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Original filing (PDF)20250827151224NAL0005043731002
EDUCATION ADVANCED, INC.
Form 5500
FILING_RECEIVED
EDUCATION ADVANCED 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
47
Accounts w/ balance
79
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
84
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 32% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATION ADVANCED, INC..
Plan sponsor
Name
EDUCATION ADVANCED, INC.
EIN
45-4536173
Address
2702 E. 5TH ST. · #372 · TYLER, TX · 75701
Phone
(844) 325-1414
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.1M | 32.1% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $377K | 11.3% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $340K | 10.2% | |
| Vanguard Bond Index Fund Admiral Class | — | — | — | $285K | 8.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $273K | 8.2% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $264K | 7.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $154K | 4.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $112K | 3.3% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $105K | 3.1% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $99K | 3.0% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $71K | 2.1% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $45K | 1.3% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $35K | 1.0% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $27K | 0.8% | |
| Participant loans receivable - 3 loans outstanding with interest rates ranging from 8.75% to 9.50% - | — | — | — | $24K | 0.7% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $19K | 0.6% | |
| Vanguard European Stock Index Fund Admiral Shares | — | — | — | $13K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $8K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares ** 980 Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $6K | 0.2% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $4K | 0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Non-interest bearing cash | — | — | $2K | $2K | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
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