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Original filing (PDF)20250811080012NAL0020212018001
EDUCATIONAL DATA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
EDUCATIONAL DATA SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.8 moNo recordkeeper disclosed
Active participants
744
Accounts w/ balance
1,333
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
17 collective trusts
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 (directional)
86
/ 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
93
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.8 months past the 10.5-month grace window.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATIONAL DATA SYSTEMS, INC..
Plan sponsor
Name
EDUCATIONAL DATA SYSTEMS, INC.
EIN
38-2272565
Address
15300 N COMMERCE DR N · STE 200 · DEARBORN, MI · 481201264
Phone
(313) 271-2660
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-08-11
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YEO & YEO P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $64K | — |
| RESOURCE INVESTMENT ADVISORS, INC. | — | OVERLAND PARK, KS | NONE | $35K | — |
Investments
17 pooled funds· $24.0M(88% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE TARGET 2045 TR D T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | $4.4M | 15.9% |
| T ROWE PRICE TARGET 2035 TR D T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | $3.5M | 12.6% |
| T ROWE PRICE TARGET 2040 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | $3.3M | 12.1% |
| T ROWE PRICE TARGET 2030 TR D T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | $3.0M | 11.1% |
| T ROWE PRICE TARGET 2050 TR D T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | $2.9M | 10.5% |
| T ROWE PRICE TARGET 2025 TR D T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | $1.9M | 7.0% |
| T ROWE PRICE TARGET 2055 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | $1.9M | 6.9% |
| T ROWE PRICE TARGET 2020 TR D T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | $945K | 3.5% |
| T ROWE PRICE TARGET 2060 TR D T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | $850K | 3.1% |
| T ROWE PRICE TARGET 2015 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | $482K | 1.8% |
| RELIANCE TRUST NYL ANCH SER RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $335K | 1.2% |
| T ROWE PRICE TARGET 2065 TR D T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | $221K | 0.8% |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | $100K | 0.4% |
| T ROWE PRICE TARGET 2010 TR D T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | $84K | 0.3% |
| T ROWE PRICE TARGET 2005 TR D T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | $68K | 0.2% |
| SMALL CAP VALUE II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | $65K | 0.2% |
| MID CAP VALUE II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | $20K | <0.1% |
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