Shirley Horner signed Learning ALLY, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Learning ALLY, Inc.'s EIN is 13-1659345.
Download the official 2024 Form 5500 (PDF) for Learning ALLY, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Learning ALLY, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITY SERVICES INC | 03-0221141 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 16.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.2M | 10.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $705K | 6.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $600K | 5.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $599K | 5.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $559K | 4.9% | |
| AMERFUNDS 2010 TARG DATERET R6 561 REGISTERED INVESTMENT COMPANY AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $457K | 4.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $396K | 3.5% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $386K | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $360K | 3.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $349K | 3.0% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $282K | 2.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $271K | 2.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $254K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $252K | 2.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $238K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $219K | 1.9% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $206K | 1.8% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $132K | 1.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $111K | 1.0% | |
| AMERFUNDS 2065 TARG DATERET R6 958 REGISTERED INVESTMENT COMPANY DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $110K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $91K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $87K | 0.8% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| BLK SUST AWARE ADV LC CORE K | Registered Investment Companies | — | — | $58K | 0.5% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $31K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $28K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
