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Original filing (PDF)20251013102114NAL0000472435001
THE AMERICAN COLLEGE
Form 5500
FILING_RECEIVED
THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
190
Accounts w/ balance
331
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
How this plan invests
This plan
28 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE AMERICAN COLLEGE.
Plan sponsor
Name
THE AMERICAN COLLEGE
EIN
23-1352008
Address
630 ALLENDALE RD · SUITE 400 · KING OF PRUSSIA, PA · 19406
Phone
(610) 526-1371
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | ADVISOR | $36K | — |
Investments
28 direct securities· $36.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd 500 Index Fd AS Nationwide Life Insurance | — | — | — | $7.2M | 19.8% | |
| Vngrd US Gr Adml Nationwide Life Insurance | — | — | — | $5.5M | 15.2% | |
| Nationwide Fixed Elite Nationwide Life Insurance | — | — | — | $2.7M | 7.4% | |
| Vngrd Sm Cap Indx Fd AS Nationwide Life Insurance | — | — | — | $2.4M | 6.8% | |
| Vngrd Trgt Rtrmt 2050 Inv Nationwide Life Insurance | — | — | — | $2.2M | 6.2% | |
| Vngrd Trgt Rtrmt 2030 Inv Nationwide Life Insurance | — | — | — | $1.9M | 5.2% | |
| Vngrd Trgt Rtrmt 2020 Inv Nationwide Life Insurance | — | — | — | $1.8M | 5.0% | |
| Vngrd Trgt Rtrmt 2040 Inv Nationwide Life Insurance | — | — | — | $1.7M | 4.8% | |
| Vngrd Trgt Rtrmt 2045 Inv Nationwide Life Insurance | — | — | — | $1.7M | 4.6% | |
| Vngrd Trgt Rtrmt 2025 Inv Nationwide Life Insurance | — | — | — | $1.6M | 4.5% | |
| Vngrd Ttl IntlStkIndx Adml Nationwide Life Insurance | — | — | — | $1.0M | 2.8% | |
| Vngrd Trgt Rtrmt 2035 Inv Nationwide Life Insurance | — | — | — | $988K | 2.7% | |
| Vngrd MdCap Gr Indx Adml Nationwide Life Insurance | — | — | — | $895K | 2.5% | |
| AMGGW&K SmCap Cor I Nationwide Life Insurance | — | — | — | $685K | 1.9% | |
| Vngrd Trgt Rtrmt Inc Nationwide Life Insurance | — | — | — | $678K | 1.9% | |
| Vngrd Ttl Bnd Mkt ldx Adm Nationwide Life Insurance | — | — | — | $468K | 1.3% | |
| GdmnScs Bd Inst Nationwide Life Insurance | — | — | — | $460K | 1.3% | |
| Vngrd STInflPrtSecInd Adml Nationwide Life Insurance | — | — | — | $416K | 1.1% | |
| Vngrd Trgt Rtrmt 2055 Inv Nationwide Life Insurance | — | — | — | $378K | 1.0% | |
| Vngrd Intl Gr Adml Nationwide Life Insurance | — | — | — | $331K | 0.9% | |
| Vngrd Val Indx Adml Nationwide Life Insurance | — | — | — | $233K | 0.6% | |
| Col Divd Inc Inst3 Nationwide Life Insurance | — | — | — | $169K | 0.5% | |
| Vngrd Trgt Rtrmt 2060 Inv Nationwide Life Insurance | — | — | — | $136K | 0.4% | |
| Vngrd SmCap Gr Indx Adml Nationwide Life Insurance | — | — | — | $117K | 0.3% | |
| Vngrd MdCap Val Indx Adml Nationwide Life Insurance | — | — | — | $90K | 0.2% | |
| Vngrd Trgt Rtrmt 2065 Inv Nationwide Life Insurance | — | — | — | $70K | 0.2% | |
| Nuvn RealEst Sec Sel R6 Nationwide Life Insurance | — | — | — | $69K | 0.2% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $10K | <0.1% |