How big is J127 Education Foundation's plan?

J127 Education Foundation's plan reported $6.5M in assets and 245 participants for 2024.

Original filing (PDF)20250925083211NAL0018947682001

J127 Education Foundation

Name: J127 Education Foundation — J127 Education, Form 5500 (2024)
Creator: J127 Education Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J127 Education Foundation 403(b) Thrift Plan

401(k) retirement plan · J127 Education Foundation's J127 Education Foundation 403(b) Thrift Plan held $6.5M in plan assets for 245 participants in 2024, with Ascensus as recordkeeper.

Active participants

245

Accounts w/ balance

144

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

J127 Education Foundation's EIN is 54-1371815.

EIN 54-1371815

Plan number 001

Plan year 2024

ACK ID 20250925083211NAL0018947682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J127 Education Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J127 Education Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J127 EDUCATION FOUNDATION.

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How this plan invests

This plan

63 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

J127 EDUCATION FOUNDATION

EIN

all filings

Address

9211 ARLINGTON BLVD · FAIRFAX, VA · 220312501

Phone

(703) 273-8000

Industry

Educational Services

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	RECORD KEEPER	$12K	—
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$1K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ATLANTIC PENSION SERVICES

Investments

63 direct securities· $6.5M(99% of reported assets)

Mutual Funds

$5.1M

34 holdings

Common Collective Trusts

$792K

4 holdings

Common Stocks

$279K

16 holdings

Other securities

$139K

5 holdings

Pooled Separate Accounts

$131K

2 holdings

Bonds / Notes

$28K

1 holding

Cash / Money Market

$5K

1 holding

					% of plan
Investments Registered Investment Companies * Vanguard Target Retirement 2030	Mutual Funds	—	—	$1.1M	16.8%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$600K	9.2%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$514K	7.9%
iShares S&P 500 Index	Common Collective Trusts	—	—	$463K	7.1%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$460K	7.1%
Vanguard Mid-Cap Value Index	Mutual Funds	—	—	$428K	6.6%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$351K	5.4%
Vanguard Total Stock Market Index	Common Collective Trusts	—	—	$223K	3.4%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$206K	3.2%
Vanguard Equity Income	Mutual Funds	—	—	$178K	2.7%
DFA U.S. Vector Equity	Mutual Funds	—	—	$152K	2.3%
Insurance Company Separate Accounts * Lincoln National Life Insurance Company Fidelity VIP Growth	Pooled Separate Accounts	—	—	$129K	2.0%
Vanguard Growth Index	Mutual Funds	—	—	$119K	1.8%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$103K	1.6%
FBR Insurance Annuity Contract * Lincoln National Life Insurance Company Fixed Account	Common Stocks	—	—	$101K	1.6%
Lincoln National Life Insurance Company LVIP SSGA S&P 500 Index	Common Collective Trusts	—	—	$99K	1.5%
Vanguard Total International Stock Index	Mutual Funds	—	—	$95K	1.5%
Vanguard Information Technology Index	Mutual Funds	—	—	$91K	1.4%
Vanguard LifeStrategy Moderate Growth	Mutual Funds	—	—	$88K	1.4%
Lincoln National Life Insurance Company American Funds Growth	Mutual Funds	—	—	$78K	1.2%
Vanguard Industrials Index	Mutual Funds	—	—	$59K	0.9%
Lincoln National Life Insurance Company Fidelity VIP Contrafund	Mutual Funds	—	—	$56K	0.9%
Vanguard Total Bond Market Index	Mutual Funds	—	—	$53K	0.8%
Lincoln National Life Insurance Company American Funds Global Growth	Mutual Funds	—	—	$47K	0.7%
Lincoln National Life Insurance Company LVIP T. Rowe Price 2040	Common Stocks	—	—	$43K	0.7%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$43K	0.7%
Principal Blue Chip	Other securities	—	—	$40K	0.6%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$35K	0.5%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$32K	0.5%
Vanguard LifeStrategy Income	Mutual Funds	—	—	$32K	0.5%
Lincoln National Life Insurance Company LVIP Mondrian International Value	Common Stocks	—	—	$30K	0.5%
Vanguard Real Estate Index	Mutual Funds	—	—	$28K	0.4%
Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% -0-	Bonds / Notes	—	—	$28K	0.4%
Victory Pioneer Strategic Income	Other securities	—	—	$27K	0.4%
Lincoln National Life Insurance Company LVIP T. Rowe Price 2050	Common Stocks	—	—	$27K	0.4%
Macquarie Small Cap Core	Other securities	—	—	$27K	0.4%
Morgan Stanley Institutional Global Opportunities	Other securities	—	—	$26K	0.4%
Lincoln National Life Insurance Company American Funds Growth - Income	Mutual Funds	—	—	$24K	0.4%
Vanguard Health Care	Mutual Funds	—	—	$23K	0.4%
Vanguard Small-Cap Growth Index	Mutual Funds	—	—	$22K	0.3%
Lincoln National Life Insurance Company LVIP T. Rowe Price Structured Mid-Cap Growth	Common Stocks	—	—	$18K	0.3%
American Funds American Mutual	Mutual Funds	—	—	$18K	0.3%
Standard Stable Asset	Other securities	—	—	$18K	0.3%
Lincoln National Life Insurance Company BlackRock Global Allocation	Common Stocks	—	—	$14K	0.2%
Vanguard Financials Index	Mutual Funds	—	—	$13K	0.2%
Vanguard LifeStrategy Conservative Growth	Mutual Funds	—	—	$11K	0.2%
Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity 1	Mutual Funds	—	—	$10K	0.2%
iShares Russell 2000 Small Cap Index	Common Collective Trusts	—	—	$9K	0.1%
Lincoln National Life Insurance Company Macquarie Small Cap Value	Common Stocks	—	—	$8K	0.1%
Lincoln National Life Insurance Company American Funds International	Mutual Funds	—	—	$8K	0.1%