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Original filing (PDF)20251014131103NAL0002851169001
PLAYWORKS EDUCATION ENERGIZED DBA PLAYWORKS
Form 5500
FILING_RECEIVED
PLAYWORKS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
280
Accounts w/ balance
390
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
32 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLAYWORKS EDUCATION ENERGIZED DBA PLAYWORKS.
Plan sponsor
Name
PLAYWORKS EDUCATION ENERGIZED DBA PLAYWORKS
EIN
94-3251867
Address
638 3RD STREET · OAKLAND, CA · 94607
Phone
(510) 303-6419
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
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $25K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $9.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR Registered investment company | — | — | — | $2.1M | 21.0% | |
| FID FDM IDX 2050 IPR Registered investment company | — | — | — | $1.8M | 18.6% | |
| FID FDM IDX 2045 IPR Registered investment company | — | — | — | $1.3M | 12.7% | |
| FID FDM IDX 2060 IPR Registered investment company | — | — | — | $800K | 8.1% | |
| FID TOTAL MKT IDX Registered investment company | — | — | — | $791K | 8.0% | |
| FID FDM IDX 2035 IPR Registered investment company | — | — | — | $759K | 7.6% | |
| FID FDM IDX 2040 IPR Registered investment company | — | — | — | $502K | 5.1% | |
| FID US SUSTN IDX Registered investment company | — | — | — | $395K | 4.0% | |
| FID FDM IDX 2030 IPR Registered investment company | — | — | — | $340K | 3.4% | |
| FID FDM IDX 2065 IPR Registered investment company | — | — | — | $191K | 1.9% | |
| FID FDM IDX 2025 IPR Registered investment company | — | — | — | $155K | 1.6% | |
| FID FDM IDX 2020 IPR Registered investment company | — | — | — | $119K | 1.2% | |
| FID TOTAL BOND Registered investment company | — | — | — | $101K | 1.0% | |
| PIMCO INCOME INST Registered investment company | — | — | — | $100K | 1.0% | |
| FID GOVT MMKT Money market fund | — | — | — | $71K | 0.7% | |
| JPM US EQUITY R6 Registered investment company | — | — | — | $65K | 0.7% | |
| maturing through January 2029 0 | — | — | — | $62K | 0.6% | |
| JPM EQUITY INCOME R6 Registered investment company | — | — | — | $55K | 0.6% | |
| FID MID CAP IDX Registered investment company | — | — | — | $42K | 0.4% | |
| AF EUROPAC GROWTH R6 Registered investment company | — | — | — | $35K | 0.4% | |
| VICTORY S EST VAL R6 Registered investment company | — | — | — | $30K | 0.3% | |
| MGL SM CAP CORE R6 Registered investment company | — | — | — | $27K | 0.3% | |
| HTFD INTL OPPS R6 Registered investment company | — | — | — | $24K | 0.2% | |
| AF SMALLCAP WORLD R6 Registered investment company | — | — | — | $19K | 0.2% | |
| FID SM CAP IDX Registered investment company | — | — | — | $14K | 0.1% | |
| VANG SMCP GR IDX ADM Registered investment company | — | — | — | $9K | <0.1% | |
| J H ENTERPRISE IS Registered investment company ** 585 VANG BAL INDEX ADM Registered investment company | — | — | — | $8K | <0.1% | |
| FID EMERGING MKTS K Registered investment company | — | — | — | $8K | <0.1% | |
| VANG SMCPVL IDX ADM Registered investment company ** 6 * FID REAL ESTATE INVS Registered investment company | — | — | — | $7K | <0.1% | |
| TRP BLUE CHIP GRTH I Registered investment company | — | — | — | $7K | <0.1% | |
| FID INTL SUSTN IDX Registered investment company | — | — | — | $2K | <0.1% | |
| FID SUSTN BOND IDX Registered investment company | — | — | — | $1K | <0.1% |
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