Jenny Browne signed La Petite Academy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
La Petite Academy, Inc.'s EIN is 43-1243221.
Download the official 2024 Form 5500 (PDF) for La Petite Academy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)La Petite Academy, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $319K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS RETIREMENT SERVICES | 84-1921272 | — | INVESTMENT MANAGEMENT | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DFA US Large Company Portfolio | Mutual Funds | — | — | $21.8M | 21.5% | |
| Pioneer Bond Fund | Other securities | — | — | $20.5M | 20.2% | |
| T. Rowe Price Integrated U.S. Small-Cap Grow Equity | Other securities | — | — | $13.3M | 13.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $12.6M | 12.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $10.2M | 10.1% | |
| Principal Trust Company EuroPacific Growth Fund | Common Stocks | — | — | $8.3M | 8.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.1M | 5.1% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 percent to 9.50 percent - | Other securities | — | — | $1.8M | 1.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $996K | 1.0% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $844K | 0.8% | |
| American Mutual Fund | Other securities | — | — | $742K | 0.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $615K | 0.6% | |
| Pioneer Fundamental Growth Fund | Other securities | — | — | $574K | 0.6% | |
| American New Perspective Fund | Other securities | — | — | $552K | 0.5% | |
| American Balanced Fund | Other securities | — | — | $512K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $481K | 0.5% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $475K | 0.5% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $336K | 0.3% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $292K | 0.3% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged | Mutual Funds | — | — | $193K | 0.2% | |
| GALLIARD STABLE RETURN PN25 SEI TRUST COMPANY · EIN 80-6052574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BALDWIN GROUP WEALTH ADVISORS LLC |
| 47-5476782 |
| — |
| INVESTMENT MANAGEMENT |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 33-1498605 | — | ACCOUNTANT | $27K | — |
| UHY LLP | 20-0694403 | — | ACCOUNTANT | $11K | — |
