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Original filing (PDF)20250714160149NAL0000809155001
STRIDE LEARNING CENTER
Form 5500
FILING_RECEIVED
STRIDE LEARNING CENTER 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
127
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
29 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
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRIDE LEARNING CENTER.
Plan sponsor
Name
STRIDE LEARNING CENTER
EIN
83-0216252
Address
326 PARSLEY BLVD · CHEYENNE, WY · 82007
Phone
(307) 632-2991
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
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $39K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $13K | — |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | AUDITOR | $1K | — |
Investments
29 direct securities· $11.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement R3 " | — | — | — | $1.7M | 14.5% | |
| American Funds 2035 Target Date Retirement R3 " | — | — | — | $1.4M | 12.3% | |
| American Funds 2040 Target Date Retirement R3 " | — | — | — | $1.1M | 9.1% | |
| American Funds 2030 Target Date Retirement R3 " | — | — | — | $804K | 6.9% | |
| American Funds Growth Fund of America R3 " | — | — | — | $657K | 5.6% | |
| American Funds American Balanced R3 " | — | — | — | $575K | 4.9% | |
| American Funds 2055 Target Date Retirement R3 " | — | — | — | $554K | 4.7% | |
| American Funds 2050 Target Date Retirement R3 " | — | — | — | $553K | 4.7% | |
| American Funds Investment Company of America R3 " | — | — | — | $485K | 4.1% | |
| American Funds US Government MMkt R3 " | — | — | — | $476K | 4.1% | |
| American Funds 2015 Target Date Retirement R3 " | — | — | — | $467K | 4.0% | |
| American Funds 2025 Target Date Retirement R3 " | — | — | — | $441K | 3.8% | |
| American Funds Fundamental Invs R3 " | — | — | — | $415K | 3.5% | |
| American Funds Europacific Growth R3 " | — | — | — | $344K | 2.9% | |
| American Funds New Perspective R3 " | — | — | — | $215K | 1.8% | |
| American Funds SMALLCAP World R3 " | — | — | — | $199K | 1.7% | |
| American Funds 2020 Target Date Retirement R3 " | — | — | — | $185K | 1.6% | |
| American Funds US Government Sec R3 " | — | — | — | $160K | 1.4% | |
| American Funds New Economy R3 " | — | — | — | $150K | 1.3% | |
| American Funds Growth Portfolio R3 " | — | — | — | $140K | 1.2% | |
| American Funds Bond Fund of Amer R3 " | — | — | — | $136K | 1.2% | |
| American Funds 2060 Target Date Retirement R3 " | — | — | — | $130K | 1.1% | |
| American Funds Growth & Income Portfolio R3 " | — | — | — | $126K | 1.1% | |
| American Funds Preservation Port R3 " | — | — | — | $117K | 1.0% | |
| American Funds Global Growth Portfolio R3 Mutual fund | — | — | — | $84K | 0.7% | |
| American Funds Capital Income Bldr R3 " | — | — | — | $36K | 0.3% | |
| American Funds 2065 Target Date Retirement R3 " | — | — | — | $16K | 0.1% | |
| American Funds Global Balanced R3 " | — | — | — | $14K | 0.1% | |
| American Funds 2010 Target Date Retirement R3 " | — | — | — | $3K | <0.1% |
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