Mary ELLE BOHM signed Education Analytics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education Analytics' EIN is 46-1580391.
Download the official 2024 Form 5500 (PDF) for Education Analytics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education Analytics' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $20K |
| — |
