Richard Hornstein signed Study.COM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Study.COM, LLC's EIN is 35-2169943.
Download the official 2024 Form 5500 (PDF) for Study.COM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Study.COM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 29 *Various SDBA | Other securities | — | — | $10.2M | 43.4% | |
| 11 Charles Schwab Trust Bank American Funds 2050 Target Date Retr Fund | Mutual Funds | — | — | $4.1M | 17.6% | |
| 28 *Charles Schwab Trust Bank Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $2.9M | 12.5% | |
| 9 Charles Schwab Trust Bank American Funds 2040 Target Date Retr Fund | Mutual Funds | — | — | $1.2M | 5.1% | |
| 12 Charles Schwab Trust Bank American Funds 2055 Target Date Retr Fund | Mutual Funds | — | — | $840K | 3.6% | |
| 8 Charles Schwab Trust Bank American Funds 2035 Target Date Retr Fund | Mutual Funds | — | — | $602K | 2.6% | |
| 13 Charles Schwab Trust Bank American Funds 2060 Target Date Retr Fund | Mutual Funds | — | — | $594K | 2.5% | |
| 17 Charles Schwab Trust Bank Janus Enterprise Fund | Mutual Funds | — | — | $422K | 1.8% | |
| 23 Charles Schwab Trust Bank Parnassus Equity Income Fund | Mutual Funds | — | — | $309K | 1.3% | |
| 7 Charles Schwab Trust Bank American Funds 2030 Target Date Retr Fund | Mutual Funds | — | — | $306K | 1.3% | |
| 22 Charles Schwab Trust Bank Oakmark Fund | Mutual Funds | — | — | $205K | 0.9% | |
| 21 Charles Schwab Trust Bank T. Rowe Price Blue Chip Growth | Mutual Funds | — | — | $192K | 0.8% | |
| 6 Charles Schwab Trust Bank American Funds 2020 Target Date Retr Fund | Mutual Funds | — | — | $188K | 0.8% | |
| 10 Charles Schwab Trust Bank American Funds 2045 Target Date Retr Fund | Mutual Funds | — | — | $152K | 0.6% | |
| 18 Charles Schwab Trust Bank JP Morgan Equity Income | Mutual Funds | — | — | $110K | 0.5% | |
| 25 Charles Schwab Trust Bank Vanguard GNMA ADM | Agency / Mortgage-Backed | — | — | $79K | 0.3% | |
| 16 Charles Schwab Trust Bank Hood River Small Cap Growth | Mutual Funds | — | — | $63K | 0.3% | |
| Notes Receivable from Participants Maturing at various dates through 2029. -0- | Other securities | — | — | $59K | 0.2% | |
| 3 Charles Schwab Trust Bank AM Fund AM Balanced R6 | Mutual Funds | — | — | $54K | 0.2% | |
| 2 Charles Schwab Trust Bank American Funds Europac GW R6 | Mutual Funds | — | — | $49K | 0.2% | |
| 20 Charles Schwab Trust Bank Neuberger Berman Genesis | Mutual Funds | — | — | $46K | 0.2% | |
| 15 Charles Schwab Trust Bank Harding Loevner Emerging Markets Adv Fund | Mutual Funds | — | — | $43K | 0.2% | |
| 24 Charles Schwab Trust Bank Pimco Income Fund | Mutual Funds | — | — | $35K | 0.1% | |
| 4 Charles Schwab Trust Bank American Funds Bond Fund of AM | Mutual Funds | — | — | $31K | 0.1% | |
| 26 Charles Schwab Trust Bank Shapiro Smid Cap Equity Fund | Mutual Funds | — | — | $21K | <0.1% | |
| 14 Charles Schwab Trust Bank Cohen & Steers Realty Shares | Mutual Funds | — | — | $21K | <0.1% | |
| 27 *Charles Schwab Trust Bank Schwab Bank Savings Fund | Mutual Funds | — | — | $17K | <0.1% | |
| 19 Charles Schwab Trust Bank Nuance Mid Cap Value | Mutual Funds | — | — | $10K | <0.1% | |
| Money Market Funds 1 *Charles Schwab Trust Bank Schwab Money Market Fund | Mutual Funds | — | — | $8K | <0.1% | |
| 5 Charles Schwab Trust Bank American Funds 2010 Target Date Retr Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
