Department of Labor filing

LEARNERS EDGE, LLC

LEARNERS EDGE, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,717

Reported employer contributions per active participant.

Higher than about 25% of comparable plans

#People in the filing

478

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$115 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 64% of comparable plans

↗Investment performance

Not available

Plan assets changed 37.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions25th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense64th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LEARNERS EDGE, LLC reported $820,613 in employer contributions across the plan and 478 active participants. That works out to $1,717 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 44.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 16.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context36/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $820,613
Participant contributions: $1,634,401
Other contributions: $466,908
Employer share of reported contributions: 33.4%
Beginning assets: $9,876,842
Ending assets: $13,570,341
Ending net assets: $13,570,341
Ending liabilities: $0
Total income: $4,412,914
Total expenses: $719,415
Administrative expenses: $43,731
Participant loans: $89,959

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$3,100

2024

$1,717

Plan-paid administrative expenses per participant

2023

$138

2024

$115

Active participants

2023

284

2024

478

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,717	478	13.6M	20251015111452NAL0008922386001
2023	$3,100	284	10M	20250626123602NAL0012441648001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Yes
Public plan identifier: 731629646-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 12, 2007
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN FUNDS	2024	Not reported	unknown
COHEN & STEERS	2024	Not reported	unknown
DFA INVESTMENT DIMENSIOR	2024	Not reported	unknown
FEDERATED	2024	Not reported	unknown
FIDELITY INVESTMENTS	2024	Not reported	unknown
FRANKLIN TEMPLETON	2024	Not reported	unknown
JANUS HENDERSON	2024	Not reported	unknown
MFS	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015111452NAL0008922386001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗