Original filing (PDF)20250801054810NAL0003591235001

GLEN MILLS SCHOOLS

Name: GLEN MILLS SCHOOLS — GLEN MILLS SCHOOLS SAVINGS AND PROTECTION PLAN, Form 5500 (2024)
Creator: GLEN MILLS SCHOOLS

Form 5500

FILING_RECEIVED

GLEN MILLS SCHOOLS SAVINGS AND PROTECTION PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

167

Plan assets (EOY)

$54.1M

Net assets (EOY)

$54.1M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLEN MILLS SCHOOLS.

Plan sponsor

Name

GLEN MILLS SCHOOLS

EIN

23-6437695all filings

Address

PO BOX 5001 · CONCORDVILLE, PA · 19331

Phone

(610) 459-8100

Industry

Health Care & Social Assistancesee 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

2025-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$55K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BDO USA , LLP	13-5381590	—	ACCOUNTANT	$26K	—

Investments

2 pooled funds· $6.0M(11% 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.

Common Collective Trust

$5.9M

1 holding

Pooled Separate Account

$90K

1 holding

			% of plan
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$5.9M	11.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$90K	0.2%