Anita Samuel signed Strada Education Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strada Education Foundation, Inc.'s EIN is 47-3044430.
Download the official 2024 Form 5500 (PDF) for Strada Education Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strada Education Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
| PROCOURSE FIDUCIARY ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $19.8M | 22.5% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $11.4M | 13.0% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $8.6M | 9.8% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $7.6M | 8.6% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $7.5M | 8.5% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $4.9M | 5.5% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $4.3M | 4.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $4.1M | 4.7% | |
| Fidelity Diversified International K | Mutual Funds | — | — | $3.7M | 4.2% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $3.1M | 3.5% | |
| Fidelity Sm Cap Index | Mutual Funds | — | — | $2.4M | 2.7% | |
| Various Brokerage Accounts | Self-Directed Brokerage | — | — | $2.2M | 2.5% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $2.0M | 2.3% | |
| Fidelity Total Bond | Mutual Funds | — | — | $1.8M | 2.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| Pimco Income A | Mutual Funds | — | — | $1.1M | 1.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $687K | 0.8% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $592K | 0.7% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $591K | 0.7% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $123K | 0.1% | |
| Fidelity Freedom Income K | Mutual Funds | — | — | $62K | <0.1% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Freedom 2010 K | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 45-5291215 |
| — |
| INVESTMENT ADVISOR |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $12K | — |
