Justin Sheppard signed BISK Education, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BISK Education, Inc.'s EIN is 59-1605121.
Download the official 2024 Form 5500 (PDF) for BISK Education, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BISK Education, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip K | Mutual Funds | — | $3.6M | $4.0M | 13.3% | |
| Fidelity Contrafund K | Mutual Funds | — | $3.4M | $3.7M | 12.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $1.7M | $3.0M | 9.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $1.6M | $2.3M | 7.6% | |
| FID - Freedom 2040 K | Other securities | — | $1.6M | $2.0M | 6.8% | |
| FID - Freedom 2030 K | Other securities | — | $1.4M | $1.7M | 5.8% | |
| Fidelity Puritan K | Mutual Funds | — | $1.5M | $1.4M | 4.8% | |
| Fidelity U.S. Treasury MM | Mutual Funds | — | $1.4M | $1.4M | 4.6% | |
| FID - Freedom 2055 K | Other securities | — | $970K | $1.3M | 4.3% | |
| FID - Freedom 2050 K | Other securities | — | $901K | $1.2M | 4.0% | |
| FID - Freedom 2035 K | Other securities | — | $931K | $1.2M | 3.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $746K | $915K | 3.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $690K | $744K | 2.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | $683K | $627K | 2.1% | |
| FID - Freedom 2025 K | Other securities | — | $409K | $476K | 1.6% | |
| JP Morgan Equity Income Fund | Other securities | — | $361K | $438K | 1.5% | |
| Notes receivable from participants | Other securities | — | — | $321K | 1.1% | |
| FID - Freedom 2060 K | Other securities | — | $210K | $273K | 0.9% | |
| FID - Freedom 2010 K | Other securities | — | $221K | $241K | 0.8% | |
| FID - Freedom 2020 K | Other securities | — | $202K | $229K | 0.8% | |
| Fidelity Limited Term Government Bond | U.S. Treasuries | — | $203K | $194K | 0.6% | |
| FID - Freedom Inc K | Common Stocks | — | $181K | $189K | 0.6% | |
| FID - Freedom 2015 K | Other securities | — | $85K | $93K | 0.3% | |
| Invesco Developing Markets Fund Class A | Mutual Funds | — | $43K | $43K | 0.1% | |
| Forfeitures | Other securities | — | $20K | $20K | <0.1% | |
| FID - Freedom 2065 K | Other securities | — | $440 | $604 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
