Stride, Inc. 401(K) Plan — Form 5500 plan (Stride, 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, Stride, Inc. 401(K) Plan is a benefit plan reported by Stride, Inc. under EIN 95-4774688 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,328 participants and $212,115,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stride, Inc.
- EIN
- 95-4774688
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 9,328
- End-of-year plan assets
- $212,115,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,328 | H, C | 20241007133644NAL0015269761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $212,115,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $212,115,912
- Net assets (BOY)
- $164,545,621
Income & contributions
- Employer contributions
- $8,844,809
- Participant contributions
- $27,157,213
- Total contributions
- $39,573,272
- Total income / additions
- $70,782,839
Expenses & distributions
- Benefits paid
- $22,660,765
- Administrative expenses
- $462,873
- Total expenses
- $23,212,548
- Net increase / (decrease)
- $47,570,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $351,477 | $0 | 2023 |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $64,946 | not reported in the loaded dataset | 2023 |
| Bkd, Llp | AUDITOR | $46,200 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stride, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Bkd, Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation