TPR Education, LLC's EIN is 45-4924149.
Download the official 2024 Form 5500 (PDF) for TPR Education, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TPR Education, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | ADVISORS | $63K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Mutual Funds | — | — | $5.8M | 16.6% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $4.5M | 13.0% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $3.3M | 9.5% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $3.0M | 8.5% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $3.0M | 8.4% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $2.7M | 7.6% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.6M | 7.5% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $1.6M | 4.5% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.2M | 3.5% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $942K | 2.7% | |
| Vanguard Total Intl Stk I Adm | Mutual Funds | — | — | $770K | 2.2% | |
| Vanguard Total Bond Mkt I Adm | Mutual Funds | — | — | $685K | 2.0% | |
| MFS Value R6 | Mutual Funds | — | — | $680K | 1.9% | |
| maturing through January 2030 | Other securities | — | — | $549K | 1.6% | |
| JPMorgan Mid Cap Value Instl | Other securities | — | — | $514K | 1.5% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $514K | 1.5% | |
| Amer Funds EuroPacific Gr R6 | Other securities | — | — | $397K | 1.1% | |
| Money Market Account * Schwab Bank Savings Account | Mutual Funds | — | — | $394K | 1.1% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $367K | 1.0% | |
| Vanguard Emerg Mkts Stock Adm | Mutual Funds | — | — | $358K | 1.0% | |
| Undiscovered Mgrs Behavioral Value Fund Class R6 | Other securities | — | — | $349K | 1.0% | |
| Nationwide Geneva Small Cap Gr | Other securities | — | — | $288K | 0.8% | |
| Hartford MidCap R6 | Other securities | — | — | $217K | 0.6% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $182K | 0.5% | |
| Cohen & Steers Global Realty | Other securities | — | — | $70K | 0.2% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $20K | <0.1% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $18K | <0.1% | |
| T. Rowe Price Retirement Income | Other securities | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
