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Original filing (PDF)20251014102437NAL0005408786001
EDUCATORS FOR EXCELLENCE
Form 5500
FILING_RECEIVED
EDUCATORS FOR EXCELLENCE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
53
Accounts w/ balance
127
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower" is 30% of plan.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATORS FOR EXCELLENCE.
Plan sponsor
Name
EDUCATORS FOR EXCELLENCE
EIN
27-3382030
Address
80 PINE ST FL 28 · NEW YORK, NY · 100051733
Phone
(701) 785-0186
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CONDON, O'MEARA, MCGINTY & DONNELLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $448 | — |
Investments
31 direct securities · 1 pooled fund· $9.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.9M
31 holdings
Pooled Separate Account
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.9M | 99.4% | |
| Empower | — | — | — | $1.5M | 30.1% | |
| Empower | — | — | — | $927K | 18.8% | |
| Empower | — | — | — | $808K | 16.4% | |
| Empower | — | — | — | $639K | 13.0% | |
| Empower | — | — | — | $213K | 4.3% | |
| Empower | — | — | — | $191K | 3.9% | |
| Empower | — | — | — | $95K | 1.9% | |
| Empower | — | — | — | $78K | 1.6% | |
| Empower | — | — | — | $71K | 1.4% | |
| Empower | — | — | — | $63K | 1.3% | |
| Empower | — | — | — | $59K | 1.2% | |
| Empower | — | — | — | $43K | 0.9% | |
| Empower | — | — | — | $36K | 0.7% | |
| Empower | — | — | — | $29K | 0.6% | |
| Empower | — | — | — | $27K | 0.6% | |
| Empower | — | — | — | $19K | 0.4% | |
| Empower | — | — | — | $19K | 0.4% | |
| Empower | — | — | — | $17K | 0.3% | |
| Participant notes receivable (4.25% - 9.25%) | — | — | — | $15K | 0.3% | |
| Empower | — | — | — | $14K | 0.3% | |
| Empower | — | — | — | $14K | 0.3% | |
| Empower | — | — | — | $14K | 0.3% | |
| Empower | — | — | — | $13K | 0.3% | |
| Empower | — | — | — | $8K | 0.2% | |
| Empower | — | — | — | $7K | 0.1% | |
| Empower | — | — | — | $6K | 0.1% | |
| Empower | — | — | — | $5K | 0.1% | |
| Empower | — | — | — | $4K | <0.1% | |
| Empower | — | — | — | $4K | <0.1% | |
| Empower | — | — | — | $2K | <0.1% | |
| Empower | — | — | — | $874 | <0.1% |
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