AMY Helbig signed Online Education Platform, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Online Education Platform, LLC's EIN is 99-0893511.
Download the official 2024 Form 5500 (PDF) for Online Education Platform, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Online Education Platform, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | ADVISOR | $26K | — |
| INNOVEST PORTFOLIO SOLUTIONS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 INV | Mutual Funds | — | — | $2.5M | 18.1% | |
| s * Fidelity Freedom Index 2045 INV | Mutual Funds | — | — | $2.5M | 18.1% | |
| Fidelity Freedom Index 2040 INV | Mutual Funds | — | — | $2.1M | 15.3% | |
| Fidelity Freedom Index 2035 INV | Mutual Funds | — | — | $1.7M | 12.3% | |
| Fidelity Freedom Index 2055 INV | Mutual Funds | — | — | $1.1M | 8.1% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $1.0M | 7.7% | |
| Fidelity Freedom Index 2030 INV | Mutual Funds | — | — | $1.0M | 7.5% | |
| Fidelity Freedom Index 2060 INV | Mutual Funds | — | — | $300K | 2.2% | |
| Fidelity Freedom Index 2025 INV | Mutual Funds | — | — | $255K | 1.9% | |
| Fidelity FID MID Cap Index | Mutual Funds | — | — | $253K | 1.9% | |
| Fidelity FID BLUE CHIP GR K6 | Mutual Funds | — | — | $142K | 1.0% | |
| Prudential Funds PGIM TOTAL RTN BD R6 | Other securities | — | — | $114K | 0.8% | |
| Fidelity FID TOTAL INTL INDEX | Mutual Funds | — | — | $112K | 0.8% | |
| Fidelity FID SM Cap Index | Mutual Funds | — | — | $112K | 0.8% | |
| 10.50% - | Bonds / Notes | — | — | $76K | 0.6% | |
| DFA US SM CAP VALUE | Mutual Funds | — | — | $74K | 0.5% | |
| Harbor Funds HARBOR SCG RET | Mutual Funds | — | — | $73K | 0.5% | |
| MFS VALUE R6 | Mutual Funds | — | — | $69K | 0.5% | |
| Dodge & Cox DODGE & COX INT SK X | Mutual Funds | — | — | $52K | 0.4% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $50K | 0.4% | |
| Fidelity Freedom Index 2065 INV | Mutual Funds | — | — | $49K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-1612955 |
| — |
| ADVISOR |
| $11K |
| — |
