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Original filing (PDF)20251003150357NAL0000870451001
EL EDUCATION INC
Form 5500
FILING_RECEIVED
EL EDUCATION, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
172
Accounts w/ balance
195
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
87 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.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EL EDUCATION INC.
Plan sponsor
Name
EL EDUCATION INC
EIN
06-1576405
Address
247 WEST 35TH STREET · 8TH FLOOR · NEW YORK, NY · 10001
Phone
(212) 239-4455
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SAX, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | — | $5K | — |
| INTAC ACTUARIAL SERVICES, INC | 22-2446239 | BOSTON, MA | — | — | — |
Investments
87 direct securities· $14.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Trgt Rtrmt 2050 Inv Mutual Fund | — | — | — | $2.3M | 15.5% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Fund | — | — | — | $1.7M | 11.3% | |
| Nw Inv Dest Mod Aggr R6 Mutual Fund | — | — | — | $1.2M | 8.5% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Fund | — | — | — | $1.1M | 7.8% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Fund | — | — | — | $767K | 5.3% | |
| Nw Inv Dest Mod Cnsrv R6 Mutual Fund | — | — | — | $739K | 5.1% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | — | — | — | $652K | 4.5% | |
| Ssga S&P 500 Index Fund Mutual Fund | — | — | — | $615K | 4.2% | |
| Nw Inv Dest Mod R6 Mutual Fund | — | — | — | $576K | 3.9% | |
| Nw Inv Dest Aggr R6 Mutual Fund | — | — | — | $480K | 3.3% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | — | — | — | $416K | 2.9% | |
| Vngrd Wingtn Inv Mutual Fund | — | — | — | $380K | 2.6% | |
| Trowepr Smcap Val Mutual Fund | — | — | — | $268K | 1.8% | |
| Amfds Fdmntl Inv R6 Mutual Fund | — | — | — | $243K | 1.7% | |
| Clvrt Soc Indx I Mutual Fund | — | — | — | $164K | 1.1% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Fund | — | — | — | $156K | 1.1% | |
| Dodge & Cox International Stock Fund Class I Mutual Fund | — | — | — | $155K | 1.1% | |
| Vngrd Smcap Val Indx Adml Mutual Fund | — | — | — | $145K | 1.0% | |
| Amfds New Econ R6 Mutual Fund | — | — | — | $138K | 0.9% | |
| Amfds Europacfc Gr R6 Mutual Fund | — | — | — | $128K | 0.9% | |
| Fidadv Ttl Bd Inst Mutual Fund | — | — | — | $122K | 0.8% | |
| Nw Inv Dest Cnsrv R6 Mutual Fund | — | — | — | $104K | 0.7% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | — | — | — | $98K | 0.7% | |
| Prncpl Hi Yld Inst Mutual Fund | — | — | — | $98K | 0.7% | |
| Fid 500 Indx Mutual Fund | — | — | — | $87K | 0.6% | |
| Vngrd Sel Val Inv Mutual Fund | — | — | — | $66K | 0.5% | |
| Mfs Rsrch R4 Mutual Fund | — | — | — | $65K | 0.4% | |
| Invesco Growth And Income Fund Class Y Mutual Fund | — | — | — | $64K | 0.4% | |
| Jpm Mdcap Gr R5 Mutual Fund | — | — | — | $62K | 0.4% | |
| Dfa Us Lgcap Val Inst Mutual Fund | — | — | — | $54K | 0.4% | |
| Pimco Emrgmktlclcrnbd Inst Mutual Fund 206 Pimco Real Rtn Inst Mutual Fund | — | — | — | $54K | 0.4% | |
| Fid Intl Indx Mutual Fund | — | — | — | $49K | 0.3% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | — | — | — | $48K | 0.3% | |
| Pgim Ttl Rtn Bd Z Mutual Fund | — | — | — | $48K | 0.3% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | — | — | — | $47K | 0.3% | |
| Dfa Glbl Realest Sec Inst Mutual Fund | — | — | — | $47K | 0.3% | |
| Vngrd Us Gr Adml Mutual Fund | — | — | — | $45K | 0.3% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | — | — | — | $43K | 0.3% | |
| Amfds Wshngtn Mut Inv R6 Mutual Fund | — | — | — | $43K | 0.3% | |
| Vngrd Ttl Intlstkindx Adml Mutual Fund | — | — | — | $42K | 0.3% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | — | — | — | $41K | 0.3% | |
| Amfds Amcap R6 Mutual Fund | — | — | — | $41K | 0.3% | |
| Jpm Eq Inc R5 Mutual Fund | — | — | — | $40K | 0.3% | |
| Notes receivable from participants 8.5%-9.5%; matures through January 2030 | — | — | — | $40K | 0.3% | |
| Pgim Hi Yld Z Mutual Fund | — | — | — | $40K | 0.3% | |
| Principal Funds Inc. - Midcap S&P 400 Index Fund - Institutional Class Mutual Fund | — | — | — | $39K | 0.3% | |
| Vngrd Smcap Gr Indx Adml Mutual Fund | — | — | — | $38K | 0.3% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Fund | — | — | — | $37K | 0.3% | |
| American Beacon International Equity Fund Class R5 Mutual Fund | — | — | — | $36K | 0.2% | |
| Jpm Strat Inc Oppr R5 Mutual Fund | — | — | — | $35K | 0.2% | |
| Bnymel Bd Mkt Indx I Mutual Fund | — | — | — | $34K | 0.2% | |
| Amcent Shtdrinflprtbd R5 Mutual Fund | — | — | — | $34K | 0.2% | |
| Vngrd Explr Adml Mutual Fund | — | — | — | $33K | 0.2% | |
| Vngrd Trgt Rtrmt Inc Mutual Fund | — | — | — | $32K | 0.2% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund | — | — | — | $32K | 0.2% | |
| Invsco Glbl Y Mutual Fund | — | — | — | $29K | 0.2% | |
| Fid Us Bd Indx Mutual Fund | — | — | — | $27K | 0.2% | |
| Leggm Bw Glbl Oppr Bd Inst Mutual Fund | — | — | — | $27K | 0.2% | |
| Harbor Intl Inst Mutual Fund | — | — | — | $26K | 0.2% | |
| Mfs Mdcap Gr R6 Mutual Fund | — | — | — | $25K | 0.2% | |
| Jpm Mdcap Val R6 Mutual Fund | — | — | — | $25K | 0.2% | |
| Vngrd Emrg Mkt Stkindxadml Mutual Fund | — | — | — | $24K | 0.2% | |
| Dws Enhcdcomdtstrat Inst Mutual Fund | — | — | — | $19K | 0.1% | |
| Invsco Mn St Mdcap R5 Mutual Fund 766 Jns Ovrseas I Mutual Fund | — | — | — | $18K | 0.1% | |
| Cohenstrs Realest Sec Z Mutual Fund | — | — | — | $17K | 0.1% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio Inst Mutual Fund | — | — | — | $16K | 0.1% | |
| Vngrd Gr Indx Adml Mutual Fund | — | — | — | $16K | 0.1% | |
| Lrdabt Hi Yld R5 Mutual Fund | — | — | — | $14K | <0.1% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Mutual Fund | — | — | — | $13K | <0.1% | |
| Nationwide Trust Company, FSB Victory Nasdaq-100 Index Fund R6 Shares Mutual Fund | — | — | — | $13K | <0.1% | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund | — | — | — | $13K | <0.1% | |
| Macquarie Large Cp Growth Fnd - Class R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Fund | — | — | — | $11K | <0.1% | |
| Vngrd 500 Index Fd As Mutual Fund | — | — | — | $10K | <0.1% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Fund | — | — | — | $10K | <0.1% | |
| Amfds Smcap Wld R6 Mutual Fund | — | — | — | $9K | <0.1% | |
| Jpm Smcap Val Sel Mutual Fund | — | — | — | $8K | <0.1% | |
| Vngrd Realest Indx Adml Mutual Fund | — | — | — | $7K | <0.1% | |
| Prncpl Cap App Inst Mutual Fund | — | — | — | $6K | <0.1% | |
| Tcw Mtwst Total Return Bnd Fnd Class I Mutual Fund | — | — | — | $6K | <0.1% | |
| Amfds 2035 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $5K | <0.1% | |
| Baird Mdcap Inst Mutual Fund | — | — | — | $5K | <0.1% | |
| Identity of issuer, borrower, maturity date, rate of interest, (d) Current Party lessor or similar party collateral, par, or maturity value Cost (1) Value * Nationwide Trust Company, FSB Ab Glbl Bd I Mutual Fund | — | — | — | $4K | <0.1% | |
| Frstegle Gold R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Lazard Intl Strat Eq Inst Mutual Fund | — | — | — | $2K | <0.1% | |
| Dfa Us Trgt Val Inst Mutual Fund | — | — | — | $2K | <0.1% | |
| Vngrd Gnma Inv Mutual Fund | — | — | — | $2K | <0.1% |
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