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Original filing (PDF)20250903151942NAL0015323633001
ACCESSLEX INSTITUTE
Form 5500
FILING_RECEIVED
ACCESSLEX INSTITUTE 403(B) PLAN
403(b) retirement plan
Active participants
120
Accounts w/ balance
186
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
27 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 ACCESSLEX INSTITUTE.
Plan sponsor
Name
ACCESSLEX INSTITUTE
EIN
23-2719985
Address
10 NORTH HIGH STREET · 4TH FLOOR · WEST CHESTER, PA · 19380
Phone
(484) 653-3300
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
2025-09-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SANTORA CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $50 | — |
Investments
27 direct securities· $25.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $2.7M | 10.7% | |
| Vanguard | — | — | — | $2.2M | 8.6% | |
| Vanguard | — | — | — | $2.1M | 8.3% | |
| Fidelity Investments | — | — | — | $2.0M | 7.9% | |
| Vanguard | — | — | — | $1.8M | 7.4% | |
| Janus Henderson | — | — | — | $1.8M | 7.1% | |
| Vanguard | — | — | — | $1.8M | 7.0% | |
| MainStay Winslow | — | — | — | $1.6M | 6.5% | |
| Vanguard | — | — | — | $1.4M | 5.5% | |
| Dodge & Cox | — | — | — | $1.2M | 4.9% | |
| Fidelity Investments | — | — | — | $1.1M | 4.4% | |
| Vanguard | — | — | — | $907K | 3.6% | |
| Janus Henderson | — | — | — | $794K | 3.2% | |
| MFS | — | — | — | $706K | 2.8% | |
| Vanguard | — | — | — | $615K | 2.5% | |
| MFS | — | — | — | $480K | 1.9% | |
| Vanguard | — | — | — | $435K | 1.7% | |
| Fidelity Investments | — | — | — | $271K | 1.1% | |
| Vanguard | — | — | — | $235K | 0.9% | |
| Vanguard | — | — | — | $182K | 0.7% | |
| Federated Hermes | — | — | — | $180K | 0.7% | |
| Vanguard | — | — | — | $175K | 0.7% | |
| American Funds | — | — | — | $161K | 0.6% | |
| Cromwell Centersquare | — | — | — | $96K | 0.4% | |
| Notes receivable from participants | — | — | — | $93K | 0.4% | |
| Fidelity Investments | — | — | — | $90K | 0.4% | |
| Vanguard | — | — | — | $5K | <0.1% |
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