Madison Little signed Podium Education, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Podium Education, Inc.'s EIN is 82-3863037.
Download the official 2024 Form 5500 (PDF) for Podium Education, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Podium Education, Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $975K | 31.4% | |
| Nuveen Lifecycle Index 2045 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $576K | 18.6% | |
| Nuveen Lifecycle Index 2050 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $487K | 15.7% | |
| Fidelity U.S. Bond Index Fund Mutual Fund ** 471 Nuveen Lifecycle Index 2030 Fund R6 Class Mutual Fund ** 21 Nuveen Lifecycle Index 2035 Fund R6 Class Mutual Fund | Common Collective Trusts | — | — | $384K | 12.3% | |
| Nuveen Lifecycle Index 2060 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $341K | 11.0% | |
| Nuveen Lifecycle Index 2040 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $132K | 4.2% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $64K | 2.1% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $58K | 1.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $24K | 0.8% | |
| Nuveen Lifecycle Index 2065 Fund R6 Class Mutual Fund | Mutual Funds | — | — | $22K | 0.7% | |
| Participant Loans to participants, bearing interest at 9.5% | Bonds / Notes | — | — | $13K | 0.4% | |
| American Funds New World Fund Class R-6 Mutual Fund ** 652 Cohen & Steers Institutional Realty Shares Mutual Fund ** 453 Federated Hermes Government Obligations Fund Advisor Mutual Fund | Mutual Funds | — | — | $12K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $8K | 0.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $6K | 0.2% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
