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Original filing (PDF)20251014183043NAL0003571713001
OPTIONS FOR LEARNING
Form 5500
FILING_RECEIVED
OPTIONS FOR LEARNING 403(B) PLAN
401(k) retirement plan
Active participants
999
Accounts w/ balance
1,171
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIONS FOR LEARNING.
Plan sponsor
Name
OPTIONS FOR LEARNING
EIN
95-3602641
Address
2934 E GARVEY AVE S STE 301 · WEST COVINA, CA · 917912192
Phone
(626) 967-7848
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $34K | — |
Investments
31 direct securities· $18.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MoA Clear Passage 2035 Fund Registered Investment Company | — | — | — | $3.2M | 17.1% | |
| MoA Clear Passage 2040 Fund Registered Investment Company | — | — | — | $2.5M | 13.0% | |
| MoA Clear Passage 2045 Fund Registered Investment Company | — | — | — | $2.2M | 11.6% | |
| MoA Clear Passage 2030 Fund Registered Investment Company | — | — | — | $2.0M | 10.4% | |
| MoA Clear Passage 2050 Fund Registered Investment Company | — | — | — | $1.6M | 8.2% | |
| MoA Clear Passage 2055 Fund Registered Investment Company | — | — | — | $1.3M | 6.7% | |
| MoA Clear Passage 2025 Fund Registered Investment Company | — | — | — | $1.2M | 6.5% | |
| MoA Clear Passage 2060 Fund Registered Investment Company | — | — | — | $931K | 4.9% | |
| MoA Equity Index Fund Registered Investment Company | — | — | — | $562K | 3.0% | |
| T. Rowe Price Blue Chip Growth I Registered Investment Company | — | — | — | $539K | 2.9% | |
| MoA Clear Passage 2020 Fund Registered Investment Company | — | — | — | $474K | 2.5% | |
| MoA Clear Passage 2065 Fund Registered Investment Company | — | — | — | $376K | 2.0% | |
| MoA Mid Cap Equity Index Fund Registered Investment Company | — | — | — | $287K | 1.5% | |
| Vanguard International Growth Adm Registered Investment Company | — | — | — | $277K | 1.5% | |
| MoA Small Cap Equity Index Fund Registered Investment Company | — | — | — | $267K | 1.4% | |
| BlackRock Mid-Cap Growth Equity K Registered Investment Company | — | — | — | $202K | 1.1% | |
| Calvert US Large Cap Core Rspnb Idx R6 Registered Investment Company | — | — | — | $187K | 1.0% | |
| Vanguard Treasury Money Market Investor Registered Investment Company | — | — | — | $150K | 0.8% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $124K | 0.7% | |
| MoA Retirement Income Fund Registered Investment Company | — | — | — | $120K | 0.6% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $114K | 0.6% | |
| MFS Mid Cap Value R6 Registered Investment Company | — | — | — | $106K | 0.6% | |
| Dodge & Cox Stock Registered Investment Company | — | — | — | $68K | 0.4% | |
| MoA International Fund Registered Investment Company | — | — | — | $60K | 0.3% | |
| Calvert Small-Cap R6 Registered Investment Company | — | — | — | $58K | 0.3% | |
| Calvert Bond R6 Registered Investment Company | — | — | — | $37K | 0.2% | |
| Victory RS Small Cap Growth R6 Registered Investment Company | — | — | — | $22K | 0.1% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $22K | 0.1% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $18K | <0.1% | |
| Delaware Small Cap Value R6 Registered Investment Company | — | — | — | $11K | <0.1% | |
| Calvert International Responsible Idx R6 Registered Investment Company | — | — | — | $8K | <0.1% |
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