Jennifer Simpson signed Education & Training Resources' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education & Training Resources' EIN is 61-1242482.
Download the official 2024 Form 5500 (PDF) for Education & Training Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education & Training Resources' 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 | $76K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.6M | 31.7% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $1.8M | 16.1% | |
| CLEARBRIDGE LARGE CAP GROWTH A | Registered Investment Companies | — | — | $719K | 6.3% | |
| FEDERATED STRATEGIC VAL DIV A | Registered Investment Companies | — | — | $632K | 5.5% | |
| NUVEEN DIVIDEND GROWTH A | Registered Investment Companies | — | — | $627K | 5.5% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $610K | 5.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $470K | 4.1% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $394K | 3.4% | |
| AB DISCOVERY VALUE A | Registered Investment Companies | — | — | $367K | 3.2% | |
| LOOMIS SAYLES STRATEGIC INC-A | Registered Investment Companies | — | — | $354K | 3.1% | |
| JANUS HENDERSON ENTERPRISE - A | Registered Investment Companies | — | — | $338K | 3.0% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $301K | 2.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $163K | 1.4% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $122K | 1.1% | |
| CARILLON EAGLE SMCAP GROWTH A | Registered Investment Companies | — | — | $105K | 0.9% | |
| BLACKROCK LOW DURATION BOND -A | Registered Investment Companies | — | — | $97K | 0.8% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $86K | 0.8% | |
| JOHN HANCOCK DISC VALUE R2 | Registered Investment Companies | — | — | $85K | 0.7% | |
| NEUBERGER BERMAN EMMKTS EQ A | Registered Investment Companies | — | — | $73K | 0.6% | |
| JANUS H OVERSEAS FUND - A | Registered Investment Companies | — | — | $65K | 0.6% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $61K | 0.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $61K | 0.5% | |
| COL SELECT LARGE CAP GR A | Registered Investment Companies | — | — | $45K | 0.4% | |
| BNYM OPPORTUNISTIC MC VAL A | Registered Investment Companies | — | — | $43K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $40K | 0.3% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| MFS INTL NEW DISCOVERY - A | Registered Investment Companies | — | — | $21K | 0.2% | |
| BWGL GLB OP BD A | Registered Investment Companies | — | — | $13K | 0.1% | |
| JPMORGAN INCOME BUILDER A | Registered Investment Companies | — | — | $7K | <0.1% | |
| CLEARBRIDGE INTL VALUE A | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATTIMORE, BLACK, MORGAN & CRAIN, P | 62-1199757 | — | ACCOUNTANT | $10K | — |
