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Original filing (PDF)20251110142401NAL0004692385001
ONLINE EDUCATION PLATFORM, LLC
Form 5500
FILING_RECEIVED
AEON SCHOOL 401 (K) PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
152
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
21 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
- 59 bps in Schedule C fees — 104% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONLINE EDUCATION PLATFORM, LLC.
Plan sponsor
Name
ONLINE EDUCATION PLATFORM, LLC
EIN
99-0893511
Address
21750 HARDY OAK BLVD STE 104 PMB 81 · SAN ANTONIO, TX · 78258
Phone
(646) 664-0815
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
2025-11-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | ADVISOR | $26K | — |
| INNOVEST PORTFOLIO SOLUTIONS LLC | 84-1612955 | — | ADVISOR | $11K | — |
Investments
21 direct securities· $13.6M(100% of reported assets)
Uncategorized
$11.1M
20 holdings
Mutual Funds
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 INV | — | — | — | $2.5M | 18.1% | |
| s * Fidelity Freedom Index 2045 INV | Mutual Funds | — | — | $2.5M | 18.1% | |
| Fidelity Freedom Index 2040 INV | — | — | — | $2.1M | 15.3% | |
| Fidelity Freedom Index 2035 INV | — | — | — | $1.7M | 12.3% | |
| Fidelity Freedom Index 2055 INV | — | — | — | $1.1M | 8.1% | |
| Fidelity FID 500 Index | — | — | — | $1.0M | 7.7% | |
| Fidelity Freedom Index 2030 INV | — | — | — | $1.0M | 7.5% | |
| Fidelity Freedom Index 2060 INV | — | — | — | $300K | 2.2% | |
| Fidelity Freedom Index 2025 INV | — | — | — | $255K | 1.9% | |
| Fidelity FID MID Cap Index | — | — | — | $253K | 1.9% | |
| Fidelity FID BLUE CHIP GR K6 | — | — | — | $142K | 1.0% | |
| Prudential Funds PGIM TOTAL RTN BD R6 | — | — | — | $114K | 0.8% | |
| Fidelity FID TOTAL INTL INDEX | — | — | — | $112K | 0.8% | |
| Fidelity FID SM Cap Index | — | — | — | $112K | 0.8% | |
| 10.50% - | — | — | — | $76K | 0.6% | |
| DFA US SM CAP VALUE | — | — | — | $74K | 0.5% | |
| Harbor Funds HARBOR SCG RET | — | — | — | $73K | 0.5% | |
| MFS VALUE R6 | — | — | — | $69K | 0.5% | |
| Dodge & Cox DODGE & COX INT SK X | — | — | — | $52K | 0.4% | |
| Fidelity FID GOVT MMKT | — | — | — | $50K | 0.4% | |
| Fidelity Freedom Index 2065 INV | — | — | — | $49K | 0.4% |
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