Strategic Education, Inc. 401(K) Plan — Form 5500 plan (Strategic Education, Inc.)

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, Strategic Education, Inc. 401(K) Plan is a benefit plan reported by Strategic Education, Inc. under EIN 52-1975978 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,572 participants and $364,263,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strategic Education, Inc.
EIN
52-1975978
Plan number
002
Plan type
2
Location
Herndon, VA
Latest filing year
2023
Participants
5,572
End-of-year plan assets
$364,263,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,572H, C20241008163712NAL0009899763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$364,263,762
Total liabilities (EOY)
$0
Net assets (EOY)
$364,263,762
Net assets (BOY)
$308,935,456

Income & contributions

Employer contributions
$8,198,798
Participant contributions
$21,922,152
Total contributions
$31,121,762
Total income / additions
$85,862,535

Expenses & distributions

Benefits paid
$30,399,243
Administrative expenses
$99,671
Total expenses
$30,534,229
Net increase / (decrease)
$55,328,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$99,866$02023

Related Form 5500 pages