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Original filing (PDF)20251002075100NAL0000174145001
THE EDUCE GROUP
Form 5500
FILING_RECEIVED
THE EDUCE GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
110
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
26 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EDUCE GROUP.
Plan sponsor
Name
THE EDUCE GROUP
EIN
43-2021803
Address
4550 MONTGOMERY AVENUE SUITE 980 · BETHESDA, MD · 20814
Phone
(301) 215-7370
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $34K | — |
Investments
6 direct securities · 26 pooled funds· $18.1M(97% 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.
Common Collective Trust
$15.5M
26 holdings
Registered Investment Companies
$2.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.5M | 18.8% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $2.1M | 11.0% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.9M | 9.9% | |
| MID CAP GR I1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.7M | 9.1% | |
| SMALL CAP GROWTH II - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $1.3M | 7.0% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $968K | 5.2% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $966K | 5.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $682K | 3.6% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $622K | 3.3% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $576K | 3.1% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $549K | 2.9% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $544K | 2.9% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $476K | 2.5% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $361K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $352K | 1.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $344K | 1.8% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $319K | 1.7% | |
| INVESCO INTL SM MID CAP B1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $242K | 1.3% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $130K | 0.7% | |
| BLACKROCK TOT RET 6 WILMINGTON TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $127K | 0.7% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $102K | 0.5% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $89K | 0.5% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $81K | 0.4% | |
| EMERGING MARKETS FUND II I1 WILMINGTON TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $35K | 0.2% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271381 / PN 762 | Common Collective Trust | — | — | $29K | 0.2% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $7K | <0.1% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MKTS I1 WILMINGTON TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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