Strada Education Foundation, Inc. Savings Investment Plan — Form 5500 plan (Strada Education Foundation, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Strada Education Foundation, Inc. Savings Investment Plan is a benefit plan reported by Strada Education Foundation, Inc. under EIN 47-3044430 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,400 participants and $78,188,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strada Education Foundation, Inc.
- EIN
- 47-3044430
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 1,400
- End-of-year plan assets
- $78,188,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,400 | H, C | 20241011104144NAL0010829091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,188,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,188,323
- Net assets (BOY)
- $64,689,501
Income & contributions
- Employer contributions
- $2,421,422
- Participant contributions
- $4,880,908
- Total contributions
- $8,357,112
- Total income / additions
- $20,746,119
Expenses & distributions
- Benefits paid
- $7,278,121
- Administrative expenses
- -$31,089
- Total expenses
- $7,247,716
- Net increase / (decrease)
- $13,498,403
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $19,388 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,012 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$69,416 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Strada Education Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation