Raghad Mohamed signed Learning Tree International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Learning Tree International, Inc.'s EIN is 95-3133814.
Download the official 2024 Form 5500 (PDF) for Learning Tree International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Learning Tree International, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $6.7M | 19.9% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $3.5M | 10.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $3.5M | 10.5% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $3.2M | 9.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.2M | 9.5% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $2.4M | 7.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.4M | 7.3% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $2.2M | 6.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 6.6% | |
| Fidelity Investments | Mutual Funds | — | — | $1.4M | 4.1% | |
| Prtncipal Life Insurance Company | Common Stocks | — | — | $1.3M | 3.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.3M | 3.9% | |
| The Amertcan Funds | Other securities | — | — | $1.2M | 3.7% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $1.1M | 3.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $920K | 2.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $920K | 2.8% | |
| Prtncipal Funds Inc | Common Stocks | — | — | $858K | 2.6% | |
| Great Gray Trust Company | Common Stocks | — | — | $854K | 2.6% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $854K | 2.6% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $854K | 2.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $854K | 2.6% | |
| Prtncipal Life Insurance Company | Common Stocks | — | — | $725K | 2.2% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $664K | 2.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $664K | 2.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $663K | 2.0% | |
| Great Gray Trust Company | Common Stocks | — | — | $594K | 1.8% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $594K | 1.8% | |
| The Amertcan Funds | Other securities | — | — | $574K | 1.7% | |
| JP Morgan Funds | Other securities | — | — | $552K | 1.7% | |
| Great Gray Trust Company | Common Stocks | — | — | $396K | 1.2% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $396K | 1.2% | |
| Prtncipal Funds Inc | Common Stocks | — | — | $338K | 1.0% | |
| The Amertcan Funds | Other securities | — | — | $311K | 0.9% | |
| Prtncipal Funds Inc | Common Stocks | — | — | $297K | 0.9% | |
| Janus International Holding. LLC | Mutual Funds | — | — | $291K | 0.9% | |
| Eagle Financial Services, Inc. | Common Stocks | — | — | $269K | 0.8% | |
| Prtncipal Life Insurance Company | Common Stocks | — | — | $264K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $264K | 0.8% | |
| Prtncipal Funds Inc | Common Stocks | — | — | $263K | 0.8% | |
| Participant Loans | Participant loans | — | — | $237K | 0.7% | |
| Prtncipal Funds Inc | Common Stocks | — | — | $172K | 0.5% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $136K | 0.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $136K | 0.4% | |
| Great Gray Trust Company | Common Stocks | — | — | $51K | 0.2% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $51K | 0.2% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $39K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $39K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1K | <0.1% | |
| Prtncipal Global Investors Trust Co | Common Stocks | — | — | $1K | <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 |
|---|---|---|---|---|---|
| TRIBRIDGE PARTNERS FINANCIAL LLC | 99-1321623 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
