Linda Jacobs signed Innovative Learning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Innovative Learning, Inc.'s EIN is 52-1173307.
Download the official 2024 Form 5500 (PDF) for Innovative Learning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Innovative Learning, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Growth Advantage R3 | Other securities | — | — | $3.3M | 14.9% | |
| iShares S&P 500 Index Instl | Common Collective Trusts | — | — | $3.0M | 13.7% | |
| T Rowe Price Value I | Mutual Funds | — | — | $2.2M | 9.9% | |
| American Funds American Balanced R4 | Mutual Funds | — | — | $1.8M | 8.2% | |
| First Eagle Global A | Other securities | — | — | $1.4M | 6.4% | |
| Loomis Sayles Investment Grade Bond A | Other securities | — | — | $991K | 4.5% | |
| BlackRock Liquidity Funds | Cash / Money Market | — | — | $731K | 3.3% | |
| MFS International Intrinsic Value A MFS 0 | Mutual Funds | — | — | $726K | 3.3% | |
| Janus Henderson Enterprise A | Mutual Funds | — | — | $635K | 2.9% | |
| GM MFS International Intrinsic Value A | Mutual Funds | — | — | $535K | 2.4% | |
| PIMCO Income A | Mutual Funds | — | — | $511K | 2.3% | |
| American Funds Trgt Date Ret 2050 R4 | Mutual Funds | — | — | $442K | 2.0% | |
| GM T. Rowe Price Value I | Other securities | — | — | $408K | 1.9% | |
| GM JP Morgan Growth Advantage R3 | Other securities | — | — | $396K | 1.8% | |
| Invesco Discovery A | Mutual Funds | — | — | $388K | 1.8% | |
| American Funds Trgt Date Ret 2055 R4 | Mutual Funds | — | — | $339K | 1.6% | |
| American Funds Trgt Date Ret 2025 R4 | Mutual Funds | — | — | $330K | 1.5% | |
| LazardFunds Emerging Markets Equity Portfolio O | Other securities | — | — | $300K | 1.4% | |
| American Funds Trgt Date Ret 2035 R4 | Mutual Funds | — | — | $289K | 1.3% | |
| GM First Eagle Global A | Other securities | — | — | $252K | 1.2% | |
| GM Janus Henderson Enterprise A | Mutual Funds | — | — | $243K | 1.1% | |
| GM PIMCO Income A | Mutual Funds | — | — | $242K | 1.1% | |
| iShares Russell 2000 SmCap Ind Instl | Common Collective Trusts | — | — | $222K | 1.0% | |
| GM LazardFunds Emerg Mkts Eqty Port LazardFunds 0 | Other securities | — | — | $211K | 1.0% | |
| GM LazardFunds Emerging Markets Equity Portfolio | Other securities | — | — | $211K | 1.0% | |
| GM Columbia Mid Cap Index A | Other securities | — | — | $188K | 0.9% | |
| GM Invesco Discovery A | Mutual Funds | — | — | $168K | 0.8% | |
| GM Loomis Sayles Invmt Grade Bond A | Other securities | — | — | $153K | 0.7% | |
| GM Lord Abbett Short Duration Income R4 | Mutual Funds | — | — | $149K | 0.7% | |
| Columbia Mid Cap Index A | Other securities | — | — | $146K | 0.7% | |
| Principal Real Estate Securities Instl | Other securities | — | — | $137K | 0.6% | |
| American Funds Trgt Date Ret 2045 R4 | Mutual Funds | — | — | $125K | 0.6% | |
| American Funds Trgt Date Ret 2020 R4 | Mutual Funds | — | — | $121K | 0.6% | |
| GM Invesco EQV Intl Small Company R5 | Mutual Funds | — | — | $106K | 0.5% | |
| GM BlackRock Inflation Protected Bond In | Other securities | — | — | $104K | 0.5% | |
| American Funds Trgt Date Ret 2060 R4 | Mutual Funds | — | — | $103K | 0.5% | |
| GM Principal Real Estate Securities Inst | Other securities | — | — | $97K | 0.4% | |
| Mirova Global Megatrends A | Other securities | — | — | $93K | 0.4% | |
| GM Invesco Corporate Bond A | Mutual Funds | — | — | $84K | 0.4% | |
| GM BlackRock Strategic Global Bond Inv A | Other securities | — | — | $74K | 0.3% | |
| GM iShares Russell 2000 SmCap Ind Instl | Common Collective Trusts | — | — | $72K | 0.3% | |
| BlackRock Inflation Protected Bond Inv A | Other securities | — | — | $42K | 0.2% | |
| American Funds Trgt Date Ret 2030 R4 | Mutual Funds | — | — | $42K | 0.2% | |
| Invesco Corporate Bond A | Mutual Funds | — | — | $21K | <0.1% | |
| GM BlackRock Liquidity Funds | Cash / Money Market | — | — | $15K | <0.1% | |
| American Funds Trgt Date Ret 2040 R4 | Mutual Funds | — | — | $7K | <0.1% | |
| BlackRock High Yield Bond Portfolio A | Other securities | — | — | $7K | <0.1% | |
| BlackRock Strategic Global Bond Inv A | Other securities | — | — | $3K | <0.1% | |
| Lord Abbett Short Duration Income R4 | Mutual Funds | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
