| MFS Mid Cap Value R6 | — | — | — | $318K | 0.2% |
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