Rochelle Worthington signed Civitas Learning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Civitas Learning, Inc.'s EIN is 80-0734427.
Download the official 2024 Form 5500 (PDF) for Civitas Learning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Civitas Learning, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE INVESTMENTS FUNDS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.3M | 99.1% | |
| Vanguard Target - Retire 2055 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $1.3M | 17.8% | |
| Vanguard Target - Retire 2045 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $1.3M | 17.6% | |
| Vanguard Target - Retire 2050 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $972K | 13.3% | |
| Vanguard 500 - Index Fund Adm Pooled separate account | Pooled Separate Accounts | — | — | $662K | 9.0% | |
| Vanguard Target - Retire 2040 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $653K | 8.9% | |
| Vanguard Target - Retire 2060 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $431K | 5.9% | |
| Vanguard Target - Retire 2035 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $416K | 5.7% | |
| American Funds - Growth Fund R6 Pooled separate account | Pooled Separate Accounts | — | — | $360K | 4.9% | |
| Vanguard Totl Stck - Mkt Index Fd Adm Pooled separate account | Pooled Separate Accounts | — | — | $240K | 3.3% | |
| Vanguard Small-Cap - Index Fund Adm Pooled separate account | Pooled Separate Accounts | — | — | $187K | 2.6% | |
| Vanguard Total Intl - Stk Index Fund Adm Pooled separate account | Pooled Separate Accounts | — | — | $140K | 1.9% | |
| Vanguard Mid-Cap - Index Fund Adm Pooled separate account | Pooled Separate Accounts | — | — | $121K | 1.6% | |
| Vanguard Total Bnd - Mrkt Ind F Adm Pooled separate account | Pooled Separate Accounts | — | — | $116K | 1.6% | |
| Neuberger Berman - Md Cp Grw Fund R6 Pooled separate account | Pooled Separate Accounts | — | — | $69K | 0.9% | |
| Amer Cent Mid Cap - Value Fund R6 Pooled separate account | Pooled Separate Accounts | — | — | $63K | 0.9% | |
| Vanguard Target - Retire 2030 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $59K | 0.8% | |
| FIXED ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $59K | 0.8% | |
| Invesco Diversified - Dividend Fnd R6 Pooled separate account | Pooled Separate Accounts | — | — | $59K | 0.8% | |
| Vanguard Target - Retire 2065 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $44K | 0.6% | |
| Vanguard Target - Retire 2020 Fund Inv Pooled separate account ** 149 * Voya Gov Money Mrkt Fund A Pooled separate account ** 528 * Victory Trv Intl Small Cap Fund R6 Pooled separate account | Pooled Separate Accounts | — | — | $24K | 0.3% | |
| DFA Inflat-Prot - Securities Port Inst Pooled separate account | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| American Funds - Cap In Bld R6 Pooled separate account | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| DFA Real Estate - Securities Port Inst Pooled separate account | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| With varying maturity dates through 2029 and interest rates ranging from * Notes receivable from participants 7.26% to 8.50% | Bonds / Notes | — | — | $10K | 0.1% | |
| Vanguard Target - Retire 2025 Fund Inv Pooled separate account | Pooled Separate Accounts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
