Back to filter
Original filing (PDF)20250723095352NAL0009894418001
TEACHABLE, INC.
Form 5500
FILING_RECEIVED
TEACHABLE, INC 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
211
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEACHABLE, INC..
Plan sponsor
Name
TEACHABLE, INC.
EIN
85-0704098
Address
530 FIFTH AVE. C/O TEACHABLE, · CONVENE,9TH FLOOR,WORKSUIT #807 · NEW YORK, NY · 10036
Phone
(877) 508-3224
Industry
Information / Tech / Mediasee 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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
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
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $0 | — |
Investments
25 direct securities· $11.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.4M | 20.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.2M | 18.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.8M | 15.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.3M | 10.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $962K | 8.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $911K | 7.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $454K | 3.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $319K | 2.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $196K | 1.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $181K | 1.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $150K | 1.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $107K | 0.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $96K | 0.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $95K | 0.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $87K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $82K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $77K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $77K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $56K | 0.5% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $56K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $51K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $48K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $17K | 0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $15K | 0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $9K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Information / Tech / Media plans
EASTERN NATIONAL
EASTERN NATIONAL 403(B) PLAN
$11.9M · 561 participants
HOUSTON ACADEMY OF MEDICINE - TX MED CTR LIBRARY
HAM-TMC LIBRARY 403(B) DC PLAN
$12.0M · 42 participants
MODEA HOLDINGS, INC.
MODEA HOLDINGS, INC 401(K) PLAN
$12.0M · 134 participants
THE SPRINGHILL COMPANY, LLC
THE SPRINGHILL COMPANY 401(K) PLAN
$11.8M · 165 participants
UPTIME INSTITUTE PROFESSIONAL SERVICES LLC
UPTIME INSTITUTE PROFESSIONAL SERVICES LLC 401(K) PLAN
$12.1M · 68 participants
GERBER & CO LLP
GERBER & CO LLP 401(K) PLAN
$12.1M · 53 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
