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Original filing (PDF)20250923083852NAL0007064448001
THE AMERICAN SCHOOL IN LONDON FOUNDATION
Form 5500
FILING_RECEIVED
THE AMERICAN SCHOOL IN LONDON FOUNDATION 403(B) RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
218
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Mkt Index Fund Admiral" is 40% of plan.
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE AMERICAN SCHOOL IN LONDON FOUNDATION.
Plan sponsor
Name
THE AMERICAN SCHOOL IN LONDON FOUNDATION
EIN
13-6258480
Address
P.O. BOX 5910 · INTERNATIONAL SCHOOLS SERVICES · PRINCETON, NJ · 085435910
Phone
(609) 452-0990
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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RILEY & COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER/CUSTODIAN | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP | 76-0342548 | HOUSTON, TX | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TANAGER WEALTH MANAGEMENT LLP | 98-1081142 | SMITHFIELD, NC | INVESTMENT MGR | $131K | — |
Investments
25 direct securities· $66.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Fund Admiral | — | — | — | $26.7M | 40.5% | |
| Vanguard FTSE Social Index Fund | — | — | — | $7.1M | 10.8% | |
| BlackRock iS S P 500 Index K | — | — | — | $6.9M | 10.5% | |
| Fidelity Global exUS Indx | — | — | — | $6.2M | 9.3% | |
| Vanguard Extended Market Index Admiral | — | — | — | $4.3M | 6.5% | |
| Fidelity US Bond Index | — | — | — | $2.8M | 4.2% | |
| Vanguard Bal Index Admiral Fund | — | — | — | $2.5M | 3.7% | |
| Identity Description of Investment Cost Current Value * Nationwide Government Money Market Inst | — | — | — | $2.3M | 3.5% | |
| Vanguard Inflation-Protected Securities Admiral | — | — | — | $2.1M | 3.3% | |
| Vanguard REIT Index Admiral Shares | — | — | — | $1.6M | 2.4% | |
| Fidelity Emerging Market Index | — | — | — | $1.2M | 1.8% | |
| Franklin Templeton Franklin Templeton Global Bd R6 | — | — | — | $1.2M | 1.8% | |
| Vanguard Short Term Investment Grade Admiral | — | — | — | $594K | 0.9% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $159K | 0.2% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $100K | 0.2% | |
| PIMCO Commodity Real Return Strategy | — | — | — | $79K | 0.1% | |
| Vanguard Emerg Mkts Stock Index Admiral | — | — | — | $63K | <0.1% | |
| Vanguard Developed Mkts Index Admiral | — | — | — | $50K | <0.1% | |
| Vanguard ShortTerm Treasury Investor Shares | — | — | — | $37K | <0.1% | |
| F. Templeton Franklin Templeton Global Bond Advisor Cl | — | — | — | $34K | <0.1% | |
| American Funds American Funds AMCAP | — | — | — | $27K | <0.1% | |
| Thornburgh International Value Fund | — | — | — | $24K | <0.1% | |
| Neuberger Berman Neuberger Berman Sustainable Equity Fund | — | — | — | $22K | <0.1% | |
| Baron Asset Fund | — | — | — | $18K | <0.1% | |
| DWS Real Estate Securities Fund | — | — | — | $16K | <0.1% |