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Original filing (PDF)20250917105142NAL0000200211001
VALLEY FORGE EDUCATIONAL SERVICES
Form 5500
FILING_RECEIVED
VALLEY FORGE EDUCATIONAL SERVICES TIAA-CREF SECTION 403 B DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
241
Accounts w/ balance
405
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY FORGE EDUCATIONAL SERVICES.
Plan sponsor
Name
VALLEY FORGE EDUCATIONAL SERVICES
EIN
23-6050757
Address
1777 NORTH VALLEY ROAD · MALVERN, PA · 193553919
Phone
(610) 296-6725
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
2025-09-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities · 1 pooled fund· $21.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$21.4M
31 holdings
Pooled Separate Account
$514K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF | — | — | — | $4.3M | 19.5% | |
| TIAA | — | — | — | $4.2M | 19.1% | |
| CREF | — | — | — | $3.6M | 16.2% | |
| CREF | — | — | — | $2.5M | 11.4% | |
| CREF | — | — | — | $1.5M | 7.0% | |
| CREF | — | — | — | $935K | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $514K | 2.3% | |
| Nuveen | — | — | — | $506K | 2.3% | |
| Nuveen | — | — | — | $468K | 2.1% | |
| CREF | — | — | — | $441K | 2.0% | |
| Nuveen | — | — | — | $311K | 1.4% | |
| Nuveen | — | — | — | $275K | 1.3% | |
| CREF | — | — | — | $268K | 1.2% | |
| Nuveen | — | — | — | $231K | 1.1% | |
| Nuveen | — | — | — | $230K | 1.0% | |
| Nuveen | — | — | — | $223K | 1.0% | |
| CREF | — | — | — | $197K | 0.9% | |
| Nuveen | — | — | — | $197K | 0.9% | |
| Nuveen | — | — | — | $158K | 0.7% | |
| Nuveen | — | — | — | $134K | 0.6% | |
| Nuveen | — | — | — | $121K | 0.6% | |
| Nuveen | — | — | — | $95K | 0.4% | |
| Nuveen | — | — | — | $81K | 0.4% | |
| Nuveen | — | — | — | $73K | 0.3% | |
| Nuveen | — | — | — | $68K | 0.3% | |
| Nuveen | — | — | — | $66K | 0.3% | |
| Nuveen | — | — | — | $66K | 0.3% | |
| Nuveen | — | — | — | $60K | 0.3% | |
| Nuveen | — | — | — | $52K | 0.2% | |
| Nuveen | — | — | — | $52K | 0.2% | |
| Nuveen | — | — | — | $32K | 0.1% | |
| Nuveen | — | — | — | $17K | <0.1% |
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