Michael Roehl signed Education Minnesota's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education Minnesota's EIN is 41-1916882.
Download the official 2024 Form 5500 (PDF) for Education Minnesota from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education Minnesota's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $27 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NATIONAL FINANCIAL SERVICES |
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARRINGTON LANGER & ASSOCIATES | 41-1532347 | — | AUDITOR | $8K | — |
