Kelly Marble signed Learning Matters Educational Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Learning Matters Educational Group's EIN is 20-3176543.
Download the official 2024 Form 5500 (PDF) for Learning Matters Educational Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Learning Matters Educational Group'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.3M | 83.9% | |
| 15 *EMPOWER EMPOWER LIFETIME 2055 FUND SVC | Other securities | — | — | $403K | 14.5% | |
| Fixed annuity 36 Great West Life & Annuity Insurance Co. Guaranteed Portfolio Fund | Common Stocks | — | — | $385K | 13.8% | |
| 12 *EMPOWER EMPOWER LIFETIME 2040 FUND SVC | Other securities | — | — | $287K | 10.3% | |
| 13 *EMPOWER EMPOWER LIFETIME 2045 FUND SVC | Other securities | — | — | $221K | 7.9% | |
| 14 *EMPOWER EMPOWER LIFETIME 2050 FUND SVC | Other securities | — | — | $187K | 6.7% | |
| 18 *EMPOWER EMPOWER S&P 500 INDEX FUND INV | Common Collective Trusts | — | — | $174K | 6.2% | |
| 11 *EMPOWER EMPOWER LIFETIME 2035 FUND SVC | Other securities | — | — | $163K | 5.9% | |
| 9 *EMPOWER EMPOWER LIFETIME 2025 FUND SVC | Other securities | — | — | $158K | 5.7% | |
| 10 *EMPOWER EMPOWER LIFETIME 2030 FUND SVC | Other securities | — | — | $105K | 3.8% | |
| 6 *EMPOWER EMPOWER LARGE CAP VALUE INVESTOR II | Other securities | — | — | $102K | 3.7% | |
| 3 *EMPOWER EMPOWER INTERNATIONAL INDEX FUND INV | Common Collective Trusts | — | — | $71K | 2.5% | |
| 31 INVESCO GLOBAL A | Mutual Funds | — | — | $71K | 2.5% | |
| Participant Loans Interest at 4.25% to 9.50% maturing through May 2029 - | Bonds / Notes | — | — | $64K | 2.3% | |
| 24 American Funds AMERICAN FUNDS EUROPACIFIC GROWTH R3 ** 113 25 American Funds AMERICAN FUNDS GROWTH FUND OF AMER R3 | Mutual Funds | — | — | $57K | 2.0% | |
| 8 *EMPOWER EMPOWER LIFETIME 2020 FUND SVC | Other securities | — | — | $55K | 2.0% | |
| 30 INVESCO COMSTOCK R | Mutual Funds | — | — | $50K | 1.8% | |
| 20 *EMPOWER EMPOWER S&P SMCAP 600 INDEX FUND INV | Common Collective Trusts | — | — | $37K | 1.3% | |
| Variable annuities 1 *EMPOWER EMPOWER BOND INDEX FUND INV | Common Collective Trusts | — | — | $36K | 1.3% | |
| 7 *EMPOWER EMPOWER LIFETIME 2015 FUND SVC | Other securities | — | — | $32K | 1.1% | |
| 27 Columbia Funds COLUMBIA LARGE CAP VALUE A | Other securities | — | — | $25K | 0.9% | |
| 28 Fidelity ADVISOR LEVERAGED CO STK M | Mutual Funds | — | — | $18K | 0.6% | |
| 23 *EMPOWER EMPOWER US GOVT SECURITIES FUND INV | Other securities | — | — | $15K | 0.5% | |
| 4 *EMPOWER EMPOWER INTERNATIONAL VALUE INV | Other securities | — | — | $15K | 0.5% | |
| 32 JP Morgan Investments JPMORGAN US RESEARCH ENHANCED EQUITY A | Other securities | — | — | $14K | 0.5% | |
| 16 *EMPOWER EMPOWER MID CAP VALUE INV ** 568 17 *EMPOWER EMPOWER REAL ESTATE INDEX FUND INV | Common Collective Trusts | — | — | $14K | 0.5% | |
| 19 *EMPOWER EMPOWER S&P MIDCAP 400 INDEX FUND INV | Common Collective Trusts | — | — | $8K | 0.3% | |
| 2 *EMPOWER EMPOWER CONSERVATIVE PROFILE FUND INV | Other securities | — | — | $5K | 0.2% | |
| 26 ClearBridge SMALL CAP GROWTH A | Other securities | — | — | $4K | 0.1% | |
| 29 Fidelity VIRTUS CEREDEX MID-CAP VALUE EQUITY A | Mutual Funds | — | — | $3K | 0.1% | |
| 33 Macguire MACQUARIE SMALL CAP CORE A ** 119 34 Marsico Funds MARSICO FOCUS | Other securities | — | — | $2K | <0.1% | |
| 21 *EMPOWER EMPOWER SMALL CAP VALUE INV ** 984 22 *EMPOWER EMPOWER T ROWE PRICE MDCP GR FUND INV | Mutual Funds | — | — | $1K | <0.1% | |
| 5 *EMPOWER EMPOWER LARGE CAP GROWTH INV | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
