· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AMERICAN PHILATELIC RESEARCH LIBRARY — AMERICAN PHILATELIC RESEARCH LIBRARY DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008161057NAL0005806833003
AMERICAN PHILATELIC RESEARCH LIBRARY
Form 5500-SF
FILING_RECEIVED
AMERICAN PHILATELIC RESEARCH LIBRARY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
1
Plan assets (EOY)
$13K
Net assets (EOY)
$13K
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMERICAN PHILATELIC RESEARCH LIBRARY
.
Find decision makers
Plan sponsor
Name
AMERICAN PHILATELIC RESEARCH LIBRARY
EIN
25-1213435
Address
100 MATCH FACTORY PLACE · BELLEFONTE, PA · 16823
Phone
(814) 933-3803
Industry
Educational Services
see 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
2025-10-08
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
LITTLE GRADS KYLE LLC
LITTLE GRADS RETIREMENT PLAN
$13K · 43 participants
AMERICAN PHILATELIC RESEARCH LIBRARY
AMERICAN PHILATELIC RESEARCH LIBRARY DEFINED CONTRIBUTION RETIREMENT PLAN
$13K
GIFTED MINDS EARLY LEARNING CENTER
GIFTED MINDS EARLY LEARNING CENTER 401(K) PLAN
$13K · 11 participants
METSCHOOLS, LLC
METSCHOOLS, LLC 401(K) PLAN
$13K
MEMORABLE MOMENTS YOUTH DEVELOPM
MEMORABLE MOMENTS 401(K) AND PROFIT SHARING PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$13K · 33 participants
CREATIVE ACTION
CREATIVE ACTION 401(K) PLAN
$13K · 1 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
