Original filing (PDF)20250903084048NAL0008953939001

TEACHSTONE TRAINING, LLC

Name: TEACHSTONE TRAINING, LLC — TEACHSTONE 401(K) PLAN, Form 5500 (2024)
Creator: TEACHSTONE TRAINING, LLC

Form 5500

FILING_RECEIVED

TEACHSTONE 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

207

Accounts w/ balance

224

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

How this plan invests

This plan

26 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEACHSTONE TRAINING, LLC.

Plan sponsor

Name

TEACHSTONE TRAINING, LLC

EIN

80-0560774

Address

675 PETER JEFFERSON PARKWAY · STE 400 · CHARLOTTESVILLE, VA · 22911

Phone

(434) 293-3909

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

2025-09-03

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SMITH-LEONARD

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$11K	—
MUTUAL OF OMAHA INVESTOR SERVICES,	—	OMAHA, NE	NONE	$11K	—
UNITED OF OMAHA	47-0322111	—	INVESTMENT COMPANY	$2K	—

Investments

5 direct securities · 26 pooled funds· $10.4M(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.

Common Collective Trust

$10.3M

25 holdings

Uncategorized

$131K

5 holdings

Pooled Separate Account

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244	Common Collective Trust	—	—	$1.6M	15.5%
STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233	Common Collective Trust	—	—	$1.4M	13.2%
STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235	Common Collective Trust	—	—	$1.3M	12.2%
STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232	Common Collective Trust	—	—	$1.2M	11.3%
STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236	Common Collective Trust	—	—	$1.1M	10.3%
STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234	Common Collective Trust	—	—	$762K	7.3%
STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061	Common Collective Trust	—	—	$685K	6.6%
DIRECTIONS 3 - MODERATE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 243	Common Collective Trust	—	—	$567K	5.4%
DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245	Common Collective Trust	—	—	$498K	4.8%
STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231	Common Collective Trust	—	—	$379K	3.6%
STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078	Common Collective Trust	—	—	$308K	3.0%
DIRECTIONS 2 - MODERATELY CONSERVAT HAND BENEFITS & TRUST · EIN 74-2008758 / PN 242	Common Collective Trust	—	—	$173K	1.7%
STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237	Common Collective Trust	—	—	$150K	1.4%
BlackRock Total Return K BlackRock 0	—	—	—	$90K	0.9%
STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060	Common Collective Trust	—	—	$76K	0.7%
STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459	Common Collective Trust	—	—	$50K	0.5%
STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223	Common Collective Trust	—	—	$29K	0.3%
DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 241	Common Collective Trust	—	—	$26K	0.2%
STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230	Common Collective Trust	—	—	$24K	0.2%
Nationwide Geneva Small Cap Growth R6 Nationwide 0	—	—	—	$21K	0.2%
STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040	Common Collective Trust	—	—	$19K	0.2%
Invesco Global R6 Invesco 0	—	—	—	$16K	0.2%
STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261	Common Collective Trust	—	—	$14K	0.1%
STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010	Common Collective Trust	—	—	$13K	0.1%
STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228	Common Collective Trust	—	—	$9K	<0.1%
STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238	Common Collective Trust	—	—	$4K	<0.1%
MFS International Diversification R6 MFS 0	—	—	—	$3K	<0.1%
Various Rates and Maturities Participant's Loan Account 0	—	—	—	$2K	<0.1%
RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227	Common Collective Trust	—	—	$346	<0.1%
STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035	Common Collective Trust	—	—	$246	<0.1%
UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001	Pooled Separate Account	—	—	$0	<0.1%