Casey Coppersmith signed Spartan Education Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spartan Education Group, LLC's EIN is 27-0802184.
Download the official 2024 Form 5500 (PDF) for Spartan Education Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spartan Education Group, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALMICH & ASSOCIATES | 33-0526284 | — | ACCOUNTANT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $816K | 12.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $746K | 11.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $673K | 10.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $603K | 9.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $470K | 7.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $437K | 6.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $300K | 4.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $299K | 4.6% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $293K | 4.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $261K | 4.0% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $211K | 3.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $164K | 2.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $152K | 2.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $141K | 2.2% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $124K | 1.9% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $121K | 1.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $96K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $88K | 1.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $86K | 1.3% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $61K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $60K | 0.9% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $51K | 0.8% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $41K | 0.6% | |
| FID GROWTH STRATEGIES K6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| COL SEL MID CAP VALUE I3 | Registered Investment Companies | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
