Monica Milligan signed Gradient Learning's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gradient Learning's EIN is 35-2645251.
Download the official 2025 Form 5500 (PDF) for Gradient Learning from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Gradient Learning's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINDEC BENEFIT SERVICES INC | 85-3986400 | — | TPA RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2055 I | Other securities | — | — | $1.5M | 26.4% | |
| T. Rowe Price Retirement I 2050 I | Other securities | — | — | $1.5M | 26.2% | |
| T. Rowe Price Retirement I 2045 I | Other securities | — | — | $517K | 9.3% | |
| T. Rowe Price Retirement I 2040 I | Other securities | — | — | $369K | 6.6% | |
| T. Rowe Price Retirement I 2060 I | Other securities | — | — | $362K | 6.5% | |
| Vanguard Total Stock Mkt Indx Fd Adm | Mutual Funds | — | — | $283K | 5.1% | |
| Vanguard Intl Growth Admiral Class ** 493 Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $213K | 3.8% | |
| DFA US Large Co Port Instl | Mutual Funds | — | — | $204K | 3.7% | |
| T. Rowe Price Retirement I 2035 I | Other securities | — | — | $68K | 1.2% | |
| Fidelity Slct Med Tech Devices Port | Mutual Funds | — | — | $64K | 1.2% | |
| Vanguard Short-Term Invst Grade Adm | Mutual Funds | — | — | $56K | 1.0% | |
| to 9.50%, maturities through 2027 -0- | Bonds / Notes | — | — | $53K | 0.9% | |
| DFA US Small Cap Port Instl | Mutual Funds | — | — | $45K | 0.8% | |
| T. Rowe Price Retirement I 2030 I ** 686 Tortoise Mlp & Pipeline Inst | Other securities | — | — | $40K | 0.7% | |
| Fully Benefit Responsive Investment Contract * Standard Insurance Company Stable Asset Fund CL 2 | Common Stocks | — | — | $39K | 0.7% | |
| Vanguard Developed Mkts Index Adm | Mutual Funds | — | — | $37K | 0.7% | |
| Vanguard Growth Index Fd Admiral | Mutual Funds | — | — | $35K | 0.6% | |
| DFA US Large Cap Value Port Instl | Mutual Funds | — | — | $34K | 0.6% | |
| T. Rowe Price Retirement I 2025 I | Other securities | — | — | $26K | 0.5% | |
| DFA Emerg Mkts Core Eqty Port Instl | Mutual Funds | — | — | $22K | 0.4% | |
| DFA Glbl Real Estate SEC Port Instl | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Interm-Term Inv Grd Adm Shs | Mutual Funds | — | — | $12K | 0.2% | |
| Eaton Vance Floating Rate Adv I | Bonds / Notes | — | — | $3K | <0.1% | |
| American Funds New Perspective R6 ** 557 American Funds New World R6 ** 404 Blackrock High Yield BD Port CL K | Mutual Funds | — | — | $3K | <0.1% | |
| Registered Investment Companies American Funds Bond FD of Amer R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Consumerstaples Index Fd | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | 94-1737782 | — | BROKER | $0 | — |
