9dot 401(K) Plan — Form 5500 plan (9dot Education Solutions, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 9dot 401(K) Plan is a benefit plan reported by 9dot Education Solutions, LLC under EIN 37-1663300 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,288 participants and $53,543,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 9dot Education Solutions, LLC
- EIN
- 37-1663300
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 2,288
- End-of-year plan assets
- $53,543,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,288 | H, C | 20240715085053NAL0000707715003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,543,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,543,345
- Net assets (BOY)
- $40,872,629
Income & contributions
- Employer contributions
- $4,633,063
- Participant contributions
- $1,566,436
- Total contributions
- $6,462,127
- Total income / additions
- $14,702,579
Expenses & distributions
- Benefits paid
- $1,839,452
- Administrative expenses
- $192,411
- Total expenses
- $2,031,863
- Net increase / (decrease)
- $12,670,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $130,480 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $53,302 | 2023 |
| Truog-Ryding Company Inc. | CONTRACT ADMIN | $22,845 | $10,000 | 2023 |
| Pension Assurance Llp | OTHER | $15,000 | $0 | 2023 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $13,634 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,453 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 9dot Education Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Truog-Ryding Company Inc. — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation