Original filing (PDF)20251014104059NAL0001249315001

Association for Supervision and Curriculum Development

Name: Association for Supervision and Curriculum Development — Form 5500 Plan 001 (2024)
Creator: Association for Supervision and Curriculum Development
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ASCD Defined Contribution Plan

403(b) retirement plan · Association for Supervision and Curriculum Development's ASCD Defined Contribution Plan held $52.6M in plan assets for 196 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late participant contributionsNon-clean audit opinion

Active participants

196

Accounts w/ balance

328

Plan assets (EOY)

$52.6M

Net assets (EOY)

$52.6M

People on this filing

JOAN Wilson signed Association for Supervision and Curriculum Development's 2024 Form 5500 as plan administrator.

JOAN Wilson — 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

Association for Supervision and Curriculum Development's EIN is 52-6078980.

EIN 52-6078980

Plan number 001

Plan year 2024

ACK ID 20251014104059NAL0001249315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Association for Supervision and Curriculum Development from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Association for Supervision and Curriculum Development's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT.

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How this plan invests

This plan

2 pooled trusts

Schedule D

40 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) — 45K (3% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT

EIN

all filings

Address

2800 SHIRLINGTON ROAD · #1001 · ARLINGTON, VA · 22206

Phone

(703) 575-5678

Industry

Other Services (ex. Public Admin)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$105K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING INC	43-1270780	—	INVESTMENT ADVISORY	$0	—

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.

Other securities

$24.4M

19 holdings

Mutual Funds

$19.0M

14 holdings

Common Collective Trusts

$8.1M

5 holdings

Common Stocks

$520K

1 holding

Pooled Separate Account

$408K

2 holdings

Bonds / Notes

$157K

1 holding

					% of plan
American Century One Choice In Ret 2035 Fund	Other securities	—	—	$6.8M	12.9%
VALIC Loan Escrow Account 274 * TIAA Traditional (Nonbenefit-Responsive) Fund	Mutual Funds	—	—	$6.3M	12.1%
Subaccounts of Variable Annuities * CREF Stock Fund	Mutual Funds	—	—	$5.6M	10.6%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.1M	9.7%
American Century One Choice In Ret 2025 Fund	Other securities	—	—	$3.6M	6.8%
American Century One Choice In Ret 2040 Fund	Other securities	—	—	$2.9M	5.6%
American Century One Choice In Ret 2030 Fund	Other securities	—	—	$2.6M	5.0%
American Century One Choice In Ret 2045 Fund	Other securities	—	—	$2.1M	4.0%
CREF Social Choice Fund	Mutual Funds	—	—	$2.0M	3.7%
American Century One Choice In Ret Inv Fund	Other securities	—	—	$1.8M	3.4%
CREF Growth Fund	Mutual Funds	—	—	$1.5M	2.9%
Legg Mason Clear Bridge Large Cap Value A	Other securities	—	—	$1.1M	2.1%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.0M	2.0%
CREF Equity Index Fund	Common Collective Trusts	—	—	$959K	1.8%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$956K	1.8%
MFS Growth R6 Fund	Mutual Funds	—	—	$927K	1.8%
American Century One Choice In Ret 2050 Fund	Other securities	—	—	$810K	1.5%
Principal Fixed Income Non-401(a) Account	Other securities	—	—	$795K	1.5%
Capital Research and Mgmt Co American Funds New Perspective R6 Fund	Mutual Funds	—	—	$616K	1.2%
CREF Global Equities Fund	Mutual Funds	—	—	$594K	1.1%
CREF Core Bond	Mutual Funds	—	—	$533K	1.0%
JP Morgan Investment Management Inc. Mid Cap Equity R6 Fund	Common Stocks	—	—	$520K	1.0%
Principal Core Plus Bond Inst Fund	Other securities	—	—	$490K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$357K	0.7%
CREF Money Market Fund	Mutual Funds	—	—	$348K	0.7%
Principal Real Estate Securities R6 Fund	Other securities	—	—	$335K	0.6%
John Hancock International Growth R6 Fund	Other securities	—	—	$331K	0.6%
Fidelity US Bond Index Fund	Mutual Funds	—	—	$277K	0.5%
American Century One Choice In Ret 2060 Fund	Other securities	—	—	$272K	0.5%
Victory Sycamore Est Value R6 Fund	Other securities	—	—	$170K	0.3%
Participants Participant Loans Rates from 4.25% to 9.50% with various maturities -	Bonds / Notes	—	—	$157K	0.3%
American Century One Choice In Ret 2055 Fund	Other securities	—	—	$135K	0.3%
CREF Inflation-Linked Bond Fund	Mutual Funds	—	—	$123K	0.2%
Invesco Developing Markets R6 Fund	Mutual Funds	—	—	$99K	0.2%
Fidelity International Index Fund	Common Collective Trusts	—	—	$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	Other securities	—	—	$38K	<0.1%
Baron Capital Baron Discovery R6 Fund	Other securities	—	—	$26K	<0.1%
Nonbenefit-Responsive Insurance Company Fixed Accounts * TIAA Traditional (Defaulted Loan) Collateral Fund	Mutual Funds	—	—	$15K	<0.1%
VALIC Fixed Account Plus	Other securities	—	—	$15K	<0.1%
Insurance Contracts Fully Benefit-Responsive Insurance Company Fixed Accounts * TIAA Traditional (Benefit-Responsive) Fund	Mutual Funds	—	—	$10K	<0.1%
American Century One Choice In Ret 2065 Fund	Other securities	—	—	$5K	<0.1%