How big is Vermont Adult Learning's plan?

Vermont Adult Learning's plan reported $4.3M in assets and 93 participants for 2024.

Original filing (PDF)20251230114905NAL0044548226001

Vermont Adult Learning

Name: Vermont Adult Learning — Vermont Adult Learning, Form 5500 (2024)
Creator: Vermont Adult Learning
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vermont Adult Learning Retirement Plan

403(b) retirement plan · Vermont Adult Learning's Vermont Adult Learning Retirement Plan held $4.3M in plan assets for 93 participants in 2024.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Vermont Adult Learning's EIN is 03-0276755.

EIN 03-0276755

Plan number 001

Plan year 2024

ACK ID 20251230114905NAL0044548226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vermont Adult Learning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vermont Adult Learning's plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERMONT ADULT LEARNING.

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How this plan invests

This plan

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 89K (31% of contributions).

Plan sponsor

Name

VERMONT ADULT LEARNING

EIN

all filings

Address

77 COLLEGE STREET · BURLINGTON, VT · 05401

Phone

(802) 312-0954

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

MCSOLEY MCCOY & COMPANY

Trustee / custodian

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES	—	AUSTIN, TX	INVESTMENT ADVISOR	$11K	—

Investments

57 direct securities· $4.3M(100% of reported assets)

Mutual Funds

$2.9M

20 holdings

Pooled Separate Accounts

$872K

32 holdings

Stable Value

$331K

2 holdings

Other securities

$109K

1 holding

Common Collective Trusts

$108K

1 holding

Bonds / Notes

$5K

1 holding

					% of plan
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$654K	15.0%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$439K	10.1%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$436K	10.0%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$408K	9.4%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$308K	7.1%
VALIC Fixed Account Plus Guaranteed Investment Contract	Stable Value	—	—	$242K	5.6%
Vanguard FTSE Social Index Adm Mutual Fund	Mutual Funds	—	—	$180K	4.1%
Vanguard Federal Money Market Inv Money Market Fund	Mutual Funds	—	—	$148K	3.4%
T. Rowe Price All Cap Opportunity Mutual Fund	Other securities	—	—	$109K	2.5%
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$108K	2.5%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$90K	2.1%
VALIC Short Term Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$89K	2.1%
VALIC Core Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$85K	1.9%
Vanguard Windsor II Pooled Separate Account	Pooled Separate Accounts	—	—	$84K	1.9%
VALIC Stock Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$77K	1.8%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$67K	1.5%
VALIC International Equites Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	1.4%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$52K	1.2%
VALIC Emerging Economies Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	1.1%
VALIC International Socially Responsible Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	1.1%
Vanguard Wellington Fund Inc Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	1.1%
VALIC Science & Technology Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.9%
VALIC Mid Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.9%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$37K	0.8%
VC I Capital Appreciation Pooled Separate Account	Pooled Separate Accounts	—	—	$33K	0.8%
Vanguard Life Strategy Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$31K	0.7%
VALIC Mid Cap Strategic Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.7%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$27K	0.6%
VALIC Systematic Value Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.6%
VALIC Mid Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.6%
VALIC Small Cap Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.5%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$21K	0.5%
VALIC Ariel Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.5%
VALIC NASDAQ-100(R) Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	0.4%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$18K	0.4%
VALIC Government Securities Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.4%
VALIC International Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.4%
Vanguard Life Strategy Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.4%
VALIC Inflation Protected Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.4%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$15K	0.3%
VALIC US Socially Responsible Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$14K	0.3%
VALIC Global Real Estate Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.3%
VALIC High Yield Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	0.2%
VALIC International Opportunities Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.2%
T Rowe Price Retirement 2015 Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	0.2%
American Funds EuroPacific Gr R6 Mutual Fund	Mutual Funds	—	—	$7K	0.2%
VALIC Global Strategy Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	0.1%
Loan Collateral Fund 1.00% - 3.00% -	Bonds / Notes	—	—	$5K	0.1%
PIMCO Total Return Instl Mutual Fund	Mutual Funds	—	—	$5K	0.1%
VALIC Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.1%