How big is After School Matters' plan?

After School Matters' plan reported $5.3M in assets and 180 participants for 2023.

Original filing (PDF)20250414164746NAL0002027729001

After School Matters

Name: After School Matters — After School Matters Erisa, Form 5500 (2023)
Creator: After School Matters
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

After School Matters Erisa 403(b) Plan

403(b) retirement plan · After School Matters' After School Matters Erisa 403(b) Plan held $5.3M in plan assets for 180 participants in 2023, with Ascensus as recordkeeper.

Signals · 2

Late participant contributionsPossibly inadequate fidelity bond

Active participants

180

Accounts w/ balance

158

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Anne Beluschak signed After School Matters' 2023 Form 5500 as plan administrator.

Anne Beluschak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

After School Matters' EIN is 36-4409182.

EIN 36-4409182

Plan number 001

Plan year 2023

ACK ID 20250414164746NAL0002027729001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for After School Matters from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

After School Matters' plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFTER SCHOOL MATTERS.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 56K (6% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

AFTER SCHOOL MATTERS

EIN

all filings

Address

66 EAST RANDOLPH · CHICAGO, IL · 60601

Phone

(312) 702-8972

Industry

Educational Services

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

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$16K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$6K	—

Investments

36 direct securities· $5.1M(96% of reported assets)

Mutual Funds

$2.3M

15 holdings

Other securities

$2.2M

17 holdings

Common Stocks

$428K

2 holdings

Common Collective Trusts

$108K

1 holding

Participant loans

$80K

1 holding

					% of plan
GM MFS Value A MFS 0	Mutual Funds	—	—	$527K	10.0%
GM BlackRock Total Return Inv A BlackRock 0	Other securities	—	—	$484K	9.1%
GM Fidelity Advisor Growth Opp A Fidelity 0	Mutual Funds	—	—	$473K	8.9%
GM PGIM Short-Term Corp Bond R4 PGIM 0	Common Stocks	—	—	$419K	7.9%
GM iShares MSCI Total Intl Index K iShares 0	Other securities	—	—	$350K	6.6%
GM American Funds Capital Inc Bldr R4 American Funds 0	Mutual Funds	—	—	$348K	6.6%
(CL) GM Victory Sycamore Establish Val A Victory 0	Other securities	—	—	$301K	5.7%
GM Macquarie System Emerg Mrkts Eqty Y Macquarie 0	Other securities	—	—	$286K	5.4%
(CL) GM Janus Henderson Enterprise A Janus 0	Mutual Funds	—	—	$259K	4.9%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$182K	3.4%
GM BlackRock Inflation Protected Bond In BlackRock 0	Other securities	—	—	$180K	3.4%
GM Undiscovered Mgrs Behavioral Val R5 Undiscovered 0	Other securities	—	—	$167K	3.2%
Fidelity Advisor Growth Opp A Fidelity 0	Mutual Funds	—	—	$154K	2.9%
GM Lord Abbett High Yield R4 Lord Abbett 0	Mutual Funds	—	—	$120K	2.3%
GM DWS Rreef Real Estate Securities A DWS 0	Other securities	—	—	$111K	2.1%
GM Janus Henderson Triton A Janus 0	Mutual Funds	—	—	$111K	2.1%
iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$108K	2.0%
GM PIMCO Commodity Real Ret Strat A PIMCO 0	Mutual Funds	—	—	$103K	1.9%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$80K	1.5%
(CL) Janus Henderson Enterprise A Janus 0	Mutual Funds	—	—	$72K	1.4%
MFS Value A MFS 0	Mutual Funds	—	—	$72K	1.4%
(CL)Victory Sycamore Established Value A Victory 0	Other securities	—	—	$51K	1.0%
Undiscovered Mgrs Behavioral Val R5 Undiscovered 0	Other securities	—	—	$27K	0.5%
GM BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$24K	0.5%
iShares MSCI Total Intl Index K iShares 0	Other securities	—	—	$23K	0.4%
MFS International Growth A MFS 0	Mutual Funds	—	—	$14K	0.3%
BlackRock Total Return Inv A BlackRock 0	Other securities	—	—	$12K	0.2%
PIMCO Commodity Real Ret Strat A PIMCO 0	Mutual Funds	—	—	$11K	0.2%
Lord Abbett High Yield R4 Lord Abbett 0	Mutual Funds	—	—	$10K	0.2%
PGIM Short-Term Corp Bond R4 PGIM 0	Common Stocks	—	—	$9K	0.2%
BlackRock Inflation Protected Bond Inv A BlackRock 0	Other securities	—	—	$4K	<0.1%
Janus Henderson Triton A Janus 0	Mutual Funds	—	—	$4K	<0.1%
Macquarie System Emerg Mrkts Eqty Y Macquarie 0	Other securities	—	—	$2K	<0.1%
American Funds Capital Inc Bldr R4 American Funds 0	Mutual Funds	—	—	$2K	<0.1%
iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$1K	<0.1%
DWS Rreef Real Estate Securities A DWS 0	Other securities	—	—	$1K	<0.1%