Paris Hodge signed New Paradigm for Education's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Paradigm for Education's EIN is 27-2059007.
Download the official 2024 Form 5500 (PDF) for New Paradigm for Education from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Paradigm for Education'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.7M | 53.0% | |
| [Assets held in common collective trust] | Other | — | — | $1.6M | 32.7% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $940K | 18.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $523K | 10.4% | |
| [Assets held in participant loans] | Other | — | — | $214K | 4.3% | |
| BLACKROCK EMERGING MARKETS EQUITY I GREAT GRAY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $181K | 3.6% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $887 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $444 | <0.1% |
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $18K |
| — |
