JEFF Schmitz signed Perfection Learning Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perfection Learning Corporation's EIN is 42-0895541.
Download the official 2024 Form 5500 (PDF) for Perfection Learning Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perfection Learning Corporation's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $29K | — |
| LUTZ | — | OMAHA, NE | NONE | $25K | — |
| ADVANCED CAPITAL GROUP | 41-1921960 | — | NONE | $24K | — |
| JP MORGAN | 13-4994650 | — | NONE | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.3M | 100.0% | |
| MELLON STABLE VALUE FUND CLASS M BNY MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $757K | 3.7% |
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
