Carolyn Thoma signed Foundation for Educational Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation for Educational Services, Inc.'s EIN is 47-0703499.
Download the official 2024 Form 5500 (PDF) for Foundation for Educational Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation for Educational Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $50K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $13.6M | 14.8% | |
| Fidelity Investments Fidelity 500 Index Institutional Prem | Common Collective Trusts | — | — | $11.5M | 12.5% | |
| RETIREMENTTRACK MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4139828 / PN 605 | Common Collective Trust | — | — | $9.9M | 10.7% | |
| RETIREMENTTRACK MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4139830 / PN 607 | Common Collective Trust | — | — | $9.6M | 10.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $7.8M | 8.5% | |
| Goldman Sachs Goldman Sachs Financial Square Government Fund | Other securities | — | — | $4.6M | 5.1% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $4.5M | 4.9% | |
| RETIREMENTTRACK MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4139831 / PN 608 | Common Collective Trust | — | — | $4.5M | 4.8% | |
| IDA Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.1M | 3.3% | |
| Fidelity Investments Fidelity Small Cap Growth Fund R6 | Mutual Funds | — | — | $2.8M | 3.0% | |
| Fidelity Investments Fidelity Mid Cap Index Instl Prem | Mutual Funds | — | — | $2.6M | 2.8% | |
| RETIREMENTTRACK MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4139832 / PN 609 | Common Collective Trust | — | — | $1.8M | 1.9% | |
| MFS International IntrinsicValue Fund Class R6 | Mutual Funds | — | — | $1.6M | 1.7% | |
| Victory Capital Victory Sycamore Small Company Opportunity Fund Class R6 | Common Stocks | — | — | $1.5M | 1.6% | |
| American Funds American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $1.4M | 1.6% | |
| Fidelity Investments Fidelity US Bond Index Instl Prem | Mutual Funds | — | — | $1.4M | 1.5% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap R6 | Other securities | — | — | $1.2M | 1.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $1.1M | 1.1% | |
| RETIREMENTTRACK AGGRESSIVE 2035 R1 WILIMINGTON TRUST, N.A. · EIN 38-4139825 / PN 602 | Common Collective Trust | — | — | $909K | 1.0% | |
| PGIM Investments PGIM Global Total Return Fund Class R6 | Other securities | — | — | $793K | 0.9% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $675K | 0.7% | |
| RETIREMENTTRACK MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7275345 / PN 001 | Common Collective Trust | — | — | $518K | 0.6% | |
| RETIREMENTTRACK AGGRESSIVE 2045 R1 WILIMINGTON TRUST, N.A. · EIN 38-4139826 / PN 603 | Common Collective Trust | — | — | $367K | 0.4% | |
| Fidelity Investments Fidelity International Index Instl Prem | Mutual Funds | — | — | $353K | 0.4% | |
| Participant notes receivable Loans to participants with an interest rate of 4.25% to 9.50% maturing between 2025-2034 -0- | Bonds / Notes | — | — | $270K | 0.3% | |
| RETIREMENTTRACK AGGRESSIVE RET R1 WILIMINGTON TRUST, N.A. · EIN 38-4139823 / PN 600 | Common Collective Trust | — | — | $211K | 0.2% | |
| RETIREMENTTRACK AGGRESSIVE 2055 R1 WILIMINGTON TRUST, N.A. · EIN 38-4139827 / PN 604 | Common Collective Trust | — | — | $96K | 0.1% | |
| Wilmington Trust Retirement Track Conservative 2045 Fd Shr CI R1 | Other securities | — | — | $5K | <0.1% | |
| RETIREMENTTRACK CONSERVATIV 2045 R1 WILIMINGTON TRUST, N.A. · EIN 38-4139836 / PN 613 | Common Collective Trust | — | — | $5K | <0.1% | |
| RETIREMENTTRACK MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4139829 / PN 606 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREMENTTRACK AGGRESSIVE 2025 R1 WILIMINGTON TRUST, N.A. · EIN 38-4139824 / PN 601 | Common Collective Trust | — | — | $0 | <0.1% |
