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Original filing (PDF)20251015142059NAL0002560419001
EDUKIDS, INC.
Form 5500
FILING_RECEIVED
BRIGHTPATH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,614
Accounts w/ balance
557
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 61 bps in Schedule C fees — 109% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUKIDS, INC..
Plan sponsor
Name
EDUKIDS, INC.
EIN
16-1381062
Address
3601 SENECA STREET · SUITE 200 · BUFFALO, NY · 14224
Phone
(716) 675-6881
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONDADIO & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $52K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $34K | — |
Investments
24 direct securities · 1 pooled fund· $14.9M(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
$14.1M
24 holdings
Common Collective Trust
$760K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $1.9M | 13.3% | |
| iShares S&P 500 Index K iShares 0 | — | — | — | $1.8M | 13.0% | |
| GM iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $1.7M | 12.2% | |
| GM iShares S&P 500 Index K iShares 0 | — | — | — | $1.4M | 10.2% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $1.2M | 8.3% | |
| INVESCO STABLE VALUE RETIREMENT CL1 INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $760K | 5.4% | |
| GM American Funds New Perspective R6 American Funds 0 | — | — | — | $586K | 4.1% | |
| GM American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $575K | 4.1% | |
| GM iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $571K | 4.0% | |
| GM American Funds Washington Mutual R6 American Funds 0 | — | — | — | $568K | 4.0% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $531K | 3.8% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $514K | 3.6% | |
| GM Invesco Stable Value Retirement CL1 Invesco 0 | — | — | — | $431K | 3.0% | |
| GM iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $399K | 2.8% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $389K | 2.8% | |
| Invesco Stable Value Retirement CL1 Invesco 0 | — | — | — | $329K | 2.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $292K | 2.1% | |
| GM iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $273K | 1.9% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $233K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $119K | 0.8% | |
| Janus Henderson Triton N Janus 0 | — | — | — | $62K | 0.4% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $58K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $54K | 0.4% | |
| OA Nationwide Fixed Select Nationwide 0 | — | — | — | $50K | 0.4% | |
| Franklin Small Cap Value R6 Franklin 0 | — | — | — | $48K | 0.3% |