Robert Dancer signed Educational Data Systems, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Educational Data Systems, Inc.'s EIN is 38-2272565.
Download the official 2023 Form 5500 (PDF) for Educational Data Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Educational Data Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS, INC. | — | OVERLAND PARK, KS | NONE | $35K | — |
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.
| PI | % 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% | |
| Fidelity Investments Fidelity US Bond Index Fund 781 First Eagle Investments First Eagle Global I | Mutual Funds | — | — | $892K | 3.3% | |
| T ROWE PRICE TARGET 2060 TR D T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $850K | 3.1% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $812K | 3.0% | |
| T ROWE PRICE TARGET 2015 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $482K | 1.8% | |
| Fidelity Investments Fidelity Total Intl Index | Mutual Funds | — | — | $466K | 1.7% | |
| Participant loans Interest rates range from 4.25% to 9.25% -0- | Bonds / Notes | — | — | $395K | 1.4% | |
| 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% | |
| J.P.Morgan JPMorgan Core Bond R6 | Other securities | — | — | $206K | 0.8% | |
| MFS Investment Management MFS Growth R6 | Mutual Funds | — | — | $163K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $115K | 0.4% | |
| John Hancock Investment Management John Hancock Disciplined Value Fund | Other securities | — | — | $105K | 0.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $100K | 0.4% | |
| * CUNA Mutual Group Guaranteed Account | Insurance Contracts | — | — | $86K | 0.3% | |
| 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% | |
| Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $58K | 0.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $36K | 0.1% | |
| MID CAP VALUE II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| MFS Investment Management MFS Intl Diversification R6 | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
