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Original filing (PDF)20250414195729NAL0001014147001
THE GLEN MILLS SCHOOLS
Form 5500
FILING_RECEIVED
THE GLEN MILLS SCHOOLS RETIREMENT PLAN
Defined-benefit pension plan
Active participants
34
Accounts w/ balance
—
Plan assets (EOY)
$74.4M
Net assets (EOY)
$74.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 95% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GLEN MILLS SCHOOLS.
Plan sponsor
Name
THE GLEN MILLS SCHOOLS
EIN
23-6437695
Address
PO BOX 5001 · CONCORDVILLE, PA · 193315001
Phone
(610) 459-8100
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
2025-04-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | VALLEY FORGE, PA | NONE | $118K | — |
| CBIZ | 31-1582098 | PHILADELPHIA, PA | NONE | $90K | — |
| BDO USA, LLP | 13-5381590 | PHILADELPHIA, PA | NONE | $24K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.