Original filing (PDF)20251008185904NAL0003213715001

Bryant & Stratton College, Inc.

Name: Bryant & Stratton College, Inc. — Bryant & Stratton, Form 5500 (2024)
Creator: Bryant & Stratton College, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bryant & Stratton College 401(k) Savings Plan

401(k) retirement plan · Bryant & Stratton College, Inc.'s Bryant & Stratton College 401(k) Savings Plan held $85.0M in plan assets for 1,260 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,260

Accounts w/ balance

2,188

Plan assets (EOY)

$85.0M

Net assets (EOY)

$85.0M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BRYANT & STRATTON COLLEGE, INC.

EIN

84-4813183all filings

Address

SYSTEM OFFICE · 200 RED TAIL RD · ORCHARD PARK, NY · 141271562

Phone

(716) 677-7801

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$204K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	—	CLEVELAND, OH	INVESTMENT ADVISOR	$25K	—

Investments

29 direct securities · 1 pooled fund· $85.0M(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.

Other securities

$55.4M

16 holdings

Common Collective Trusts

$12.1M

4 holdings

Mutual Funds

$11.4M

7 holdings

Common Collective Trust

$4.5M

1 holding

Bonds / Notes

$1.5M

1 holding

U.S. Treasuries

$195K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$11.2M	13.2%
T. Rowe Price Retirement 2035 Fund Mutual Fund	Other securities	—	—	$7.7M	9.0%
T. Rowe Price Retirement 2030 Fund Mutual Fund	Other securities	—	—	$7.4M	8.8%
T. Rowe Price Retirement 2045 Fund Mutual Fund	Other securities	—	—	$7.4M	8.7%
T. Rowe Price Retirement 2040 Fund Mutual Fund	Other securities	—	—	$5.8M	6.8%
AB Large Cap Growth Z Fund Mutual Fund	Other securities	—	—	$5.3M	6.2%
T. Rowe Price Retirement 2050 Fund Mutual Fund	Other securities	—	—	$5.0M	5.9%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$4.5M	5.3%
T. Rowe Price Retirement 2055 Fund Mutual Fund	Other securities	—	—	$4.0M	4.7%
Vanguard Explorer Admiral Fund Mutual Fund	Mutual Funds	—	—	$3.9M	4.6%
American Funds Euro Pacific Growth R6 Fund Mutual Fund	Mutual Funds	—	—	$3.4M	4.0%
T. Rowe Price Retirement 2025 Fund Mutual Fund	Other securities	—	—	$3.0M	3.6%
T. Rowe Price Retirement 2060 Fund Mutual Fund	Other securities	—	—	$2.8M	3.2%
The Vanguard Group Vanguard Equity-Income Admiral Fund Mutual Fund	Mutual Funds	—	—	$2.0M	2.4%
BlackRock Mid-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$1.9M	2.2%
T. Rowe Price Retirement 2065 Fund Mutual Fund	Other securities	—	—	$1.6M	1.9%
BlackRoack Total Return K Fund Mutual Fund	Other securities	—	—	$1.6M	1.8%
Participant Loans 3.25% - 8.50%	Bonds / Notes	—	—	$1.5M	1.7%
MFS Mid Cap Value R6 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	1.5%
T. Rowe Price Retirement 2020 Fund Mutual Fund	Other securities	—	—	$1.3M	1.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$662K	0.8%
PIMCO International Bond Fund Mutual Fund	Mutual Funds	—	—	$428K	0.5%
T. Rowe Price Retirement 2015 Fund Mutual Fund	Other securities	—	—	$291K	0.3%
T. Rowe Price T. Rowe Price Retirement 2010 Fund Mutual Fund	Other securities	—	—	$242K	0.3%
American Century Inflation Adjustment Bond Fund Mutual Fund	U.S. Treasuries	—	—	$195K	0.2%
Vanguard Federal Money Market Investment Fund Mutual Fund	Mutual Funds	—	—	$193K	0.2%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$144K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$131K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$97K	0.1%
T. Rowe Price Retirement Balance Class Fund Mutual Fund	Other securities	—	—	$35K	<0.1%