Original filing (PDF)20230125133736NAL0010701937001

Educate, Inc.

Name: Educate, Inc. — Educate, Inc. 401(k) Retirement, Form 5500 (2022)
Creator: Educate, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Educate, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Educate, Inc.'s Educate, Inc. 401(k) Retirement Savings Plan filed a Form 5500 for plan year 2022, with Capital Group (American Funds) as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

KATE McComiskey signed Educate, Inc.'s 2022 Form 5500 as plan administrator.

KATE McComiskey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Educate, Inc.'s EIN is 37-1465722.

EIN 37-1465722

Plan number 001

Plan year 2022

ACK ID 20230125133736NAL0010701937001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Educate, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Educate, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDUCATE, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EDUCATE, INC.

EIN

all filings

Address

4 NORTH PARK DRIVE, SUITE 500 · HUNT VALLEY, MD · 21030

Phone

(888) 338-2283

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-03-31

Filed

2023-01-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$350	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$18K	—

Investments

1 pooled fund· $0

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.