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Original filing (PDF)20250926073712NAL0003883187001
STRIDE, INC.
Form 5500
FILING_RECEIVED
STRIDE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
8,364
Accounts w/ balance
9,874
Plan assets (EOY)
$257.7M
Net assets (EOY)
$257.7M
How this plan invests
This plan
26 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 116% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRIDE, INC..
Plan sponsor
Name
STRIDE, INC.
EIN
95-4774688
Address
11720 PLAZA AMERICA DRIVE, 9TH FLOO · RESTON, VA · 20190
Phone
(703) 483-7000
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $444K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC MERCER INVESTMENTS | — | CHICAGO, IL | INVESTMENT ADVISOR | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD, LLP | — | SPRINGFIELD, MO | AUDITOR | $47K | — |
Investments
26 direct securities· $254.5M(99% of reported assets)
Uncategorized
$230.8M
25 holdings
Mutual Funds
$23.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Common Collective Trust Funds Charles Schwab Managed Retirement 2040 Fund | — | — | — | $35.3M | 13.7% | |
| Charles Schwab Managed Retirement 2045 Fund | — | — | — | $33.0M | 12.8% | |
| Charles Schwab Managed Retirement 2035 Fund | — | — | — | $28.7M | 11.1% | |
| Charles Schwab Managed Retirement 2050 Fund | — | — | — | $28.3M | 11.0% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $23.7M | 9.2% | |
| Charles Schwab Managed Retirement 2055 Fund | — | — | — | $21.0M | 8.2% | |
| Charles Schwab Managed Retirement 2030 Fund | — | — | — | $15.3M | 5.9% | |
| Charles Schwab Managed Retirement 2025 Fund | — | — | — | $11.9M | 4.6% | |
| Wellington CIF II Growth S2 | — | — | — | $10.8M | 4.2% | |
| Charles Schwab Managed Retirement 2060 Fund | — | — | — | $8.2M | 3.2% | |
| Vanguard Mid Cap Index Fund - Institutional | — | — | — | $6.9M | 2.7% | |
| Vanguard Small Cap Index Institutional | — | — | — | $6.1M | 2.4% | |
| Dodge & Cox Dodge & Cox Stock X | — | — | — | $5.8M | 2.3% | |
| Stable Value Collective Trust Fund Invesco Stable Value Trust CL B1 | — | — | — | $3.4M | 1.3% | |
| Charles Schwab Managed Retirement 2020 Fund | — | — | — | $2.6M | 1.0% | |
| Harding Loevner Harding Loevner International Equity A | — | — | — | $2.4M | 0.9% | |
| Prudential Core Plus Bond Fund 5 | — | — | — | $2.2M | 0.8% | |
| Vanguard Total Int'l Stock Index Admiral | — | — | — | $2.0M | 0.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.9M | 0.7% | |
| William Blair William Blair Small Mid Cap Growth Fund | — | — | — | $1.2M | 0.5% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund | — | — | — | $1.1M | 0.4% | |
| Charles Schwab Managed Retirement 2015 Fund | — | — | — | $923K | 0.4% | |
| Charles Schwab Managed Retirement 2065 Fund | — | — | — | $727K | 0.3% | |
| Alliance Bernstein AB US Small & Mid Cap Val W Series CL P1 | — | — | — | $548K | 0.2% | |
| Charles Schwab Managed Retirement 2010 Fund | — | — | — | $528K | 0.2% | |
| Charles Schwab Managed Retirement Fixed Income Fund | — | — | — | $85K | <0.1% |