Megan Smith signed Powerschool Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Powerschool Group LLC's EIN is 47-4429364.
Download the official 2024 Form 5500 (PDF) for Powerschool Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Powerschool Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $244K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $26.9M | 12.1% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $25.5M | 11.5% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $24.7M | 11.1% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $24.6M | 11.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $23.9M | 10.8% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $18.3M | 8.2% | |
| FID CONTRAFUND K6 Registered Investment Company | Mutual Funds | — | — | $14.4M | 6.5% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $13.1M | 5.9% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $9.3M | 4.2% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $6.1M | 2.8% | |
| JH DSCPL VAL MDCP R6 Registered Investment Company | Common Stocks | — | — | $4.8M | 2.1% | |
| FID SM CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $3.0M | 1.3% | |
| J H TRITON N Registered Investment Company | Common Stocks | — | — | $2.9M | 1.3% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $2.4M | 1.1% | |
| Fidelity BrokerageLink Account Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $2.0M | 0.9% | |
| FID US BOND IDX Registered Investment Company | Common Collective Trusts | — | — | $2.0M | 0.9% | |
| PIF EQUITY INC INST Registered Investment Company | Common Stocks | — | — | $2.0M | 0.9% | |
| maturing through April 2034 | Other securities | — | — | $1.9M | 0.9% | |
| MM MID CAP GRTH I Registered Investment Company | Common Stocks | — | — | $1.8M | 0.8% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 0.8% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $1.7M | 0.8% | |
| FID GOVT MMKT Registered Investment Company | Mutual Funds | — | — | $1.7M | 0.8% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| AF EUROPAC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $1.3M | 0.6% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| PIMCO INCOME INST Registered Investment Company | Mutual Funds | — | — | $988K | 0.4% | |
| ABF SM CAP VAL R5 Registered Investment Company | Common Stocks | — | — | $886K | 0.4% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $633K | 0.3% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $376K | 0.2% | |
| PIM ALL ASSET INST Registered Investment Company | Common Stocks | — | — | $277K | 0.1% | |
| INVS DEVELOP MKT R6 Registered Investment Company | Common Stocks | — | — | $199K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $166K | <0.1% | |
| FID ST BOND IDX Registered Investment Company | U.S. Treasuries | — | — | $145K | <0.1% | |
| MIP CL 1 Collective Trust | Common Collective Trusts | — | — | $10K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $9K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% |
