Unitek Learning Education Group Corp.'s EIN is 84-3760384.
Download the official 2024 Form 5500 (PDF) for Unitek Learning Education Group Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unitek Learning Education Group Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND 2035 CT ADV SEI TRUST COMPANY · EIN 27-0834489 / PN 003 | Common Collective Trust | — | — | $5.3M | 15.6% | |
| PIMCO REALPATH BLEND 2040 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $4.2M | 12.5% | |
| PIMCO REALPATH BLEND 2045 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $2.9M | 8.5% | |
| PIMCO REALPATH BLEND 2030 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $2.8M | 8.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.7M | 8.0% | |
| PIMCO REALPATH BLEND 2050 CT ADV SEI TRUST COMPANY · EIN 27-0083489 / PN 035 | Common Collective Trust | — | — | $2.6M | 7.6% | |
| PIMCO REALPATH BLEND 2025 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $2.4M | 7.2% | |
| AMI DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.7% | |
| PIMCO REALPATH BLEND 2055 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.8M | 5.4% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $1.2M | 3.6% | |
| AMI CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $760K | 2.2% | |
| PIMCO REALPATH BLEND 2060 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $687K | 2.0% | |
| Participant Loans (maturing through September 2050) * Interest rate: 4.16 to 9.5% | Bonds / Notes | — | — | $664K | 2.0% | |
| EI Fixed Account - Series Class I Fixed Annuity | Other securities | — | — | $588K | 1.7% | |
| AMI INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $494K | 1.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $491K | 1.4% | |
| AMI INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $357K | 1.1% | |
| JPMorgan Equity Income Mutual Fund | Other securities | — | — | $264K | 0.8% | |
| Blackrock Mid-Cap Growth Equity Mutual Fund | Other securities | — | — | $256K | 0.8% | |
| PIMCO REALPATH BLEND INC CT ADV SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $210K | 0.6% | |
| AMI PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $164K | 0.5% | |
| PGIM US Real Estate Mutual Fund | Other securities | — | — | $163K | 0.5% | |
| PGIM Jennison Growth Mutual Fund | Other securities | — | — | $152K | 0.4% | |
| Invesco Discovery Mutual Fund | Mutual Funds | — | — | $130K | 0.4% | |
| American Funds Bond Fund of Amer Mutual Fund | Mutual Funds | — | — | $114K | 0.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $105K | 0.3% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $78K | 0.2% | |
| MFS Intl Diversification Mutual Fund | Mutual Funds | — | — | $76K | 0.2% | |
| Allsprings Small Company Value Mutual Fund | Common Stocks | — | — | $21K | <0.1% | |
| MFS Mid Cap Value Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| PIMCO REALPATH BLEND 2065 CT ADV SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $7K | <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 |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C-BEN GROUP | 85-1191330 | — | CONTRACT ADMIN | $7K | — |
