How big is College Track's plan?

College Track's plan reported $10.3M in assets and 230 participants for 2024.

Original filing (PDF)20250904182822NAL0016392689001

College Track

Name: College Track — College Track 401(k), Form 5500 (2024)
Creator: College Track
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

College Track 401(k)

401(k) retirement plan · College Track's College Track 401(k) held $10.3M in plan assets for 230 participants in 2024, with Empower as recordkeeper.

Active participants

230

Accounts w/ balance

276

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Robel Negussie signed College Track's 2024 Form 5500 as plan administrator.

Robel Negussie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

College Track's EIN is 94-3279613.

EIN 94-3279613

Plan number 001

Plan year 2024

ACK ID 20250904182822NAL0016392689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for College Track from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

College Track's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

COLLEGE TRACK

EIN

all filings

Address

483 9TH STREET, SUITE 200 · OAKLAND, CA · 94607

Phone

(510) 435-7768

Industry

Educational Services

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

2025-09-04

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$16K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VITA PLANNING GROUP LLC

Investments

32 direct securities· $10.3M(100% of reported assets)

Mutual Funds

$4.9M

15 holdings

Common Collective Trusts

$3.7M

5 holdings

Other securities

$1.6M

10 holdings

Stable Value

$69K

1 holding

Bonds / Notes

$61K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$1.8M	17.7%
American Funds 2055 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$1.3M	13.0%
American Funds 2045 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$1.0M	10.2%
Fidelity International Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$713K	6.9%
American Funds 2035 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$695K	6.7%
Fidelity Small Cap Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$461K	4.5%
Fidelity Mid Cap Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$453K	4.4%
American Funds 2050 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$453K	4.4%
JPMorgan Emerging Markets Equity Fund Mutual fund N/A	Other securities	—	—	$363K	3.5%
Empower Large Cap Growth Fund Institutional Mutual fund N/A	Other securities	—	—	$357K	3.5%
American Funds 2060 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$346K	3.4%
American Funds 2040 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$343K	3.3%
Empower International Value Fund Institutional Mutual fund N/A	Other securities	—	—	$303K	2.9%
Fidelity U.S. Bond Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$285K	2.8%
American Century Small Cap Value Fund Mutual fund N/A	Other securities	—	—	$146K	1.4%
American Funds 2065 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$130K	1.3%
Federated Hermes Kaufmann Small Cap Fund Mutual fund N/A	Other securities	—	—	$113K	1.1%
American Funds 2025 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$102K	1.0%
American Funds Small Cap World Fund Mutual fund N/A	Mutual Funds	—	—	$90K	0.9%
BlackRock Equity Dividend Fund Mutual fund N/A	Other securities	—	—	$85K	0.8%
PIMCO Commodity Real Return Strategy Fund Mutual fund N/A	Mutual Funds	—	—	$79K	0.8%
American Century Real Estate Fund Mutual fund N/A	Other securities	—	—	$76K	0.7%
PIMCO Income Fund Institutional Mutual fund N/A	Mutual Funds	—	—	$70K	0.7%
Great-West Key Guaranteed Portfolio Fund Guaranteed investment contract N/A	Stable Value	—	—	$69K	0.7%
Notes receivable from participants Maturing 2025-2030 at interest rates of 4.25%-9.50% -	Bonds / Notes	—	—	$61K	0.6%
BlackRock Mid-Cap Growth Equity Fund Mutual fund N/A	Other securities	—	—	$61K	0.6%
MFS International Growth Fund Mutual fund N/A	Mutual Funds	—	—	$53K	0.5%
Dodge & Cox Income Fund Class I Mutual fund N/A	Mutual Funds	—	—	$49K	0.5%
American Century Mid Cap Value Fund Mutual fund N/A	Other securities	—	—	$46K	0.4%
American Funds 2030 Target Date Retirement Fund Mutual fund N/A	Mutual Funds	—	—	$32K	0.3%
Empower Core Strategies Inflation-Protected Securities Fund Mutual fund N/A	Other securities	—	—	$31K	0.3%
Fidelity Capital and Income Fund Mutual fund N/A	Mutual Funds	—	—	$23K	0.2%