Julie Katruska signed Carnegie Learning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carnegie Learning, Inc.'s EIN is 25-1805640.
Download the official 2024 Form 5500 (PDF) for Carnegie Learning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carnegie Learning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA | — | AUSTIN, TX | RIA | $68K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies BlackRock LifePath Index 2035 | Other securities | — | — | $5.7M | 15.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.0M | 10.4% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $2.7M | 7.2% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $2.3M | 6.1% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $2.2M | 5.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.1M | 5.6% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $2.0M | 5.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.0M | 5.1% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.8M | 4.8% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $1.5M | 4.0% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $1.5M | 3.9% | |
| METLIFE STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| Fidelity International Index | Mutual Funds | — | — | $1.0M | 2.7% | |
| Vanguard Equity Income | Mutual Funds | — | — | $955K | 2.5% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $934K | 2.5% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $888K | 2.3% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $872K | 2.3% | |
| American Funds New World | Mutual Funds | — | — | $762K | 2.0% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $723K | 1.9% | |
| Vanguard International Growth | Mutual Funds | — | — | $521K | 1.4% | |
| PGIM High Yield | Other securities | — | — | $490K | 1.3% | |
| American Funds The Bond Fund of America | Mutual Funds | — | — | $428K | 1.1% | |
| American Century Small Cap Value | Other securities | — | — | $352K | 0.9% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $278K | 0.7% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% -0- | Bonds / Notes | — | — | $254K | 0.7% | |
| Schwab Treasury Inflation Protected Securities Index | U.S. Treasuries | — | — | $211K | 0.6% | |
| JPMorgan Mid-Cap Growth | Other securities | — | — | $196K | 0.5% | |
| American Century Mid Cap Value | Other securities | — | — | $191K | 0.5% | |
| Investments Cash Equivalent Charles Schwab & Co., Inc. Bank Sweep | Mutual Funds | — | — | $30K | <0.1% | |
| JPMorgan U.S. Government Money Market | Cash / Money Market | — | — | $5K | <0.1% | |
| Lord Abbett Developing Growth | Mutual Funds | — | — | $4K | <0.1% |
