Plan Snapshot
- Plan Sponsor: Ixl Learning, INC.
- Sponsor EIN: 943321802
- Sponsor Address: 777 MARINERS ISLAND BLVD, SAN MATEO, CA, 94404
- Plan Type: 401(k)
- Total Participants: 1,395
- Total Assets: $142.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,395 | $142.1M | $3.7M | $12.1M |
| 2023 | 1,289 | $115.2M | $2.8M | $9.4M |
| 2022 | 1,083 | $78.5M | $2.0M | $6.6M |
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 |
|---|---|---|---|---|
| THE NAIR GROUP, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $121,517 | — | — | — | — |
| 2023 | $106,845 | — | — | — | — |
| 2022 | $92,144 | — | — | — | — |