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Original filing (PDF)20250925160646NAL0019860626001
AMERICAN STUDENT ASSISTANCE D/B/A AMERICAN STUDENT ASSISTANCE
Form 5500
FILING_RECEIVED
AMERICAN STUDENT ASSISTANCE 403 (B) RETIREMENT PLAN
403(b) retirement plan
Active participants
79
Accounts w/ balance
304
Plan assets (EOY)
$38.2M
Net assets (EOY)
$38.2M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN STUDENT ASSISTANCE D/B/A AMERICAN STUDENT ASSISTANCE.
Plan sponsor
Name
AMERICAN STUDENT ASSISTANCE D/B/A AMERICAN STUDENT ASSISTANCE
EIN
04-2254705
Address
33 ARCH STREET · 21ST FLOOR · BOSTON, MA · 02110
Phone
(800) 999-9080
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $2K | — |
Investments
23 direct securities· $38.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $7.6M | 19.8% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $5.0M | 13.1% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $4.1M | 10.6% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $4.0M | 10.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $3.3M | 8.6% | |
| Fidelity Blue Chip Growth Fund Registered Investment Company | — | — | — | $2.8M | 7.2% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $2.7M | 7.2% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $1.9M | 4.9% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $1.8M | 4.8% | |
| Vangrd Federal Mny Mkt Fd Inv Registered Investment Company | — | — | — | $1.0M | 2.6% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $920K | 2.4% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $554K | 1.4% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $530K | 1.4% | |
| Vangrd Ext Mkt Index Fnd Adm Registered Investment Company | — | — | — | $431K | 1.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $384K | 1.0% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $311K | 0.8% | |
| Dodge & Cox Income Fd I Registered Investment Company | — | — | — | $306K | 0.8% | |
| interest, collateral, par, or maturity date American Funds EuroPacific R6 Registered Investment Company | — | — | — | $288K | 0.8% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $154K | 0.4% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $128K | 0.3% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $51K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $6K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $1K | <0.1% |
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