ANN LEAR signed National Student Clearinghouse's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Student Clearinghouse's EIN is 52-1836384.
Download the official 2024 Form 5500 (PDF) for National Student Clearinghouse from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Student Clearinghouse's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $92K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.3M | 12.4% | |
| JPMorgan US Equity R6 Mutual Fund | Other securities | — | — | $10.0M | 10.0% | |
| MassMutual Life Insurance Company General Investment Account | Common Stocks | — | — | $9.8M | 9.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $9.3M | 9.4% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $7.3M | 7.3% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $7.1M | 7.1% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.9% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.6M | 4.6% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $4.5M | 4.5% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.2M | 4.3% | |
| American Funds Bond Fund of Amer R6 Mutual Fund | Mutual Funds | — | — | $4.2M | 4.2% | |
| Invesco Small Cap Value R6 Mutual Fund | Mutual Funds | — | — | $3.9M | 3.9% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.2% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $2.2M | 2.2% | |
| Vanguard International Growth Fund Inv Mutual Fund | Mutual Funds | — | — | $2.0M | 2.0% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.7% | |
| BlackRock Inflation Prted Bd BlackRock K Mutual Fund | Other securities | — | — | $1.5M | 1.5% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| T.ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.0% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $912K | 0.9% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $647K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $445K | 0.4% | |
| Manning & Napier Rainier Intl Discv Z Mutual Fund | Other securities | — | — | $428K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $422K | 0.4% | |
| Vanguard Equity-Income Adm Mutual Fund | Mutual Funds | — | — | $246K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $179K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $102K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $101K | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR A T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $46K | <0.1% | |
| PIMCO All Asset Instl Mutual Fund | Mutual Funds | — | — | $19K | <0.1% | |
| MASSMUTUAL INFL-PROT AND INC SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $50 | <0.1% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
