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Original filing (PDF)20251015183411NAL0007054064001
THE IVYMOUNT SCHOOL, INC.
Form 5500
FILING_RECEIVED
THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
275
Accounts w/ balance
440
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
72 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE IVYMOUNT SCHOOL, INC..
Plan sponsor
Name
THE IVYMOUNT SCHOOL, INC.
EIN
52-1195527
Address
11614 SEVEN LOCKS RD · ROCKVILLE, MD · 208543261
Phone
(301) 469-0223
Industry
Educational Servicessee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MULLINS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS, LLC | 45-0997570 | — | ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULLINS, PC | 47-4306215 | — | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $47K | — |
Investments
71 direct securities· $24.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln National Life Insurance - Multi Fund | — | — | — | $5.5M | 22.1% | |
| Yourpath 2050 | — | — | — | $2.1M | 8.4% | |
| Fidelity 500 Index | — | — | — | $1.7M | 6.9% | |
| Yourpath 2045 | — | — | — | $1.5M | 6.1% | |
| Yourpath Income | — | — | — | $1.5M | 6.0% | |
| Yourpath 2030 | — | — | — | $1.3M | 5.3% | |
| Fidelity Growth Portfolio | — | — | — | $1.1M | 4.6% | |
| Yourpath 2055 | — | — | — | $1.1M | 4.3% | |
| LVIP SSGA S&P 500 Index | — | — | — | $932K | 3.8% | |
| Harbor Capital Appreciation Retirement Class | — | — | — | $886K | 3.6% | |
| Yourpath 2035 | — | — | — | $669K | 2.7% | |
| Yourpath 2060 | — | — | — | $597K | 2.4% | |
| T Rowe Price Mid Cap Growth I Class | — | — | — | $428K | 1.7% | |
| Metropolitan West Total Return Bond Plan Class | — | — | — | $417K | 1.7% | |
| American Funds Growth Fund | — | — | — | $355K | 1.4% | |
| Yourpath 2025 | — | — | — | $343K | 1.4% | |
| Fidelity Contrafund Portfolio | — | — | — | $266K | 1.1% | |
| Yourpath 2040 | — | — | — | $239K | 1.0% | |
| Yourpath 2065 | — | — | — | $233K | 0.9% | |
| American Funds Growth Income | — | — | — | $221K | 0.9% | |
| American Funds Capital World Growth And Inco | — | — | — | $215K | 0.9% | |
| Lincoln Stable Value Account- Lngpa | — | — | — | $215K | 0.9% | |
| John Hancock Disciplined Value Mid Cap R6 | — | — | — | $215K | 0.9% | |
| Fidelity Mid Cap Index | — | — | — | $215K | 0.9% | |
| LVIP Baron Grth Opportunities | — | — | — | $213K | 0.9% | |
| LVIP T. Rowe Price Structured | — | — | — | $206K | 0.8% | |
| Invesco Small Cap Growth Class R6 | — | — | — | $172K | 0.7% | |
| Fidelity Asset Manager | — | — | — | $147K | 0.6% | |
| State Street Aggregate Bond Index Class K | — | — | — | $145K | 0.6% | |
| Ishares MSCI Eafe International Index Class K | — | — | — | $132K | 0.5% | |
| iShares Russell 2000 Small Cap Index Class K | — | — | — | $131K | 0.5% | |
| American Funds Europacific Growth R6 | — | — | — | $116K | 0.5% | |
| LVIP SSGA Small Cap Index | — | — | — | $103K | 0.4% | |
| Delaware VIP Reit Series | — | — | — | $100K | 0.4% | |
| Lincoln VIP Social Awareness | — | — | — | $95K | 0.4% | |
| Delaware VIP Small Cap Value | — | — | — | $81K | 0.3% | |
| Notes Receivable from Participants | — | — | — | $80K | 0.3% | |
| MFS Value Class R6 | — | — | — | $77K | 0.3% | |
| Neuberger Amt Sustainable Equity | — | — | — | $77K | 0.3% | |
| Invesco Small Cap Value Class R6 | — | — | — | $72K | 0.3% | |
| Principal Real Estate Securities Class R6 | — | — | — | $57K | 0.2% | |
| LVIP Prot Profile Growth | — | — | — | $56K | 0.2% | |
| Invesco Eqv Emerging Markets All Cap | — | — | — | $49K | 0.2% | |
| Yourpath Income Conservative | — | — | — | $49K | 0.2% | |
| Yourpath Income Aggressive | — | — | — | $49K | 0.2% | |
| Delaware VIP Mid Cap Growth | — | — | — | $40K | 0.2% | |
| Lincoln VIP Growth And Income | — | — | — | $37K | 0.2% | |
| T. Rowe Price International Stock | — | — | — | $32K | 0.1% | |
| Janus Aspen Worldwide | — | — | — | $30K | 0.1% | |
| Blackrock Inflation Protected Bond Class K | — | — | — | $28K | 0.1% | |
| Janus Henderson Balanced Class N | — | — | — | $24K | <0.1% | |
| American Funds International | — | — | — | $20K | <0.1% | |
| LVIP Blended Large Cap Growth | — | — | — | $19K | <0.1% | |
| American Century VP Balanced | — | — | — | $17K | <0.1% | |
| Neuberger Berman Sustainable Equity Class R6 | — | — | — | $17K | <0.1% | |
| Alliance Bernstein Large Cap Growth | — | — | — | $15K | <0.1% | |
| LVIP Ssga Global Tactical Allocation | — | — | — | $13K | <0.1% | |
| Lincoln VIP Bond Fund | — | — | — | $8K | <0.1% | |
| LVIP Prot Profile Conservative | — | — | — | $6K | <0.1% | |
| American Funds Global Growth | — | — | — | $6K | <0.1% | |
| Delaware VIP DVRS Income | — | — | — | $5K | <0.1% | |
| Yourpath 2055 Conservative | — | — | — | $5K | <0.1% | |
| Yourpath 2060 Aggressive | — | — | — | $4K | <0.1% | |
| Alliance Bernstein Global Thematic | — | — | — | $2K | <0.1% | |
| LVIP Del Conservative Alloc | — | — | — | $2K | <0.1% | |
| Yourpath 2065 Aggressive | — | — | — | $1K | <0.1% | |
| Yourpath 2050 Conservative | — | — | — | $1K | <0.1% | |
| LVIP Protected Profile 2040 | — | — | — | $517 | <0.1% | |
| LVIP Prot Profile Moderate | — | — | — | $110 | <0.1% | |
| Delaware VIP High Yield Series | — | — | — | $33 | <0.1% | |
| Lincoln National Life Insurance - Stable Value Account | — | — | — | $2 | <0.1% |
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