2023 Form 5500 filing — Strada Education Foundation, Inc. Savings Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011104144NAL0010829091001) for Strada Education Foundation, Inc. Savings Investment Plan, reported by Strada Education Foundation, Inc. under EIN 47-3044430 and plan number 001. It reports 1,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104144NAL0010829091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strada Education Foundation, Inc.
- EIN
- 47-3044430
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 1,400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,188,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,188,323
- Employer contributions
- $2,421,422
- Participant contributions
- $4,880,908
- Total income / additions
- $20,746,119
- Benefits paid
- $7,278,121
- Administrative expenses
- -$31,089
- Total expenses
- $7,247,716
- Net increase / (decrease)
- $13,498,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $19,388 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $19,012 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$69,416 | $0 |