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Original filing (PDF)20251015122409NAL0004520369001
EDUCATIONDYNAMICS
Form 5500
FILING_RECEIVED
EDUCATIONDYNAMICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
325
Accounts w/ balance
554
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATIONDYNAMICS.
Plan sponsor
Name
EDUCATIONDYNAMICS
EIN
35-2534005
Address
111 RIVER STREET · 10TH FLOOR · HOBOKEN, NJ · 07030
Phone
(201) 377-3000
Industry
Educational Servicessee 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC | 36-4906731 | — | ADVISOR | $40K | — |
Investments
20 direct securities · 1 pooled fund· $28.8M(99% of reported assets)
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.
Uncategorized
$27.6M
19 holdings
Common Collective Trust
$723K
1 holding
Mutual Funds
$452K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional Services Company Fidelity 500 Index Fund | — | — | — | $5.4M | 18.5% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2050 Fund | — | — | — | $3.6M | 12.3% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2040 Fund | — | — | — | $3.3M | 11.2% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2045 Fund | — | — | — | $3.2M | 11.0% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2055 Fund | — | — | — | $2.9M | 10.1% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2030 Fund | — | — | — | $2.1M | 7.2% | |
| Fidelity Investments Institutional Services Company Fidelity Total Market Index Fund | — | — | — | $1.2M | 4.2% | |
| BlackRock Fund Advisors BlackRock LifePath Index Retirement Fund | — | — | — | $1.1M | 3.8% | |
| Fidelity Investments Institutional Services Company Fidelity Mid Cap Index Fund | — | — | — | $1.1M | 3.7% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2035 Fund | — | — | — | $887K | 3.0% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $723K | 2.5% | |
| BlackRock Fund Advisors BlackRock LifePath Index 2060 Fund | — | — | — | $692K | 2.4% | |
| Fidelity Investments Institutional Services Company Fidelity Small Cap Index Fund | — | — | — | $662K | 2.3% | |
| s * Fidelity Investments Institutional Services Company Fidelity U.S. Bond Index Fund | Mutual Funds | — | — | $452K | 1.6% | |
| Fidelity Investments Institutional Services Company Fidelity Extended Market Index Fund | — | — | — | $310K | 1.1% | |
| Fidelity Investments Institutional Services Company Fidelity Real Estate Index Fund | — | — | — | $292K | 1.0% | |
| Fidelity Investments Institutional Services Company Fidelity International Index Fund | — | — | — | $273K | 0.9% | |
| Fidelity Investments Institutional Services Company Fidelity Global ex U.S. Index Fund | — | — | — | $260K | 0.9% | |
| Fidelity Investments Institutional Services Company Fidelity Intermediary Treasury Bond Index Fund | — | — | — | $217K | 0.7% | |
| Fidelity Investments Institutional Services Company Fidelity Emerging Markets Index Fund | — | — | — | $146K | 0.5% | |
| Fidelity Investments Institutional Services Company Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $5K | <0.1% |
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