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Original filing (PDF)20260121141319NAL0003490081001
ATLANTA SPEECH SCHOOL, INC.
Form 5500
FILING_RECEIVED
ATLANTA SPEECH SCHOOL, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 2.2 moNo recordkeeper disclosed
Active participants
240
Accounts w/ balance
362
Plan assets (EOY)
$35.9M
Net assets (EOY)
$35.9M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
91
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLANTA SPEECH SCHOOL, INC..
Plan sponsor
Name
ATLANTA SPEECH SCHOOL, INC.
EIN
58-0566198
Address
3160 NORTHSIDE PARKWAY, NW · ATLANTA, GA · 303271555
Phone
(404) 233-5332
Industry
Educational Servicessee 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
2026-01-21
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)
Audit & trust (Schedule H)
Auditor
JONES AND KOLB
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $59K | — |
| NFP | 33-0905143 | — | SERVICE PROVIDER | $36K | — |
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | SERVICE PROVIDER | $108 | — |
Investments
44 direct securities · 1 pooled fund· $41.2M(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
$40.2M
44 holdings
Pooled Separate Account
$952K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R! Registered Investment Company | — | — | — | $5.4M | 15.1% | |
| TIAA Gernal Account Contract Insurance Company General Account | — | — | — | $5.1M | 14.3% | |
| Unallocated contracts * TIAA-CREF TIAA Traditional Non Benefit Responsive | — | — | — | $4.7M | 13.1% | |
| TIAA-CREF CREF Growth R1 | — | — | — | $2.9M | 8.2% | |
| American Funds American Funds 2045 T Date R6 | — | — | — | $2.7M | 7.7% | |
| TIAA-CREF CREF Equity Index R1 | — | — | — | $2.6M | 7.2% | |
| American Funds American Funds 2040 T Date R6 | — | — | — | $2.0M | 5.6% | |
| TIAA-CREF CREF Global Equities R1 | — | — | — | $1.8M | 5.0% | |
| American Funds American Funds 2030 T Date R6 | — | — | — | $1.4M | 3.9% | |
| American Funds American Funds 2050 T Date R6 | — | — | — | $1.4M | 3.9% | |
| American Funds American Funds 2055 T Date R6 | — | — | — | $1.4M | 3.8% | |
| BlackRock iShares S&P 500 Index Fund K | — | — | — | $1.2M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $952K | 2.7% | |
| American Funds American Funds 2025 T Date R6 | — | — | — | $903K | 2.5% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $855K | 2.4% | |
| American Funds American Funds 2060 T Date R6 | — | — | — | $720K | 2.0% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $616K | 1.7% | |
| American Funds American Funds 2015 T Date R6 | — | — | — | $571K | 1.6% | |
| PIMCO Income Fund Ins | — | — | — | $472K | 1.3% | |
| TIAA-CREF CREF Money Market R1 | — | — | — | $385K | 1.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $370K | 1.0% | |
| American Funds American Funds 2010 T Date R6 | — | — | — | $341K | 1.0% | |
| American Funds American Funds 2020 T Date R6 | — | — | — | $313K | 0.9% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $265K | 0.7% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | — | — | — | $261K | 0.7% | |
| Loan Fund Participant Loans - Rates 4.25% to 9.50% | — | — | — | $219K | 0.6% | |
| Notes receivable from participants - 4.25% to 9.50% | — | — | — | $219K | 0.6% | |
| Hartford Funds Hartfd Intl Opport Fd R6 | — | — | — | $131K | 0.4% | |
| Putnam Investments Putnam Lrg Cp Val Fd - Cl R6 | — | — | — | $123K | 0.3% | |
| TIAA-CREF CREF Social Choice R1 | — | — | — | $118K | 0.3% | |
| American Funds American Funds 2065 T Date R6 | — | — | — | $108K | 0.3% | |
| BlackRock iShares Russell 2000 SmCp In K | — | — | — | $83K | 0.2% | |
| VOYA Fixed Plus Account III | — | — | — | $81K | 0.2% | |
| BlackRock iShares Russell Mid-Cap Idx K | — | — | — | $72K | 0.2% | |
| Goldman Sachs Gldmn Sachs SmMd Cap Grw Fd R6 | — | — | — | $63K | 0.2% | |
| MFS Mid Cap Growth Fd R6 | — | — | — | $51K | 0.1% | |
| All Spring Allspg Spec SmCp Vl Fd R6 | — | — | — | $39K | 0.1% | |
| BlackRock iShares MSCI EAFE Index Fnd K | — | — | — | $29K | <0.1% | |
| American Century AmCen Mid Cap Value Fund R6 | — | — | — | $28K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $23K | <0.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $19K | <0.1% | |
| American Funds Harbor Core Bond Fund Ret | — | — | — | $14K | <0.1% | |
| TIAA-CREF TIAA Stable Value | — | — | — | $14K | <0.1% | |
| Nuveen Real Estate Nuveen Real Estate Sec Fnd R6 | — | — | — | $12K | <0.1% | |
| American Funds AB Small Cap Grw Port Z | — | — | — | $6K | <0.1% |