Julie la LUNA signed Brightspark Early Learning Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brightspark Early Learning Services' EIN is 91-1465046.
Download the official 2024 Form 5500 (PDF) for Brightspark Early Learning Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brightspark Early Learning Services' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Target Date 2030 (AFTD30) Interest in registered investment company | Common Stocks | — | — | $1.3M | 18.3% | |
| American Balanced (AMBAL) Interest in registered investment company | Common Stocks | — | — | $940K | 13.4% | |
| Growth Fund of America (GFA) Interest in registered investment company | Common Stocks | — | — | $652K | 9.3% | |
| Short-Term Bond Fund (STBF) Interest in registered investment company ** 130 * Target Date 2020 (AFTD20) Interest in registered investment company | Common Stocks | — | — | $604K | 8.6% | |
| Target Date 2055 (AFTD55) Interest in registered investment company | Common Stocks | — | — | $413K | 5.9% | |
| Target Date 2045 (AFTD45) Interest in registered investment company | Common Stocks | — | — | $405K | 5.8% | |
| Target Date 2040 (AFTD40) Interest in registered investment company | Common Stocks | — | — | $395K | 5.6% | |
| Target Date 2035 (AFTD35) Interest in registered investment company | Common Stocks | — | — | $294K | 4.2% | |
| Target Date 2060 (AFTD60) Interest in registered investment company | Common Stocks | — | — | $267K | 3.8% | |
| Money Market Fund Money market fund | Cash / Money Market | — | — | $256K | 3.6% | |
| Fundamental Investors (FI) Interest in registered investment company | Common Stocks | — | — | $233K | 3.3% | |
| Bond Fund of America (BFA) Interest in registered investment company | Common Stocks | — | — | $205K | 2.9% | |
| Target Date 2050 (AFTD50) Interest in registered investment company | Common Stocks | — | — | $203K | 2.9% | |
| American Mutual Fund (AMF) Interest in registered investment company | Common Stocks | — | — | $197K | 2.8% | |
| Target Date 2025 (AFTD25) Interest in registered investment company | Common Stocks | — | — | $148K | 2.1% | |
| AF New World R6 Interest in registered investment company | Common Stocks | — | — | $137K | 2.0% | |
| New Perspective Fund (NPF) Interest in registered investment company | Common Stocks | — | — | $116K | 1.6% | |
| FID MID CAP INDEX Interest in registered investment company | Mutual Funds | — | — | $59K | 0.8% | |
| Capital Income Builder (CIB) Interest in registered investment company | Common Stocks | — | — | $39K | 0.6% | |
| Target Date 2065 (AFTD65) Interest in registered investment company | Common Stocks | — | — | $27K | 0.4% | |
| Global Balanced (GBAL) Interest in registered investment company | Common Stocks | — | — | $24K | 0.3% | |
| secured by the participant's vested accrued benefit. -0- | Other securities | — | — | $23K | 0.3% | |
| PNR GLB Sustain EQ Y Interest in registered investment company | Common Stocks | — | — | $23K | 0.3% | |
| DFA US Sus TGT VL IS Interest in registered investment company ** 9 * FID US Bond Index Interest in registered investment company ** 345 * FID 500 INDEX Interest in registered investment company | Common Collective Trusts | — | — | $23K | 0.3% | |
| Cap World Growth&Income (WGI) Interest in registered investment company | Common Stocks | — | — | $18K | 0.3% | |
| Intl Growth and Income (IGI) Interest in registered investment company | Common Stocks | — | — | $12K | 0.2% | |
| FID SM CAP INDEX Interest in registered investment company ** 716 * FID TOTAL INTL IDX Interest in registered investment company ** 375 * FID US SUSTN IDX Interest in registered investment company | Common Collective Trusts | — | — | $7K | <0.1% | |
| Capital World Bond Fund (WBF) Interest in registered investment company | Common Stocks | — | — | $6K | <0.1% | |
| FID INTL SUSTN IDX Interest in registered investment company | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
