How big is The Aspen Grove School's plan?

The Aspen Grove School's plan reported $168K in assets and 40 participants for 2024.

Original filing (PDF)20250718150635NAL0003285682001

The Aspen Grove School

Name: The Aspen Grove School — The Aspen Grove School, Form 5500 (2024)
Creator: The Aspen Grove School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Aspen Grove School 401(k) Plan

401(k) retirement plan · The Aspen Grove School's The Aspen Grove School 401(k) Plan held $168K in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Marcus Bowie signed The Aspen Grove School's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The Aspen Grove School's EIN is 47-4635804.

EIN 47-4635804

Plan number 001

Plan year 2024

ACK ID 20250718150635NAL0003285682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Aspen Grove School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Aspen Grove School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

THE ASPEN GROVE SCHOOL

EIN

all filings

Address

1600 CHRISTIAN ST · ENTRANCE ON 16TH STREET · PHILADELPHIA, PA · 19146

Phone

(267) 239-2504

Industry

Educational Services

Plan administrator