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Original filing (PDF)20251008113749NAL0002965363001
RIGHT AT SCHOOL LLC
Form 5500
FILING_RECEIVED
RIGHT AT SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
2,560
Accounts w/ balance
812
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.7M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Fidelity 500 Index Fund Fidelity 0" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIGHT AT SCHOOL LLC.
Plan sponsor
Name
RIGHT AT SCHOOL LLC
EIN
27-3553118
Address
909 DAVIS STREET · SUITE 500 · EVANSTON, IL · 60201
Phone
(855) 287-2466
Industry
Health Care & Social Assistancesee 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
2025-10-08
Pension benefit codes
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
BAKER TILLY US, 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 | $10K | — |
Investments
22 direct securities · 1 pooled fund· $3.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.8M
22 holdings
Common Collective Trust
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.5M | 39.8% | |
| Fidelity International Index Fidelity 0 | — | — | — | $664K | 17.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $268K | 7.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $233K | 6.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $167K | 4.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $165K | 4.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $111K | 2.9% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $105K | 2.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $91K | 2.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $87K | 2.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $69K | 1.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $52K | 1.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $50K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $48K | 1.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 599 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $37K | 1.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $35K | 0.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $30K | 0.8% | |
| PIMCO STABLE INCOME 1 SEI TRUST (PIMCO) · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $28K | 0.7% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $27K | 0.7% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $10K | 0.3% | |
| Fidelity Emerging Markets Index Fidelity 0 | — | — | — | $9K | 0.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $3K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $2K | <0.1% |
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