College Track 401(K) — Form 5500 plan (College Track)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, College Track 401(K) is a benefit plan reported by College Track under EIN 94-3279613 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $7,599,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- College Track
- EIN
- 94-3279613
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $7,599,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20240822121821NAL0002568019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,599,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,599,512
- Net assets (BOY)
- $5,969,521
Income & contributions
- Employer contributions
- $555,993
- Participant contributions
- $1,051,237
- Total contributions
- $1,925,085
- Total income / additions
- $3,056,770
Expenses & distributions
- Benefits paid
- $1,385,766
- Administrative expenses
- $37,741
- Total expenses
- $1,426,779
- Net increase / (decrease)
- $1,629,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vita Planning Group LLC | INVESTMENT ADVISOR | $15,825 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,280 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,636 | $0 | 2023 |