# Edmentum 401(k) Plan
Source: https://planprovider.pro/companies/edmentum-401k-plan

> Edmentum's 401(k) plan: 1,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edmentum

- **Sponsor EIN:** 411646390

- **Sponsor Address:** 5600 W 83RD STREET SUITE 300, BLOOMINGTON, MN, 55437

- **Plan Type:** 401(k)

- **Total Participants:** 1,128

- **Total Assets:** $115.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,128|$115.4M|$2.6M|$8.8M|

| 2023|1,189|$102.6M|$2.7M|$8.4M|

| 2022|1,262|$85.3M|$2.5M|$8.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MPCG|INVESTMENT ADVISOR|$20,833|—|$20,833|

| STRATEGIC ADVISORS, INC.|ADVISOR|$19,593|—|$19,593|

| ELLINGSON & ELLINGSON, LTD.|ACCOUNTANT/AUDITOR|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,426

- **Estimated Expense Ratio:** 0.042% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$20,905|$19,593|—|$8,000|—|

| 2023|$81,863|$68,567|$300|$7,500|—|

| 2022|$60,105|$52,913|—|—|—|

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