Stephanie Nebes signed Savvas Learning Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Savvas Learning Company LLC's EIN is 82-4606641.
Download the official 2024 Form 5500 (PDF) for Savvas Learning Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Savvas Learning Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | NONE | $174K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $84K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $650 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $61.1M | 15.4% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $36.1M | 9.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $33.1M | 8.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $27.4M | 6.9% | |
| T. ROWE PRICE T. ROWE PRICE INSTL MID-CAP EQUITY GR | Other securities | — | — | $24.9M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $24.1M | 6.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $23.5M | 5.9% | |
| VANGUARD TOTAL INTL STOCK INDEX INSTL | Mutual Funds | — | — | $20.6M | 5.2% | |
| DODGE 7 COX DODGE & COX STOCK FUND | Mutual Funds | — | — | $18.8M | 4.7% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $18.1M | 4.6% | |
| VANGUARD TOTAL BOND MARKET INDEX INST | Mutual Funds | — | — | $17.3M | 4.3% | |
| VANGUARD SMALL CAP INDEX I | Mutual Funds | — | — | $17.1M | 4.3% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $15.5M | 3.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $14.6M | 3.7% | |
| BAIRD CORE PLUS BOND INST | Other securities | — | — | $10.7M | 2.7% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.9% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6555815 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.7% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $5.3M | 1.3% | |
| Empower Self-Directed Brokerage Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $4.0M | 1.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| maturity through August 2034 -0- | Other securities | — | — | $2.4M | 0.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $342K | <0.1% | |
| TARGET RETIREMENT INCM AND GRWTH TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 99-6161125 / PN 001 | Common Collective Trust | — | — | $154K | <0.1% | |
| Empower Self-Directed Brokerage Accounts Roth Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $75K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | OTHER | $1K | — |
