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Original filing (PDF)20251010152149NAL0008387169001
EDUCATION DEVELOPMENT CENTER, INC.
Form 5500
FILING_RECEIVED
EDC RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
592
Accounts w/ balance
1,666
Plan assets (EOY)
$184.6M
Net assets (EOY)
$184.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATION DEVELOPMENT CENTER, INC..
Plan sponsor
Name
EDUCATION DEVELOPMENT CENTER, INC.
EIN
04-2241718
Address
300 FIFTH AVENUE · SUITE 2010 · WALTHAM, MA · 02451
Phone
(617) 618-2820
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | NONE | $108K | — |
| EDUCATION DEVELOPMENT CENTER | 04-2241718 | — | NONE | $49K | — |
Investments
22 direct securities · 1 pooled fund· $184.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$177.1M
22 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuities - Non-Fully Benefit-Responsive Insurance Annuity Contract | — | — | — | $37.5M | 20.3% | |
| CREF Stock R2 Variable annuity mutual funds | — | — | — | $30.9M | 16.7% | |
| Vanguard Inst Idx Inst Mutual funds | — | — | — | $18.1M | 9.8% | |
| CREF Growth R2 Variable annuity mutual funds | — | — | — | $13.9M | 7.5% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual funds | — | — | — | $12.5M | 6.8% | |
| CREF Global Equities R2 Variable annuity mutual funds | — | — | — | $10.0M | 5.4% | |
| Vanguard Small-Cap Idx Inst Mutual funds | — | — | — | $9.9M | 5.4% | |
| CREF Social Choice R2 Variable annuity mutual funds | — | — | — | $8.2M | 4.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.5M | 4.1% | |
| CREF Equity Index R2 Variable annuity mutual funds | — | — | — | $6.1M | 3.3% | |
| CREF Inflation-Linked Bond R2 Variable annuity mutual funds | — | — | — | $3.8M | 2.0% | |
| Nuveen Large Cap Value R6 Mutual funds | — | — | — | $3.7M | 2.0% | |
| American EuroPac Growth R6 Mutual funds | — | — | — | $3.4M | 1.8% | |
| Vanguard Extended Mkt Idx Inst Mutual funds | — | — | — | $3.2M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual funds | — | — | — | $2.9M | 1.6% | |
| CREF Core Bond R2 Variable annuity mutual funds | — | — | — | $2.8M | 1.5% | |
| T Rowe Price Capital Apprec I Mutual funds | — | — | — | $2.6M | 1.4% | |
| Western Asset Core Plus Bnd IS Mutual funds | — | — | — | $1.8M | 1.0% | |
| Vanguard Federal Money Mkt Inv Mutual funds | — | — | — | $1.7M | 0.9% | |
| CREF Money Market R2 Variable annuity mutual funds | — | — | — | $1.4M | 0.8% | |
| T Rowe Price Growth Stock I Mutual funds | — | — | — | $1.2M | 0.6% | |
| Touchstone Small Company R6 Mutual funds | — | — | — | $831K | 0.5% | |
| Nuveen High Yield R6 Mutual funds | — | — | — | $742K | 0.4% |