Julie Livesay signed Learning Technologies Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Learning Technologies Group, Inc.'s EIN is 56-2165109.
Download the official 2023 Form 5500 (PDF) for Learning Technologies Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Learning Technologies Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $15.6M | 29.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $5.6M | 10.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $5.6M | 10.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $2.4M | 4.6% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $1.9M | 3.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.7M | 3.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 3.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.6M | 3.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.0M | 1.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $830K | 1.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $753K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $559K | 1.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $528K | 1.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $346K | 0.7% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $334K | 0.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $309K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $309K | 0.6% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $270K | 0.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $256K | 0.5% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $230K | 0.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $200K | 0.4% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $157K | 0.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $152K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $150K | 0.3% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $149K | 0.3% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $137K | 0.3% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $80K | 0.2% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $76K | 0.1% | |
| VANGUARD INDUSTRIALS INDX ADM | Registered Investment Companies | — | — | $74K | 0.1% | |
| DFA INTERM TERM EXT QUAL INST | Registered Investment Companies | — | — | $72K | 0.1% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $68K | 0.1% | |
| VANGUARD COMM SVC IDX ADM | Registered Investment Companies | — | — | $66K | 0.1% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $60K | 0.1% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $59K | 0.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $57K | 0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $54K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $44K | <0.1% | |
| TIC SOCIAL CHOICE EQUITY PREM | Registered Investment Companies | — | — | $41K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $40K | <0.1% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $36K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $12K | <0.1% | |
| DFA WORLD EX US GOV FX INC INS | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
