Teresa Sebert signed Strategic Education, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Education, Inc.'s EIN is 52-1975978.
Download the official 2024 Form 5500 (PDF) for Strategic Education, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Education, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $57.4M | 13.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $53.8M | 12.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $47.6M | 11.4% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $41.5M | 10.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $41.4M | 9.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.9M | 7.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $21.6M | 5.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.7M | 4.7% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $11.2M | 2.7% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $11.2M | 2.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.8M | 2.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.4M | 2.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $8.5M | 2.0% | |
| Vanguard Mid Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $8.3M | 2.0% | |
| Vanguard Total International Stock Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.7M | 1.9% | |
| T. Rowe Price New Horizons Fund I Class | Other securities | — | — | $6.0M | 1.4% | |
| Participant loans Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $5.0M | 1.2% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $4.3M | 1.0% | |
| Company Common Stock Fund * Strategic Education, Inc. Common Stock Fund - Strategic Education, Inc. | Common Stocks | — | $1.2M | $3.3M | 0.8% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.8M | 0.7% | |
| Vanguard Small Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $2.8M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| Fidelity Investments Fidelity International Small Cap Fund | Mutual Funds | — | — | $2.1M | 0.5% | |
| and Money Market Mutual Fund American Funds American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $1.9M | 0.4% | |
| Fidelity Investments Fidelity Small Cap Growth Fund Class K6 | Mutual Funds | — | — | $1.7M | 0.4% | |
| Blackrock Total Return K | Other securities | — | — | $1.5M | 0.4% | |
| Vanguard Inflation Protected-Securities Fund Admiral Shares | Mutual Funds | — | — | $1.2M | 0.3% | |
| Victory Sycamore Victory Sycamore Small Company Opportunity Fund R6 | Common Stocks | — | — | $772K | 0.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $408K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $322K | <0.1% |
