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Original filing (PDF)20251007091904NAL0002538115001
ELLUCIAN HOLDINGS INC.
Form 5500
FILING_RECEIVED
ELLUCIAN RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,209
Accounts w/ balance
3,441
Plan assets (EOY)
$660.3M
Net assets (EOY)
$660.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLUCIAN HOLDINGS INC..
Plan sponsor
Name
ELLUCIAN HOLDINGS INC.
EIN
45-3182708
Address
2003 EDMUND HALLEY DRIVE, SUITE 500 · RESTON, VA · 20191
Phone
(703) 968-9000
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $166K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $114K | — |
Investments
16 direct securities · 14 pooled funds· $666.0M(100% 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
$348.0M
14 holdings
Uncategorized
$318.0M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Total Stock Market Index Fund: Inst'l Shr N/R | — | — | — | $79.2M | 12.0% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $68.7M | 10.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $59.4M | 9.0% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $48.1M | 7.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $47.1M | 7.1% | |
| The Vanguard Group Vanguard U.S. Growth Fund Admiral Shares N/R | — | — | — | $45.7M | 6.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $34.8M | 5.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund: Inst'l Shr N/R | — | — | — | $30.3M | 4.6% | |
| The Vanguard Group Vanguard Explorer Fund Admiral Shares N/R | — | — | — | $28.6M | 4.3% | |
| The Vanguard Group Vanguard Total International Stock Index Fund: Inst'l Shr N/R | — | — | — | $28.6M | 4.3% | |
| The Vanguard Group Vanguard Windsor Fund Admiral Shares N/R | — | — | — | $27.3M | 4.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $26.0M | 3.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $22.8M | 3.5% | |
| Virtus Funds Virtus Zevenbergen Technology Fund; Institutional Class N/R | — | — | — | $21.0M | 3.2% | |
| The Vanguard Group Vanguard International Growth Fund Admiral Shares N/R | — | — | — | $15.5M | 2.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.3M | 2.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.5% | |
| The Vanguard Group Vanguard Total International Bond Index Fund: Inst'l Shr N/R | — | — | — | $9.4M | 1.4% | |
| The Vanguard Group Vanguard Selected Value Fund N/R | — | — | — | $8.6M | 1.3% | |
| The Vanguard Group Vanguard Retirement Income Trust II N/R | — | — | — | $6.9M | 1.0% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.0% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.0% | |
| Dodge & Cox Dodge & Cox International Stocks Fund Class X N/R | — | — | — | $4.7M | 0.7% | |
| Pacific Investment Management PIMCO Total Return Fund; Institutional Class N/R | — | — | — | $4.5M | 0.7% | |
| Notes receivable from participants Interest rates range: 4.25% - 9.5% - 0 - | — | — | — | $3.9M | 0.6% | |
| The Vanguard Group Vanguard Inflation-Protected Securities Fund: Adm Shares N/R | — | — | — | $3.6M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| Company * The Vanguard Group Vanguard Cash Reserves Federal MM Fund Admiral Shares N/R | — | — | — | $79K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $76K | <0.1% | |
| VFTC TARGET RET INCOME AND GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% |
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