How big is Instructional Empowerment Inc.'s plan?

Instructional Empowerment Inc.'s plan reported $4.5M in assets and 114 participants for 2024.

Original filing (PDF)20251009063906NAL0006215649001

Instructional Empowerment Inc.

Name: Instructional Empowerment Inc. — Instructional, Form 5500 (2024)
Creator: Instructional Empowerment Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Instructional Empowerment Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Instructional Empowerment Inc.'s Instructional Empowerment Inc. 401(k) Profit Sharing Plan & Trust held $4.5M in plan assets for 114 participants in 2024, with Paychex as recordkeeper.

Signals · 3

Possibly inadequate fidelity bond51% in single holdingCorrective distributions issued

Active participants

114

Accounts w/ balance

144

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Michelle Dean signed Instructional Empowerment Inc.'s 2024 Form 5500 as plan administrator.

Michelle Dean — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Instructional Empowerment Inc.'s EIN is 88-0614766.

EIN 88-0614766

Plan number 002

Plan year 2024

ACK ID 20251009063906NAL0006215649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Instructional Empowerment Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Instructional Empowerment Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

INSTRUCTIONAL EMPOWERMENT INC

EIN

all filings

Address

175 CORNELL RD STE 18 · BLAIRSVILLE, PA · 157178076

Phone

(866) 731-1999

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORT PITT CAPITAL	—	PITTSBURGH, PA	ADVISOR	$16K	—

Investments

32 direct securities· $4.4M(98% of reported assets)

Mutual Funds

$2.3M

3 holdings

Other securities

$1.3M

22 holdings

Common Collective Trusts

$778K

6 holdings

Agency / Mortgage-Backed

$2K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Retirement 2025 Fund I Class	Mutual Funds	—	—	$2.3M	50.2%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$606K	13.5%
T. Rowe Price T. Rowe Price Retirement 2035 Fund I Class	Other securities	—	—	$483K	10.7%
T. Rowe Price T. Rowe Price Retirement 2040 Fund I Class	Other securities	—	—	$157K	3.5%
T. Rowe Price T. Rowe Price Retirement 2045 Fund I Class	Other securities	—	—	$149K	3.3%
T. Rowe Price T. Rowe Price Retirement 2050 Fund I Class	Other securities	—	—	$136K	3.0%
T. Rowe Price T. Rowe Price Retirement 2030 Fund I Class	Other securities	—	—	$67K	1.5%
T. Rowe Price T. Rowe Price Retirement 2055 Fund I Class	Other securities	—	—	$59K	1.3%
Vanguard Total International Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$50K	1.1%
Diamond Hill Diamond Hill Large Cap Fund Class Y	Other securities	—	—	$47K	1.0%
NYLI Winslow Large Cap Growth Fund Class R6	Other securities	—	—	$44K	1.0%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$42K	0.9%
T. Rowe Price T. Rowe Price Retirement 2060 Fund I Class	Other securities	—	—	$41K	0.9%
John Hancock John Hancock Funds Disciplined Value Mid Cap Class R6	Other securities	—	—	$40K	0.9%
Boston Partners Boston Partners Small Cap Value Fund II Institutional Class	Other securities	—	—	$33K	0.7%
Conestoga Small Cap Institutional Class	Other securities	—	—	$32K	0.7%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$31K	0.7%
Vanguard Total Bond Market Index Fund Admiral Class	Common Collective Trusts	—	—	$28K	0.6%
American Funds American Funds EuroPacific Growth Fund Class R6	Mutual Funds	—	—	$21K	0.5%
Vanguard Short-Term Corporate Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$21K	0.5%
Invesco Oppenheimer Developing Markets Fund Class R6	Mutual Funds	—	—	$18K	0.4%
Oakmark International Fund Class Institutional	Other securities	—	—	$16K	0.3%
Eaton Vance Eaton Vance Income Fund of Boston Class R6	Other securities	—	—	$13K	0.3%
Artisan Partners Funds Artisan Mid Cap Fund Institutional Class	Other securities	—	—	$9K	0.2%
FMI Large Cap Fund Institutional Class	Other securities	—	—	$7K	0.2%
Wasatch Global Investors Wasatch International Growth Fund Investor Class	Other securities	—	—	$4K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2065 Fund I Class	Other securities	—	—	$3K	<0.1%
TCW MetWest Total Return Bond Fund Plan Class	Other securities	—	—	$2K	<0.1%
Guggenheim Investments Guggenheim Macro Opportunities Fund Class R6	Other securities	—	—	$2K	<0.1%
Vanguard GNMA Fund Admiral Shares	Agency / Mortgage-Backed	—	—	$2K	<0.1%
T. Rowe Price T. Rowe Price Retirement 2020 Fund I Class	Other securities	—	—	$1K	<0.1%
T. Rowe Price T. Rowe Price Retirement Balanced Fund Class I	Other securities	—	—	$1K	<0.1%