Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Civitas Learning
Civitas Learning 401(k)
- Educational services
- Austin, TX
- EIN 80-0734427
- 1 plan with Schedule H financials
- Plan year 2024
- Civitas Learning, Inc.
Administrative expenses excluding investment management, per participant · Civitas Learning, Inc. 401(k) Plan · plan year 2024
$21.14
Higher than 16% of the 14,713 plans $1 to 10M that report it.
Source
= $3,700 / 175
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250904143740NAL0016381777001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904143740NAL0016381777001, received 2025-09-04
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-04.
Cost and contributions
Administrative expenses per participant
$21.14
Higher than 11% of the 15,210 plans $1 to 10M that report it.
Source
= $3,700 / 175
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250904143740NAL0016381777001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904143740NAL0016381777001, received 2025-09-04
Administrative expenses as a share of assets
0.051%
Higher than 7% of the 15,243 plans $1 to 10M that report it.
Source
= $3,700 / $7,319,410
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250904143740NAL0016381777001, received 2025-09-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250904143740NAL0016381777001, received 2025-09-04
Employer contributions per participant
$1,100
Higher than 41% of the 13,342 plans $1 to 10M that report it.
Source
= $192,445 / 175
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250904143740NAL0016381777001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904143740NAL0016381777001, received 2025-09-04
Employer share of total contributions
21.1%
Higher than 27% of the 13,370 plans $1 to 10M that report it.
Source
= $192,445 / $912,069
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250904143740NAL0016381777001, received 2025-09-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250904143740NAL0016381777001, received 2025-09-04
Plan terms, as stated in Civitas Learning, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250904143740NAL0016381777001, received 2025-09-04
Full record, Civitas Learning, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CIVITAS LEARNING, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Plan name | CIVITAS LEARNING, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Sponsor EIN / plan number | 80-0734427 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Sponsor location | AUSTIN, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Filing received | 2025-09-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Participants, beginning of year | 189 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Active participants | 58 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Participants, end of year | 175 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Participants with an account balance | 175 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Total assets, beginning of year | $6,463,502 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Total assets, end of year | $7,319,410 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Net assets, end of year | $7,319,410 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Total income | $1,813,314 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Net income | $855,908 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Employer contributions | $192,445 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Participant contributions | $624,946 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Other contributions (incl. rollovers) | $94,678 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Total contributions | $912,069 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Benefit payments | $953,706 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Total expenses (incl. benefit payments) | $957,406 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Total administrative expenses | $3,700 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Administrative expenses excluding investment management | $3,700 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250904143740NAL0016381777001, received 2025-09-04 |
| Independent auditor | ARMANINO LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250904143740NAL0016381777001, received 2025-09-04 |
Position = column in the DOL layout for form year 2024. Filing 20250904143740NAL0016381777001, received 2025-09-04.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | SERVICE PROVIDER | 27 Investment advisory (plan) | $1,014 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250904143740NAL0016381777001, received 2025-09-04.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,463,502 | $7,319,410 | 13.2% |
| Participants with a balance | 189 | 175 | -7.4% |
| Administrative expenses | $4,375 | $3,700 | -15.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $236,139 | $192,445 | -18.5% |
Prior filing 20241010094556NAL0019881265001, received 2024-10-10; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CIVITAS LEARNING, INC.; SEC registrant: Civitas Learning, Inc. (CIK 1525334, matched by EIN).