Smita Vaidya signed Education Management & Networks' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education Management & Networks' EIN is 20-2490342.
Download the official 2024 Form 5500 (PDF) for Education Management & Networks from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education Management & Networks' 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 | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | MELVILLE, NY | ADVISOR | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $641K | 18.9% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $591K | 17.4% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $291K | 8.6% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $235K | 6.9% | |
| FRANKLIN MUT GLB DISC - R | Registered Investment Companies | — | — | $195K | 5.7% | |
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $178K | 5.3% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $156K | 4.6% | |
| JPMORGAN LG CP GR - R2 | Registered Investment Companies | — | — | $140K | 4.1% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $136K | 4.0% | |
| FIDELITY ADVISOR LEV CO STK M 517 REGISTERED INVESTMENT COMPANY FIDADFR2025 | Registered Investment Companies | — | — | $108K | 3.2% | |
| NEUBERGER SMALL CAP GROWTH R3 | Registered Investment Companies | — | — | $105K | 3.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $101K | 3.0% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $90K | 2.7% | |
| FIDELITY ADVISOR LARGE CAP-M | Registered Investment Companies | — | — | $83K | 2.4% | |
| FRANKLIN INCOME FUND - R | Registered Investment Companies | — | — | $56K | 1.6% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $45K | 1.3% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $45K | 1.3% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $39K | 1.1% | |
| BOND FUND OF AMER R2E | Registered Investment Companies | — | — | $38K | 1.1% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $37K | 1.1% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $37K | 1.1% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $18K | 0.5% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $14K | 0.4% | |
| FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $5K | 0.1% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $4K | 0.1% | |
| FIDELITY ADV FREEDOM 2010 - M | 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.
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