Michelle Leuciuc signed Education Brands, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Education Brands, LLC's EIN is 81-3027401.
Download the official 2024 Form 5500 (PDF) for Education Brands, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Education Brands, LLC's 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.
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $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 | Other securities | — | — | $418K | 3.7% | |
| AMCENT GROWTH CL R6 Registered Investment Company | Common Stocks | — | — | $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 | Mutual Funds | — | — | $235K | 2.1% | |
| JPMORGAN INTL EQT FD CL R6 Registered Investment Company | Common Stocks | — | — | $144K | 1.3% | |
| VANGUARD EQUITY INCOME ADMIRAL Registered Investment Company | Mutual Funds | — | — | $129K | 1.1% | |
| PIMCO INCOME INSTITUTIONAL Registered Investment Company | Mutual Funds | — | — | $114K | 1.0% | |
| PIMCO INCM FD INST CL Mutual Fund n/a | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $110K | 1.0% | |
| AB SMALL CAP GROWTH PORT CL Z Mutual Fund n/a | Other securities | — | — | $93K | 0.8% | |
| COHEN & STEERS REAL ESTATE SECS Z Mutual Fund n/a | Other securities | — | — | $91K | 0.8% | |
| BLACKROCK MID CAP GWTH EQTY PORT K Mutual Fund n/a | Other securities | — | — | $84K | 0.7% | |
| FIDELITY US BOND INDEX FD Mutual Fund n/a | Mutual Funds | — | — | $79K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund n/a | Mutual Funds | — | — | $79K | 0.7% | |
| CLEARBRIDGE INTL GROWTH IS Registered Investment Company | Common Stocks | — | — | $78K | 0.7% | |
| Notes receivable from participants Interest rates of 8.50% to - | Bonds / Notes | — | — | $68K | 0.6% | |
| PARTICIPANT LOANS (8.50% - 9.50%) | Bonds / Notes | — | — | $68K | 0.6% | |
| FIDELITY 500 INDEX FD Mutual Fund n/a | Common Collective Trusts | — | — | $52K | 0.5% | |
| BAIRD CORE PLUS BOND INSTL Mutual Fund n/a | Other securities | — | — | $52K | 0.5% | |
| MFS MID CAP VALUE FD CL R6 Mutual Fund n/a | Mutual Funds | — | — | $49K | 0.4% | |
| ALLSPRING SPE SMALL CAP VAL R6 Registered Investment Company | Common Stocks | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
