How big is Achievekids' plan?

Achievekids' plan reported $8.1M in assets and 151 participants for 2023.

Original filing (PDF)20250403113550NAL0010213009001

Achievekids

Name: Achievekids — 403(b) Thrift Plan of Achievekids, Form 5500 (2023)
Creator: Achievekids
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Achievekids

Defined-contribution retirement plan · Achievekids' 403(b) Thrift Plan of Achievekids held $8.1M in plan assets for 151 participants in 2023, with Mutual of America as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

151

Accounts w/ balance

104

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Stephen Crook signed Achievekids' 2023 Form 5500 as plan administrator.

Stephen Crook — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Achievekids' EIN is 77-0412221.

EIN 77-0412221

Plan number 001

Plan year 2023

ACK ID 20250403113550NAL0010213009001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Achievekids from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Achievekids' plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACHIEVEKIDS.

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How this plan invests

This plan

2 pooled trusts

Schedule D

73 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 17K (5% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (97th percentile).

Plan sponsor

Name

ACHIEVEKIDS

EIN

all filings

Address

3860 MIDDLEFIELD RD · PALO ALTO, CA · 943034716

Phone

(650) 213-5281

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MOSS ADAMS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORDKEEPER	$766	—

Investments

73 direct securities · 2 pooled funds· $15.6M(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.

Pooled Separate Account

$6.8M

2 holdings

Pooled Separate Accounts

$6.5M

34 holdings

Mutual Funds

$993K

31 holdings

Common Stocks

$487K

1 holding

Other securities

$389K

1 holding

Common Collective Trusts

$264K

3 holdings

Participant loans

$98K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$1.3M Vanguard$797K Fidelity$785K T. Rowe Price$446K Eaton Vance / Calvert$201K American Funds (Capital Group)$197K American Century$128K Goldman Sachs$98K

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Special Service for Groups, Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$6.8M	84.4%
MoA Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$723K	8.9%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stocks	—	—	$487K	6.0%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$446K	5.5%
Mutual of America General Account Interest Accumulation Account	Other securities	—	—	$389K	4.8%
MoA Clear Passage 2050 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$380K	4.7%
Vanguard VIF International Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$372K	4.6%
MoA International Fund Pooled Separate Account ** 968 * MoA Mid Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$366K	4.5%
DWS Capital Growth VIP Pooled Separate Account	Pooled Separate Accounts	—	—	$312K	3.8%
MoA Clear Passage 2035 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$308K	3.8%
MoA Clear Passage 2040 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$295K	3.6%
Fidelity VIP Equity-Income Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$264K	3.3%
Fidelity VIP Contrafund Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$247K	3.1%
MoA Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$231K	2.9%
MoA Core Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$221K	2.7%
MoA Clear Passage 2065 Fund Pooled Separate Account ** 546 * MoA Conservative Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$219K	2.7%
Calvert VP SRI Balanced Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$201K	2.5%
American Funds Insurance Series New World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$197K	2.4%
Fidelity VIP Mid Cap Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$185K	2.3%
CREF Global Equities Variable Annuity Contract	Mutual Funds	—	—	$174K	2.1%
MoA Clear Passage 2030 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$167K	2.1%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$160K	2.0%
Vanguard VIF Real Estate Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$158K	1.9%
CREF Growth Variable Annuity Contract	Mutual Funds	—	—	$155K	1.9%
College Retirement Equities Fund variable annuities CREF Growth R1	Mutual Funds	—	$29K	$150K	1.9%
CREF Equity Index Variable Annuity Contract	Common Collective Trusts	—	—	$132K	1.6%
American Century Investments VP Capital Appreciation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$128K	1.6%
MoA Clear Passage 2045 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$125K	1.5%
CREF Stock Variable Annuity Contract	Mutual Funds	—	—	$113K	1.4%
Vanguard VIF Total Bond Market Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$107K	1.3%
College Retirement Equities Fund variable annuities CREF Stock R1	Mutual Funds	—	$28K	$105K	1.3%
Mutual of America General Account Funds held in reserve for participant loans	Participant loans	—	—	$98K	1.2%
Goldman Sachs VIT Small Cap Equity Insights Fund Pooled Separate Account ** 702 * Goldman Sachs VIT US Equity Insights Fund Pooled Separate Account ** 381 * MoA Aggressive Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$98K	1.2%
College Retirement Equities Fund variable annuities CREF Equity Index R1	Common Collective Trusts	—	$17K	$91K	1.1%
MoA Clear Passage 2055 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$90K	1.1%
Fidelity VIP Asset Manager Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$88K	1.1%
MoA Retirement Income Fund Pooled Separate Account ** 659 * MoA Small Cap Equity Index Fund Pooled Separate Account ** 330 * MoA Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$73K	0.9%
CREF Money Market Variable Annuity Contract	Mutual Funds	—	—	$63K	0.8%
MoA Mid Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	0.8%
MoA Clear Passage 2060 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	0.8%
MoA Moderate Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$59K	0.7%
College Retirement Equities Fund variable annuities CREF Money Market R1	Mutual Funds	—	$42K	$47K	0.6%
College Retirement Equities Fund variable annuities CREF Equity Index R1	Common Collective Trusts	—	$6K	$41K	0.5%
MoA All America Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$40K	0.5%
TIAA Traditional Benefit-Responsive (Contract Value) Guaranteed Investment Contract	Stable Value	—	—	$40K	0.5%
CREF Social Choice Variable Annuity Contract	Mutual Funds	—	—	$30K	0.4%
College Retirement Equities Fund variable annuities CREF Social Choice R1	Mutual Funds	—	$10K	$30K	0.4%
MoA Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$28K	0.3%
TIAA Traditional Nonfully Benefit-Responsive Guaranteed Investment Contract	Stable Value	—	—	$27K	0.3%
Delaware VIP Small Cap Value Series Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.3%

1–50 of 75

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