Sarah Spivey signed Autism Learning Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Autism Learning Partners' EIN is 26-3494212.
Download the official 2024 Form 5500 (PDF) for Autism Learning Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Autism Learning Partners' 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 | $182K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.7M | 18.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.6M | 18.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 13.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.6M | 10.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $802K | 5.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $717K | 5.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $677K | 4.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $621K | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $536K | 3.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $302K | 2.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $245K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $166K | 1.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $113K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $111K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $93K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $83K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $79K | 0.6% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $75K | 0.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $75K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $68K | 0.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $64K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $62K | 0.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $61K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $58K | 0.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $55K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $54K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.3% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $22K | 0.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $19K | 0.1% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $39K |
| — |
