Assets by plan
Share of aggregate retirement assets
- LLC 401K PLAN (#001)$14.3M
Filings through .
Education & Training Resources, LLC
EIN 61-1242482higher educationLatest filing 2025
Plans
3
Retirement
2
$15.8M assets
Health & Benefits
1
$7.0M premiums
Participants
3,392
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $15.8M assets / 2,583 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$14.3M
- (Not disclosed)$1.5M
Participants by plan
Active + retired + deferred vested
- LLC 401K PLAN (#001)2,001
Benefits portfolio analytics
1 plan / $7.0M premiums / 808 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$6.3M
- Health$6.0M
- Other$699K
- Life$506K
- Dental$346K
- Short-term disability$113K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EDUCATION & TRAINING RESOURCES, LLC 401K PLAN
401(k)
Assets$14.3M
Participants2,001
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EDUCATION & TRAINING RESOURCES, LLC 401(A) RETIREMENT PLAN
Profit-sharing
Assets$1.5M
Participants582
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EDUCATION AND TRAINING RESOURCES, LLC WELFARE BENEFIT PLAN
Fully insured - ANTHEM HEALTH PLANS OF KY, INC
Premiums$7.0M
Covered lives808
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EDUCATION & TRAINING RESOURCES, LLC 401K PLAN | 401(k) | $14.3M | 2,001 | 2025 |
| #002 | EDUCATION & TRAINING RESOURCES, LLC 401(A) RETIREMENT PLAN | Profit-sharing | $1.5M | 582 | 2025 |
- #001 · 401(k) · 20252,001
- #002 · Profit-sharing · 2025582
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EDUCATION AND TRAINING RESOURCES, LLC WELFARE BENEFIT PLAN | Fully insured | ANTHEM HEALTH PLANS OF KY, INC | $7.0M | 808 | 2025 |
- #501 · Fully insured · ANTHEM HEALTH PLANS OF KY, INC · 2025808
Retirement plans
Health & Benefits plans