John Rivera II signed Leadership for Educational Equit's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leadership for Educational Equit's EIN is 20-8848357.
Download the official 2024 Form 5500 (PDF) for Leadership for Educational Equit from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leadership for Educational Equit's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.5M | 19.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 8.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 8.0% | |
| FRANKLIN GROWTH FUND - ADV | Registered Investment Companies | — | — | $909K | 7.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $752K | 5.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $647K | 5.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $497K | 3.9% | |
| INVESCO STABLE VALUE TRUST - C INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $468K | 3.6% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $399K | 3.1% | |
| NUVEEN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $379K | 2.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $365K | 2.8% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $357K | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $337K | 2.6% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $308K | 2.4% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $307K | 2.4% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $247K | 1.9% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $187K | 1.5% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $187K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $168K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $163K | 1.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $157K | 1.2% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $84K | 0.7% | |
| PGIM SHORT DUR MULTISECT BD R | Registered Investment Companies | — | — | $59K | 0.5% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $51K | 0.4% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $40K | 0.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $32K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $30K |
| — |
