Back to filter
Original filing (PDF)20250717111755NAL0000180561001
ADVANTAGE TESTING, INC.
Form 5500
FILING_RECEIVED
ADVANTAGE TESTING, INC.401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
297
Accounts w/ balance
278
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTAGE TESTING, INC..
Plan sponsor
Name
ADVANTAGE TESTING, INC.
EIN
13-3361301
Address
350 EAST 88TH STREET · NEW YORK, NY · 10128
Phone
(212) 744-8800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC. | 23-1945930 | — | NONE | $4K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $0 | — |
Investments
38 direct securities· $37.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party investment Cost** Current value * Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $6.7M | 17.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $4.3M | 11.5% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $3.4M | 9.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $3.2M | 8.6% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $2.9M | 7.6% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | — | — | — | $2.7M | 7.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $2.6M | 7.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $2.1M | 5.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $1.8M | 4.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.0M | 2.7% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $866K | 2.3% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $793K | 2.1% | |
| Vanguard Small-Cap Mutual Fund | — | — | — | $585K | 1.6% | |
| Fidelity International Index Mutual Fund | — | — | — | $554K | 1.5% | |
| Vanguard Small-Cap Growth Index Adm Mutual Fund | — | — | — | $515K | 1.4% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund | — | — | — | $421K | 1.1% | |
| Vanguard Mid-Cap Value Index Adm Mutual Fund | — | — | — | $408K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $402K | 1.1% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $285K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $229K | 0.6% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $217K | 0.6% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $209K | 0.6% | |
| Vanguard Federal Money Market Inv Mutual Fund | — | — | — | $204K | 0.5% | |
| ASCENSUS Vanguard Federal Money Market | — | — | — | $203K | 0.5% | |
| Vanguard Balanced Index Adm Mutual Fund | — | — | — | $177K | 0.5% | |
| Interest rates ranging from * Participant Loans 3.25% to 9.50% - | — | — | — | $160K | 0.4% | |
| Vanguard Wellesley Income Adm Mutual Fund | — | — | — | $134K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $127K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $107K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Mutual Fund | — | — | — | $80K | 0.2% | |
| Vanguard Interm-Term Treasury Adm Mutual Fund | — | — | — | $61K | 0.2% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund | — | — | — | $54K | 0.1% | |
| DFA Intl Sustainability Core 1 Portfl I Mutual Fund | — | — | — | $28K | <0.1% | |
| similar party investment Cost** Current value Calvert U.S. Large Cap Core Respon Ind I Mutual Fund | — | — | — | $24K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Mutual Fund | — | — | — | $19K | <0.1% | |
| Calvert Bond Fund I Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| ASCENSUS Vanguard Target Retirement 207 | — | — | — | $2K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Educational Services plans
MITCHELL HAMLINE SCHOOL OF LAW
THE MITCHELL HAMLINE SCHOOL OF LAW 403(B) PLAN
$37.7M · 202 participants
LIFELONG LEARNING ADMINISTRATION CORPORATION
LIFELONG LEARNING ADMINISTRATION CORPORATION 403(B) PLAN
$37.5M · 386 participants
UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES, LLC
UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN
$37.8M · 994 participants
HEBREW ACADEMY OF NASSAU COUNTY
HEBREW ACADEMY OF NASSAU COUNTY DEFINED CONTRIBUTION PLAN
$37.8M · 126 participants
ROCKFORD UNIVERSITY
ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN
$37.4M · 298 participants
THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC.
THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN
$37.3M · 121 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B