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Original filing (PDF)20251009103754NAL0006840625002
EDUCATION BRANDS, LLC
Form 5500
FILING_RECEIVED
EDUCATION BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
166
Accounts w/ balance
232
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATION BRANDS, LLC.
Plan sponsor
Name
EDUCATION BRANDS, LLC
EIN
81-3027401
Address
615 CHANNELSIDE DR · SUITE 207 · TAMPA, FL · 33602
Phone
(727) 329-4430
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BARNES WENDLING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities · 13 pooled funds· $11.9M(100% of reported assets)
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.
Common Collective Trust
$8.7M
13 holdings
Uncategorized
$3.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2.1M | 18.8% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.5M | 13.7% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.1M | 9.6% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $960K | 8.5% | |
| FIDELITY MID CAP INDEX Mutual Fund n/a | — | — | — | $742K | 6.6% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $653K | 5.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $438K | 3.9% | |
| AMERICAN CENTURY GROWTH CL R6 Mutual Fund n/a | — | — | — | $418K | 3.7% | |
| AMCENT GROWTH CL R6 Registered Investment Company | — | — | — | $418K | 3.7% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $346K | 3.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $277K | 2.5% | |
| FIDELITY SMALL CAP INDEX Mutual Fund n/a | — | — | — | $235K | 2.1% | |
| JPMORGAN INTL EQT FD CL R6 Registered Investment Company | — | — | — | $144K | 1.3% | |
| VANGUARD EQUITY INCOME ADMIRAL Registered Investment Company | — | — | — | $129K | 1.1% | |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company | — | — | — | $114K | 1.0% | |
| PIMCO INCM FD INST CL Mutual Fund n/a | — | — | — | $114K | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $111K | 1.0% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $110K | 1.0% | |
| AB SMALL CAP GROWTH PORT CL Z Mutual Fund n/a | — | — | — | $93K | 0.8% | |
| COHEN & STEERS REAL ESTATE SECS Z Mutual Fund n/a | — | — | — | $91K | 0.8% | |
| BLACKROCK MID CAP GWTH EQTY PORT K Mutual Fund n/a | — | — | — | $84K | 0.7% | |
| FIDELITY US BOND INDEX FD Mutual Fund n/a | — | — | — | $79K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund n/a | — | — | — | $79K | 0.7% | |
| CLEARBRIDGE INTL GROWTH IS Registered Investment Company | — | — | — | $78K | 0.7% | |
| Notes receivable from participants Interest rates of 8.50% to - | — | — | — | $68K | 0.6% | |
| PARTICIPANT LOANS (8.50% - 9.50%) | — | — | — | $68K | 0.6% | |
| FIDELITY 500 INDEX FD Mutual Fund n/a | — | — | — | $52K | 0.5% | |
| BAIRD CORE PLUS BOND INSTL Mutual Fund n/a | — | — | — | $52K | 0.5% | |
| MFS MID CAP VALUE FD CL R6 Mutual Fund n/a | — | — | — | $49K | 0.4% | |
| ALLSPRING SPE SMALL CAP VAL R6 Registered Investment Company | — | — | — | $35K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $27K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $18K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $556 | <0.1% |
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