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Original filing (PDF)20251014104059NAL0001249315001
ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT
Form 5500
FILING_RECEIVED
ASCD DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
196
Accounts w/ balance
328
Plan assets (EOY)
$52.6M
Net assets (EOY)
$52.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT.
Plan sponsor
Name
ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT
EIN
52-6078980
Address
2800 SHIRLINGTON ROAD · #1001 · ARLINGTON, VA · 22206
Phone
(703) 575-5678
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING INC | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
Investments
40 direct securities · 2 pooled funds· $52.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$51.8M
39 holdings
Pooled Separate Account
$408K
2 holdings
Mutual Funds
$277K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century One Choice In Ret 2035 Fund | — | — | — | $6.8M | 12.9% | |
| VALIC Loan Escrow Account 274 * TIAA Traditional (Nonbenefit-Responsive) Fund | — | — | — | $6.3M | 12.1% | |
| Subaccounts of Variable Annuities * CREF Stock Fund | — | — | — | $5.6M | 10.6% | |
| Fidelity 500 Index Fund | — | — | — | $5.1M | 9.7% | |
| American Century One Choice In Ret 2025 Fund | — | — | — | $3.6M | 6.8% | |
| American Century One Choice In Ret 2040 Fund | — | — | — | $2.9M | 5.6% | |
| American Century One Choice In Ret 2030 Fund | — | — | — | $2.6M | 5.0% | |
| American Century One Choice In Ret 2045 Fund | — | — | — | $2.1M | 4.0% | |
| CREF Social Choice Fund | — | — | — | $2.0M | 3.7% | |
| American Century One Choice In Ret Inv Fund | — | — | — | $1.8M | 3.4% | |
| CREF Growth Fund | — | — | — | $1.5M | 2.9% | |
| Legg Mason Clear Bridge Large Cap Value A | — | — | — | $1.1M | 2.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.0M | 2.0% | |
| CREF Equity Index Fund | — | — | — | $959K | 1.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $956K | 1.8% | |
| MFS Growth R6 Fund | — | — | — | $927K | 1.8% | |
| American Century One Choice In Ret 2050 Fund | — | — | — | $810K | 1.5% | |
| Principal Fixed Income Non-401(a) Account | — | — | — | $795K | 1.5% | |
| Capital Research and Mgmt Co American Funds New Perspective R6 Fund | — | — | — | $616K | 1.2% | |
| CREF Global Equities Fund | — | — | — | $594K | 1.1% | |
| CREF Core Bond | — | — | — | $533K | 1.0% | |
| JP Morgan Investment Management Inc. Mid Cap Equity R6 Fund | — | — | — | $520K | 1.0% | |
| Principal Core Plus Bond Inst Fund | — | — | — | $490K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $357K | 0.7% | |
| CREF Money Market Fund | — | — | — | $348K | 0.7% | |
| Principal Real Estate Securities R6 Fund | — | — | — | $335K | 0.6% | |
| John Hancock International Growth R6 Fund | — | — | — | $331K | 0.6% | |
| Fidelity US Bond Index Fund | Mutual Funds | — | — | $277K | 0.5% | |
| American Century One Choice In Ret 2060 Fund | — | — | — | $272K | 0.5% | |
| Victory Sycamore Est Value R6 Fund | — | — | — | $170K | 0.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% with various maturities - | — | — | — | $157K | 0.3% | |
| American Century One Choice In Ret 2055 Fund | — | — | — | $135K | 0.3% | |
| CREF Inflation-Linked Bond Fund | — | — | — | $123K | 0.2% | |
| Invesco Developing Markets R6 Fund | — | — | — | $99K | 0.2% | |
| Fidelity International Index Fund | — | — | — | $75K | 0.1% | |
| SEPARATE ACCOUNT A VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 010 | Pooled Separate Account | — | — | $51K | <0.1% | |
| VALIC Loan Collateral Account | — | — | — | $38K | <0.1% | |
| Baron Capital Baron Discovery R6 Fund | — | — | — | $26K | <0.1% | |
| Nonbenefit-Responsive Insurance Company Fixed Accounts * TIAA Traditional (Defaulted Loan) Collateral Fund | — | — | — | $15K | <0.1% | |
| VALIC Fixed Account Plus | — | — | — | $15K | <0.1% | |
| Insurance Contracts Fully Benefit-Responsive Insurance Company Fixed Accounts * TIAA Traditional (Benefit-Responsive) Fund | — | — | — | $10K | <0.1% | |
| American Century One Choice In Ret 2065 Fund | — | — | — | $5K | <0.1% |
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