Jonathan Dilley signed Early Learning Indiana Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Early Learning Indiana Inc.'s EIN is 35-0888763.
Download the official 2024 Form 5500 (PDF) for Early Learning Indiana Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Early Learning Indiana Inc.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement Blend Select Trust 2045 118,635 | Mutual Funds | — | — | $1.3M | 18.2% | |
| T Rowe Price Retirement Blend Select Trust 2050 85,860 | Mutual Funds | — | — | $980K | 13.2% | |
| T Rowe Price Retirement Blend Select Trust 2025 91,415 | Mutual Funds | — | — | $976K | 13.2% | |
| T Rowe Price Retirement Blend Select Trust 2055 68,071 | Mutual Funds | — | — | $775K | 10.5% | |
| T Rowe Price Retirement Blend Select Trust 2040 68,087 | Mutual Funds | — | — | $763K | 10.3% | |
| T Rowe Price Retirement Blend Select Trust 2035 65,222 | Mutual Funds | — | — | $718K | 9.7% | |
| T Rowe Price Retirement Blend Select Trust 2060 40,434 | Mutual Funds | — | — | $461K | 6.2% | |
| T Rowe Price Retirement Blend Select Trust 2020 38,288 | Mutual Funds | — | — | $423K | 5.7% | |
| T Rowe Price Retirement Blend Select Trust 2030 30,860 | Mutual Funds | — | — | $340K | 4.6% | |
| T Rowe Price Retirement Blend Select Trust 2065 26,527 | Mutual Funds | — | — | $314K | 4.2% | |
| T Rowe Price Retirement Blend Select Trust 2015 5,713 | Mutual Funds | — | — | $62K | 0.8% | |
| Fidelity 500 Index 256 | Common Collective Trusts | — | — | $52K | 0.7% | |
| COLLECTIVE TRUST FUNDS T Rowe Price Retirement Blend Select Trust 2010 4,741 | Common Collective Trusts | — | — | $51K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-9.50%, with maturities through January 2030 0 | Bonds / Notes | — | — | $34K | 0.5% | |
| Fidelity Mid Cap Index 735 | Mutual Funds | — | — | $25K | 0.3% | |
| Fidelity Small Cap Growth K6 1,371 | Mutual Funds | — | — | $24K | 0.3% | |
| PUTNAM STABLE VALUE FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| JPMorgan Large Cap Growth R6 183 | Other securities | — | — | $15K | 0.2% | |
| REGISTERED INVESTMENT COMPANIES American Funds New Perspective R6 162 | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Small Cap Index 350 | Mutual Funds | — | — | $10K | 0.1% | |
| Putnam Large Cap Value R6 144 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
