Tonia Ritchie signed Nasco Education LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nasco Education LLC's EIN is 81-2923579.
Download the official 2023 Form 5500 (PDF) for Nasco Education LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nasco Education LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Value R1 Wilmington AB-AB US Large Cap Growth CIT W Series N/R | Common Collective Trusts | — | — | $2.5M | 12.0% | |
| AB US LG CP GTH CIT W SER M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.5M | 12.0% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.1M | 10.3% | |
| Retirement Fund American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $1.6M | 7.8% | |
| Retirement Fund American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $1.5M | 7.4% | |
| Retirement Fund American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $1.5M | 7.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 6.9% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 6.3% | |
| American Century Balanced Fund N/R | Other securities | — | — | $1.3M | 6.0% | |
| Retirement Fund American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $1.2M | 6.0% | |
| Retirement Fund American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $987K | 4.7% | |
| American Century Emerging Markets Fund N/R | Mutual Funds | — | — | $651K | 3.1% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $626K | 3.0% | |
| Retirement Fund American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $587K | 2.8% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $443K | 2.1% | |
| PGIM High Yield Fund N/R | Other securities | — | — | $431K | 2.1% | |
| Retirement Fund American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $428K | 2.1% | |
| Retirement Fund American Funds American Funds 2020 Target Date N/R | Mutual Funds | — | — | $377K | 1.8% | |
| Clearbridge Small Cap Growth Fund N/R 287 JPMorgan Mid Cap Growth Fund N/R | Other securities | — | — | $326K | 1.6% | |
| MFS Mid Cap Value Fund N/R | Mutual Funds | — | — | $280K | 1.3% | |
| Fidelity Total Bond Fund N/R | Mutual Funds | — | — | $262K | 1.3% | |
| Retirement Fund American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $251K | 1.2% | |
| Self-Directed Brokerage Account Charles Schwab Self-Directed Brokerage Account N/R | Self-Directed Brokerage | — | — | $148K | 0.7% | |
| Retirement Fund American Funds American Funds 2015 Target Date N/R | Mutual Funds | — | — | $130K | 0.6% | |
| (E) | Other securities | — | $46K | $81K | 0.4% | |
| Class M Wilmington State Street Global Advisors N/R | Other securities | — | — | $81K | 0.4% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $81K | 0.4% | |
| (E) | Other securities | — | — | $72K | 0.3% | |
| Participant Loans * Participant Loans Interest rates: 4.75% - 9.50% $0 | Bonds / Notes | — | — | $72K | 0.3% | |
| Retirement Fund American Funds American Funds 2065 Target Date N/R | Mutual Funds | — | — | $62K | 0.3% | |
| John Hancock John Hancock International Growth Fund N/R | Other securities | — | — | $46K | 0.2% | |
| Allspring Special Small Cap Value Fund N/R | Other securities | — | — | $45K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund N/R | Other securities | — | — | $35K | 0.2% | |
| American Funds American Funds 2010 Target Date N/R | Mutual Funds | — | — | $12K | <0.1% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
