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Original filing (PDF)20250904143740NAL0016381777001
CIVITAS LEARNING, INC.
Form 5500
FILING_RECEIVED
CIVITAS LEARNING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
175
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIVITAS LEARNING, INC..
Plan sponsor
Name
CIVITAS LEARNING, INC.
EIN
80-0734427
Address
6705 W HWY 290 · SUITE 607, PMB 1205 · AUSTIN, TX · 78735
Phone
(415) 378-6666
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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
Investments
24 direct securities · 2 pooled funds· $14.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.3M
2 holdings
Uncategorized
$7.3M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.3M | 17.8% | |
| Vanguard Target - Retire 2045 Fund Inv Pooled separate account | — | — | — | $1.3M | 17.6% | |
| Vanguard Target - Retire 2050 Fund Inv Pooled separate account | — | — | — | $972K | 13.3% | |
| Vanguard 500 - Index Fund Adm Pooled separate account | — | — | — | $662K | 9.0% | |
| Vanguard Target - Retire 2040 Fund Inv Pooled separate account | — | — | — | $653K | 8.9% | |
| Vanguard Target - Retire 2060 Fund Inv Pooled separate account | — | — | — | $431K | 5.9% | |
| Vanguard Target - Retire 2035 Fund Inv Pooled separate account | — | — | — | $416K | 5.7% | |
| American Funds - Growth Fund R6 Pooled separate account | — | — | — | $360K | 4.9% | |
| Vanguard Totl Stck - Mkt Index Fd Adm Pooled separate account | — | — | — | $240K | 3.3% | |
| Vanguard Small-Cap - Index Fund Adm Pooled separate account | — | — | — | $187K | 2.6% | |
| Vanguard Total Intl - Stk Index Fund Adm Pooled separate account | — | — | — | $140K | 1.9% | |
| Vanguard Mid-Cap - Index Fund Adm Pooled separate account | — | — | — | $121K | 1.6% | |
| Vanguard Total Bnd - Mrkt Ind F Adm Pooled separate account | — | — | — | $116K | 1.6% | |
| Neuberger Berman - Md Cp Grw Fund R6 Pooled separate account | — | — | — | $69K | 0.9% | |
| Amer Cent Mid Cap - Value Fund R6 Pooled separate account | — | — | — | $63K | 0.9% | |
| Vanguard Target - Retire 2030 Fund Inv Pooled separate account | — | — | — | $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 | — | — | — | $59K | 0.8% | |
| Vanguard Target - Retire 2065 Fund Inv Pooled separate account | — | — | — | $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 | — | — | — | $24K | 0.3% | |
| DFA Inflat-Prot - Securities Port Inst Pooled separate account | — | — | — | $17K | 0.2% | |
| American Funds - Cap In Bld R6 Pooled separate account | — | — | — | $12K | 0.2% | |
| DFA Real Estate - Securities Port Inst Pooled separate account | — | — | — | $11K | 0.2% | |
| With varying maturity dates through 2029 and interest rates ranging from * Notes receivable from participants 7.26% to 8.50% | — | — | — | $10K | 0.1% | |
| Vanguard Target - Retire 2025 Fund Inv Pooled separate account | — | — | — | $6K | <0.1% |
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