Tenisha Foster signed Plato Elearning LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plato Elearning LLC's EIN is 85-0594039.
Download the official 2024 Form 5500 (PDF) for Plato Elearning LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plato Elearning 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 26.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $731K | 16.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $420K | 9.3% | |
| Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $311K | 6.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $310K | 6.8% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $281K | 6.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $201K | 4.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $146K | 3.2% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $132K | 2.9% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $124K | 2.7% | |
| DFA US Small Cap | Mutual Funds | — | — | $89K | 2.0% | |
| Schwab International Index | Mutual Funds | — | — | $79K | 1.7% | |
| American Funds AMCAP R6 | Mutual Funds | — | — | $78K | 1.7% | |
| PIMCO StocksPLUS Small Institutional | Mutual Funds | — | — | $73K | 1.6% | |
| TCW Metwest Total Return Bond Plan | Other securities | — | — | $72K | 1.6% | |
| PIMCO StocksPLUS Absolute Return Instl | Mutual Funds | — | — | $67K | 1.5% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $44K | 1.0% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $33K | 0.7% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $29K | 0.6% | |
| PIMCO Income I2 | Mutual Funds | — | — | $28K | 0.6% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $28K | 0.6% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst | Mutual Funds | — | — | $23K | 0.5% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $17K | 0.4% | |
| Fixed annuity * Empower Key Guaranteed Portfolio Fund | Other securities | — | — | $13K | 0.3% | |
| John Hancock Disciplined Value Mid Cap I ** 929 John Hancock Strategic Income Opps I | Other securities | — | — | $5K | 0.1% | |
| Fidelity Advisor Intl Small Cap I ** 1 First Eagle Global I | Mutual Funds | — | — | $4K | <0.1% | |
| TCW Emerging Markets Income I | Other securities | — | — | $3K | <0.1% | |
| Participant notes receivable * Participant loans Maturity dates from 2025-2028 and interest rates 4.25% - 9.5% -0- | Bonds / Notes | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| OTHER |
| $909 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $11K | — |
