Kelly Staniec signed Imagine Learning LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imagine Learning LLC's EIN is 31-1692050.
Download the official 2022 Form 5500 (PDF) for Imagine Learning LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Imagine Learning 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $290K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WEALTHPLAN ADVISORS LLC |
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.
| 47-2622892 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | $0 | $12.2M | 13.6% | |
| VANGUARD TGT RMT 2065 INV FUND | Mutual Funds | — | $0 | $11.9M | 13.3% | |
| VANGUARD TGT RMT 2060 INV FUND | Mutual Funds | — | $0 | $10.6M | 11.8% | |
| VANGUARD TGT RMT 2045 INV FUND | Mutual Funds | — | $0 | $9.4M | 10.5% | |
| VANGUARD TGT RMT 2040 INV FUND | Mutual Funds | — | $0 | $8.5M | 9.5% | |
| VANGUARD TGT RMT 2050 INV FUND | Mutual Funds | — | $0 | $6.3M | 7.1% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $6.2M | 7.0% | |
| VANGUARD TGT RMT 2035 INV FUND | Mutual Funds | — | $0 | $4.0M | 4.4% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $2.7M | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.0% | |
| Vanguard US Growth Admiral Fd | Mutual Funds | — | $0 | $2.4M | 2.7% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $2.2M | 2.5% | |
| VANGUARD TGT RMT 2055 INV FUND | Mutual Funds | — | $0 | $1.8M | 2.0% | |
| VANGUARD TGT RMT 2030 INV FUND | Mutual Funds | — | $0 | $1.3M | 1.5% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.3M | 1.5% | |
| VANGUARD TGT RMT 2025 INV FUND | Mutual Funds | — | $0 | $1.2M | 1.3% | |
| Heartland Value Plus Inst Fund | Other securities | — | $0 | $991K | 1.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $991K | 1.1% | |
| MFS Intl Intrinsic Value R3 Fd | Mutual Funds | — | $0 | $943K | 1.1% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $924K | 1.0% | |
| Baird Core Plus Bond I Fund | Other securities | — | $0 | $895K | 1.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $851K | 1.0% | |
| VANGUARD TGT RMT 2020 INV FUND | Mutual Funds | — | $0 | $718K | 0.8% | |
| Cohen & Steers Realty Sh Fund | Other securities | — | $0 | $506K | 0.6% | |
| Inv Dev Mark R6 Fd | Other securities | — | $0 | $444K | 0.5% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $440K | 0.5% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $382K | 0.4% | |
| DFA Infl Protected Sec I Fund | Mutual Funds | — | $0 | $254K | 0.3% | |
| VANGUARD TGT RMT INC INV FUND | Mutual Funds | — | $0 | $220K | 0.2% |
