Original filing (PDF)20250408094351NAL0011047155001

Y.A.L.E. SCHOOL ATLANTIC, INC.

Name: Y.A.L.E. SCHOOL ATLANTIC, INC. — Y.A.L.E. SCHOOL ATLANTIC, INC. 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: Y.A.L.E. SCHOOL ATLANTIC, INC.

Form 5500-SF

FILING_RECEIVED

Y.A.L.E. SCHOOL ATLANTIC, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for Y.A.L.E. SCHOOL ATLANTIC, INC..

Plan sponsor

Name

Y.A.L.E. SCHOOL ATLANTIC, INC.

EIN

20-3265383

Address

10-A JENNINGS ROAD · MEDFORD, NJ · 08055

Phone

(609) 654-7222

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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