401k Record

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Stride 401(k)

Recordkeeping fees per participant · Stride, Inc. 401(k) Plan · plan year 2024

$44.95

Higher than 43% of the 1,697 plans $250M to 1B that report it.

Source

= $443,847 / 9,874
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926073712NAL0003883187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926073712NAL0003883187001, received 2025-09-26

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-09-26.

Cost and contributions

Administrative expenses excluding investment management, per participant

$49.74

10th: $18.52median $67.2190th: $147.71

Higher than 31% of the 2,324 plans $250M to 1B that report it.

Source

= $491,097 / 9,874
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926073712NAL0003883187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926073712NAL0003883187001, received 2025-09-26

Administrative expenses per participant

$56.32

10th: $27.95median $88.2590th: $203.68

Higher than 25% of the 2,405 plans $250M to 1B that report it.

Source

= $556,081 / 9,874
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926073712NAL0003883187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926073712NAL0003883187001, received 2025-09-26

Administrative expenses as a share of assets

0.216%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 94% of the 2,407 plans $250M to 1B that report it.

Source

= $556,081 / $257,714,761
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926073712NAL0003883187001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926073712NAL0003883187001, received 2025-09-26

Employer contributions per participant

$941

10th: $1,169median $3,07390th: $8,346

Higher than 7% of the 2,457 plans $250M to 1B that report it.

Source

= $9,287,314 / 9,874
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926073712NAL0003883187001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926073712NAL0003883187001, received 2025-09-26

Employer share of total contributions

23.1%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 24% of the 2,459 plans $250M to 1B that report it.

Source

= $9,287,314 / $40,176,166
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926073712NAL0003883187001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926073712NAL0003883187001, received 2025-09-26

Plan terms, as stated in Stride, Inc.'s SEC filings

Employer match

“The 401(k) Plan provides for a matching Company contribution of 50%, up to the first 5% of each participant’s contribution.”

Form 10-K filed 2026-08-05, for the year ended 2026-06-30 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2026-06-30. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926073712NAL0003883187001, received 2025-09-26

Full record, Stride, Inc. 401(k) Plan

FieldValueSource
Plan sponsorSTRIDE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926073712NAL0003883187001, received 2025-09-26
Plan nameSTRIDE, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250926073712NAL0003883187001, received 2025-09-26
Sponsor EIN / plan number95-4774688 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926073712NAL0003883187001, received 2025-09-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926073712NAL0003883187001, received 2025-09-26
Sponsor locationRESTON, VAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926073712NAL0003883187001, received 2025-09-26
Industry (business code)611000, Educational servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926073712NAL0003883187001, received 2025-09-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926073712NAL0003883187001, received 2025-09-26
Filing received2025-09-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926073712NAL0003883187001, received 2025-09-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926073712NAL0003883187001, received 2025-09-26
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250926073712NAL0003883187001, received 2025-09-26
Participants, beginning of year9,637Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926073712NAL0003883187001, received 2025-09-26
Active participants8,364Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926073712NAL0003883187001, received 2025-09-26
Participants, end of year10,355Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926073712NAL0003883187001, received 2025-09-26
Participants with an account balance9,874Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926073712NAL0003883187001, received 2025-09-26
Total assets, beginning of year$212,115,912Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926073712NAL0003883187001, received 2025-09-26
Total assets, end of year$257,714,761Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926073712NAL0003883187001, received 2025-09-26
Net assets, end of year$257,714,761Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926073712NAL0003883187001, received 2025-09-26
Total income$70,297,418Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926073712NAL0003883187001, received 2025-09-26
Net income$45,598,849Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926073712NAL0003883187001, received 2025-09-26
Employer contributions$9,287,314Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926073712NAL0003883187001, received 2025-09-26
Participant contributions$28,084,914Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926073712NAL0003883187001, received 2025-09-26
Other contributions (incl. rollovers)$2,803,938Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926073712NAL0003883187001, received 2025-09-26
Total contributions$40,176,166Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926073712NAL0003883187001, received 2025-09-26
Benefit payments$24,001,176Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926073712NAL0003883187001, received 2025-09-26
Total expenses (incl. benefit payments)$24,698,569Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926073712NAL0003883187001, received 2025-09-26
Total administrative expenses$556,081Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926073712NAL0003883187001, received 2025-09-26
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926073712NAL0003883187001, received 2025-09-26
Recordkeeping fees$443,847Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926073712NAL0003883187001, received 2025-09-26
IQPA audit fees$47,250Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926073712NAL0003883187001, received 2025-09-26
Investment advisory and management fees$64,984Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926073712NAL0003883187001, received 2025-09-26
Administrative expenses excluding investment management$491,097derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926073712NAL0003883187001, received 2025-09-26
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926073712NAL0003883187001, received 2025-09-26
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926073712NAL0003883187001, received 2025-09-26
Held in mutual funds$254,463,536Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926073712NAL0003883187001, received 2025-09-26
Independent auditorFORVIS MAZARS, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926073712NAL0003883187001, received 2025-09-26

Position = column in the DOL layout for form year 2024. Filing 20250926073712NAL0003883187001, received 2025-09-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $443,847yes
MERCER (US) INC MERCER INVESTMENTSINVESTMENT ADVISOR 27 Investment advisory (plan) $64,984no
BKD, LLPAUDITOR 10 Accounting (including auditing) $47,250no

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 20250926073712NAL0003883187001, received 2025-09-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$212,115,912$257,714,76121.5%
Participants with a balance9,0409,8749.2%
Administrative expenses$462,873$556,08120.1%
Recordkeeping fees per participant$38.88$44.9515.6%
Employer contributions$8,844,809$9,287,3145.0%

Prior filing 20241007133644NAL0015269761001, received 2024-10-07; the plan years are contiguous.

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Sponsor name as filed: STRIDE, INC.; SEC registrant: Stride, Inc. (CIK 1157408, matched by EIN; display name from the Form 10-K cover).