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Original filing (PDF)20250722054645NAL0000980467001
EDUCATION ANALYTICS
Form 5500
FILING_RECEIVED
EDUCATION ANALYTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
108
Accounts w/ balance
158
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID 500 IND" is 28% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATION ANALYTICS.
Plan sponsor
Name
EDUCATION ANALYTICS
EIN
46-1580391
Address
110 EAST MAIN STREET · SUITE 1000 · MADISON, WI · 53703
Phone
(608) 466-4966
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
2025-07-22
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
22 direct securities · 4 pooled funds· $15.5M(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.
Registered Investment Companies
$15.2M
22 holdings
Common Collective Trust
$253K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.4M | 28.0% | |
| PIM REALPATH BLEND 2060 INST | Registered Investment Companies | — | — | $2.7M | 17.3% | |
| PIM REALPATH BLEND 2045 INST | Registered Investment Companies | — | — | $2.4M | 15.5% | |
| PIM REALPATH BLEND 2055 INST | Registered Investment Companies | — | — | $1.6M | 10.3% | |
| PIM REALPATH BLEND 2050 INST | Registered Investment Companies | — | — | $1.3M | 8.3% | |
| PIM REALPATH BLEND 2040 INST | Registered Investment Companies | — | — | $806K | 5.2% | |
| PIM REALPATH BLEND 2030 INST | Registered Investment Companies | — | — | $558K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $439K | 2.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $252K | 1.6% | |
| AB US LG CAP GR P-1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $161K | 1.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $161K | 1.0% | |
| PIMCO REALPATH BLEND INC INST | Registered Investment Companies | — | — | $142K | 0.9% | |
| PIM REALPATH BLEND 2035 INST | Registered Investment Companies | — | — | $117K | 0.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $94K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $93K | 0.6% | |
| STABLE VALUE FUND - R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $63K | 0.4% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $51K | 0.3% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $48K | 0.3% | |
| FID US SUST INDEX | Registered Investment Companies | — | — | $33K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $24K | 0.2% | |
| PIMCO TOT RET ESG INSTL | Registered Investment Companies | — | — | $23K | 0.1% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $22K | 0.1% | |
| FID INTL SUSTAIN INDEX | Registered Investment Companies | — | — | $18K | 0.1% | |
| PRI SMALL CAP R6 | Registered Investment Companies | — | — | $13K | <0.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| JAN HEND INTL ALPHA EQUITY III GREAT GRAY TRUST COMPANY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% |
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