Sarah Savage signed Connections Education, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connections Education, LLC.'s EIN is 68-0519943.
Download the official 2024 Form 5500 (PDF) for Connections Education, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connections Education, LLC.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $131K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $14.0M | 13.2% | |
| Fund R5 * American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $13.9M | 13.0% | |
| Fund R5 * American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $12.2M | 11.5% | |
| Fund R5 * American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $10.5M | 9.9% | |
| Fund R5 Vanguard 500 Index Admiral Fund N/R | Common Collective Trusts | — | — | $9.4M | 8.8% | |
| American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $8.4M | 7.9% | |
| Fund R5 * American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $5.7M | 5.3% | |
| Fund R5 * American Funds American Funds Growth Fund of N/R | Mutual Funds | — | — | $5.7M | 5.3% | |
| America R5 * American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $3.8M | 3.6% | |
| Fund R5 Invesco Discovery Mid Cap Growth N/R | Mutual Funds | — | — | $2.4M | 2.2% | |
| Fund R6 * American Funds American Funds Washington Mutual N/R | Mutual Funds | — | — | $2.3M | 2.1% | |
| Fund R5 * American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $2.0M | 1.9% | |
| Fund R5 * American Funds American Funds Small Cap World N/R | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fund R5 * American Funds American Funds Balanced R5 N/R | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $1.3M | 1.2% | |
| Fund * American Funds American Funds Capital World N/R | Mutual Funds | — | — | $1.3M | 1.2% | |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.1M | 1.0% | |
| Growth and Income Fund R5 * American Funds American Funds 2020 Target Date N/R | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $1.1M | 1.0% | |
| Fund Vanguard Total International Stock N/R | Mutual Funds | — | — | $1.1M | 1.0% | |
| Index Admiral Fund * American Funds American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $990K | 0.9% | |
| Fund R5 * American Funds American Funds 2010 Target Date N/R | Mutual Funds | — | — | $897K | 0.8% | |
| Fund R5 Vanguard Total Bond Market Admiral N/R | Mutual Funds | — | — | $814K | 0.8% | |
| Fund * American Funds American Funds Bond Fund of N/R | Mutual Funds | — | — | $530K | 0.5% | |
| American R5 * American Funds American Funds 2065 Target Date N/R | Mutual Funds | — | — | $434K | 0.4% | |
| Fund R5 * American Funds American Funds 2015 Target Date N/R | Mutual Funds | — | — | $370K | 0.3% | |
| Fund R5 * American Funds American Funds Interim Bond Fund N/R | Mutual Funds | — | — | $211K | 0.2% | |
| R5 * American Funds American Funds Capital World Bond N/R | Mutual Funds | — | — | $195K | 0.2% | |
| Fund R5 * American Funds American Funds 2070 Target Date N/R | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
