Dan E Okeefe signed Educational Development Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Educational Development Corp.'s EIN is 73-0750007.
Download the official 2023 Form 5500 (PDF) for Educational Development Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Educational Development Corp.'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 |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESTMENTS EDUC DEVELOP CORP STOCK | OTHER | — | — | $1.7M | 29.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $567K | 10.0% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $503K | 8.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $483K | 8.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $479K | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $373K | 6.6% | |
| DFA EMG MKT CORE EQ - I | Registered Investment Companies | — | — | $229K | 4.0% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $221K | 3.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $209K | 3.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $101K | 1.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $100K | 1.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $87K | 1.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $74K | 1.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $69K | 1.2% | |
| INVESTMENTS COMPANY STOCK PENDING FUND | OTHER | — | — | $67K | 1.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $62K | 1.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $62K | 1.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $61K | 1.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $44K | 0.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $36K | 0.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $33K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $28K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $21K | 0.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $21K | 0.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $15K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $12K | 0.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $7K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | 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.
