Plan Snapshot
- Plan Sponsor: Stride, INC.
- Sponsor EIN: 954774688
- Sponsor Address: 11720 PLAZA AMERICA DRIVE, 9TH FLOO, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 8,364
- Total Assets: $257.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8,364 | $257.7M | $9.3M | $28.1M |
| 2023 | 7,700 | $212.1M | $8.8M | $27.2M |
| 2022 | 7,587 | $164.5M | $8.1M | $25.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $443,847 | — | $443,847 |
| MERCER (US) INC MERCER INVESTMENTS | INVESTMENT ADVISOR | $64,984 | — | $64,984 |
| BKD, LLP | AUDITOR | $47,250 | — | $47,250 |
| FORVIS MAZARS, LLP | Auditor | $47,250 | — | $47,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $603,331
- Estimated Expense Ratio: 0.234% 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 | $556,081 | $64,984 | — | $47,250 | — |
| 2023 | $462,873 | $64,946 | — | $46,200 | — |
| 2022 | $531,922 | $64,822 | $388,222 | — | $78,750 |