Retirement plan

TEACHING STRATEGIES, LLC PROFIT SHARING PLAN

Name: TEACHING STRATEGIES, LLC - TEACHING STRATEGIES, LLC PROFIT SHARING PLAN (2025) Form 5500
Creator: TEACHING STRATEGIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEACHING STRATEGIES, LLC PROFIT SHARING PLAN, TEACHING STRATEGIES, LLC

TEACHING STRATEGIES, LLCEIN 52-1608039Plan #002PY 2025

80 M STREET, SE SUITE 1010 - WASHINGTON, DC 20003301-634-0818

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$50.5M

+24.6% from 2024

Total participants

558

-6.4% from 2024

Average account balance

$92,579

+31.7% from 2024

Annual return

18.64%

+2.09 pp from 2024

Benchmarks

See 342 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort342 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$50.46M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$93K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

545

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$28

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
RETIREMENT BENEFIT SOLUTIONS4 years Service code 49 · EIN 71-0294708	Other Services	$20,969
MORNINGSTAR4 years Service code 27 · EIN 36-3297908	Advisory (Plan)	$6,137
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$15K

$39 / participant

Recordkeeping$15K100.0%

% of EOY assets

0.030%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,579

$93,351-0.8%

$62,929+47.1%

$79,634+16.3%

Participation rate

96.7%

74.6%+22.0pp

73.1%+23.6pp

62.5%+34.2pp

Annual return

18.64%

14.37%+4.3pp

1063.93%-1045.3pp

36.46%-17.8pp

Employer contribution / active EE

$3,555

$3,135+13.4%

$2,505+41.9%

$2,529+40.6%

Participant deferral / active EE

$10,922

$3,921+178.5%

$3,888+180.9%

$3,835+184.8%

Admin fee / account holder

$28

$229-87.9%

$5,065-99.5%

$1,002-97.2%

Provider

Service type

Compensation

RETIREMENT BENEFIT SOLUTIONS4 years

Service code 49 · EIN 71-0294708

Other Services

$20,969

MORNINGSTAR4 years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$6,137

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT INS & ANNUITY CO

Service code 64 · EIN 71-0294708

Recordkeeping Fees

TEACHING STRATEGIES, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEACHING STRATEGIES, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion