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Original filing (PDF)20231109050901NAL0013376067001

ACADEMY FOR PRECISION LEARNING

Form 5500
FILING_RECEIVED
APL 401(K) PLAN
401(k) retirement plan
Signals · 1
~185 bps in Sched C fees
Active participants
92
Accounts w/ balance
36
Plan assets (EOY)
$184K
Net assets (EOY)
$184K
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
  • Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACADEMY FOR PRECISION LEARNING.
Plan sponsor
Name
ACADEMY FOR PRECISION LEARNING
EIN
91-2148623
Address
5031 UNIVERSITY WAY NE · SUITE 105 · SEATTLE, WA · 98105
Phone
(760) 404-2571
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-11-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PETERSEN CPAS AND ADVISORS , PLLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745—RECORD KEEPER$2K—
ADP, INC.13-3036745—RECORD KEEPER$2K—

Investments

2 pooled funds· $1K(1% 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.

InvestmentTypeCurrent value% of plan
INVESCO STABLE ASSET - ADPZ
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$5360.3%
INVESCO STABLE ASSET - ADPZ
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$5360.3%