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Original filing (PDF)20250922131957NAL0002152451001
STUDIES WEEKLY, INC
Form 5500
FILING_RECEIVED
STUDIES WEEKLY 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
221
Accounts w/ balance
153
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
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 STUDIES WEEKLY, INC.
Plan sponsor
Name
STUDIES WEEKLY, INC
EIN
87-0554397
Address
1140 NORTH 1430 WEST · OREM, UT · 84057
Phone
(801) 368-9666
Industry
All Other Professional Services· Professional & Technical 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HBME,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities· $8.5M(100% of reported assets)
Registered Investment Companies
$8.5M
29 holdings
Uncategorized
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * American Funds 2040Target Date Retirement N/A | Registered Investment Companies | — | — | $879K | 10.3% | |
| * American Funds 2030 Target Date Retirement N/A | Registered Investment Companies | — | — | $873K | 10.3% | |
| * American Funds 2045Target Date Retirement N/A | Registered Investment Companies | — | — | $853K | 10.0% | |
| * American Funds 2035Target Date Retirement N/A | Registered Investment Companies | — | — | $822K | 9.7% | |
| * American Funds 2060Target Date Retirement N/A | Registered Investment Companies | — | — | $714K | 8.4% | |
| * American Funds 2055Target Date Retirement N/A | Registered Investment Companies | — | — | $644K | 7.6% | |
| * American Funds 2050Target Date Retirement N/A | Registered Investment Companies | — | — | $570K | 6.7% | |
| * American Funds 2025 Target Date Retirement N/A | Registered Investment Companies | — | — | $344K | 4.1% | |
| * American Funds Growth Fund of Amercia N/A | Registered Investment Companies | — | — | $327K | 3.8% | |
| * American Funds Fundamental Investors N/A | Registered Investment Companies | — | — | $306K | 3.6% | |
| * American Funds Washington Mutual Investors Fund N/A | Registered Investment Companies | — | — | $292K | 3.4% | |
| * American Funds The Investment Company of America N/A | Registered Investment Companies | — | — | $238K | 2.8% | |
| * American Funds 2070Target Date Retirement N/A 930 Registered Investment Company * American Funds American Balanced Fund N/A | Registered Investment Companies | — | — | $229K | 2.7% | |
| * American Funds AMCAP Fund N/A | Registered Investment Companies | — | — | $228K | 2.7% | |
| * American Funds 2065Target Date Retirement N/A | Registered Investment Companies | — | — | $221K | 2.6% | |
| * American Funds SMALLCAP World Fund N/A | Registered Investment Companies | — | — | $143K | 1.7% | |
| * American Funds U.S. Government Securities Fund N/A | Registered Investment Companies | — | — | $95K | 1.1% | |
| * American Funds International Growth and Income Fund N/A | Registered Investment Companies | — | — | $83K | 1.0% | |
| * American Funds The Bond Fund of America N/A | Registered Investment Companies | — | — | $76K | 0.9% | |
| * American Funds New World Fund N/A | Registered Investment Companies | — | — | $76K | 0.9% | |
| * American Funds Intermediate Bond Fund of America N/A | Registered Investment Companies | — | — | $67K | 0.8% | |
| * American Funds Capital World Bond Fund N/A | Registered Investment Companies | — | — | $67K | 0.8% | |
| * American Funds Capital World Growth and Income Fund N/A | Registered Investment Companies | — | — | $59K | 0.7% | |
| * American Funds U.S. Government Money Market Fund N/A | Registered Investment Companies | — | — | $59K | 0.7% | |
| * American Funds EuropPacific Growth Fund N/A | Registered Investment Companies | — | — | $58K | 0.7% | |
| * American Funds The Income Fund of America N/A | Registered Investment Companies | — | — | $48K | 0.6% | |
| * American Funds Capital Income Builder N/A | Registered Investment Companies | — | — | $47K | 0.6% | |
| * American Funds 2020 Target Date Retirement N/A | Registered Investment Companies | — | — | $44K | 0.5% | |
| Range of Interest Rates * Participant Loans Rates of 1% to 9.5% N/A | — | — | — | $26K | 0.3% | |
| * American Funds Moderate Growth and Income Portfolio Fund N/A | Registered Investment Companies | — | — | $12K | 0.1% |