# Stride, INC. 401(k) Plan
Source: https://planprovider.pro/companies/stride-inc-401k-plan

> Stride, INC.'s 401(k) plan: 8,364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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