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Original filing (PDF)20251015094857NAL0002193171001
NATIONAL PHILANTHROPIC TRUST
Form 5500
FILING_RECEIVED
NPT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
214
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL PHILANTHROPIC TRUST.
Plan sponsor
Name
NATIONAL PHILANTHROPIC TRUST
EIN
23-7825575
Address
165 TOWNSHIP LINE ROAD · SUITE 1200 · JENKINTOWN, PA · 19046
Phone
(215) 277-3010
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
34 direct securities· $17.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.9M | 10.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.9M | 10.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.7M | 9.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.7M | 9.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 8.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $999K | 5.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $923K | 5.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $630K | 3.6% | |
| T. Rowe Price Global Tech Inv T. Rowe Price 0 | — | — | — | $611K | 3.5% | |
| American Century Ultra R6 American Century 0 | — | — | — | $549K | 3.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $536K | 3.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $511K | 2.9% | |
| T. Rowe Price Health Sciences Inv T. Rowe Price 0 | — | — | — | $405K | 2.3% | |
| Vanguard Growth and Income Adm Vanguard 0 | — | — | — | $319K | 1.8% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $275K | 1.6% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $191K | 1.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $144K | 0.8% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $134K | 0.8% | |
| JPMorgan Mid Cap Value Class L JP Morgan 0 | — | — | — | $133K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $126K | 0.7% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $120K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $106K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $101K | 0.6% | |
| Federated Hermes Mdt Mid Cp Gr R6 Federated 0 | — | — | — | $76K | 0.4% | |
| Vanguard Energy Inv Vanguard 0 | — | — | — | $65K | 0.4% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $59K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $54K | 0.3% | |
| Vanguard Utilities Index Adm Vanguard 0 | — | — | — | $46K | 0.3% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $45K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $35K | 0.2% | |
| Vanguard Materials Index Adm Vanguard 0 | — | — | — | $9K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $8K | <0.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $3K | <0.1% |
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