How big is American Learning Systems, Inc.'s plan?

American Learning Systems, Inc.'s plan reported $42.8M in assets and 851 participants for 2023.

Original filing (PDF)20250409114705NAL0010865043001

American Learning Systems, Inc.

Name: American Learning Systems, Inc. — American Learning, Form 5500 (2023)
Creator: American Learning Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

American Learning Systems Savings Plan

401(k) retirement plan · American Learning Systems, Inc.'s American Learning Systems Savings Plan held $42.8M in plan assets for 851 participants in 2023, with Ascensus as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

851

Accounts w/ balance

1,019

Plan assets (EOY)

$42.8M

Net assets (EOY)

$42.8M

People on this filing

AURA Rodriguez signed American Learning Systems, Inc.'s 2023 Form 5500 as plan administrator.

AURA Rodriguez — 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

American Learning Systems, Inc.'s EIN is 59-1235428.

EIN 59-1235428

Plan number 001

Plan year 2023

ACK ID 20250409114705NAL0010865043001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for American Learning Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

American Learning Systems, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN LEARNING SYSTEMS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

59 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

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

AMERICAN LEARNING SYSTEMS, INC.

EIN

all filings

Address

12200 W BROWARD BOULEVARD · PLANTATION, FL · 33325

Phone

(954) 472-0022

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$95K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$41K	—

Investments

59 direct securities · 1 pooled fund· $46.0M(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

$18.0M

24 holdings

Mutual Funds

$17.1M

32 holdings

Common Collective Trusts

$7.3M

2 holdings

Common Collective Trust

$3.1M

1 holding

Participant loans

$426K

1 holding

					% of plan
iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$5.1M	11.9%
GM Lord Abbett Income R6 Lord Abbett 0	Mutual Funds	—	—	$4.3M	9.9%
GM Lazard International Strategic Eq R6 Lazard 0	Other securities	—	—	$3.8M	8.8%
FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$3.1M	7.3%
GM Columbia Quality Income Instl 3 Columbia 0	Other securities	—	—	$2.5M	5.9%
GM iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$2.2M	5.2%
Federated Hermes Capital Pres IS Federated 0	Other securities	—	—	$2.2M	5.1%
GM Invesco Comstock R6 Invesco 0	Mutual Funds	—	—	$2.0M	4.8%
GM Columbia Mid Cap Index I3 Columbia 0	Other securities	—	—	$1.6M	3.7%
GM Touchstone Dividend Equity Y Touchstone 0	Other securities	—	—	$1.4M	3.3%
GM American Funds New World R6 American Funds 0	Mutual Funds	—	—	$1.2M	2.9%
GM MFS Massachusetts Investors Gr Stk R6 MFS 0	Mutual Funds	—	—	$1.2M	2.9%
GM American Funds Capital World Bond R6 American Funds 0	Mutual Funds	—	—	$1.2M	2.7%
Fidelity Freedom Index 2035 Instl Prem Fidelity 0	Mutual Funds	—	—	$1.1M	2.5%
GM American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$993K	2.3%
GM Eaton Vance Atlanta Cap SMID-Cap Eaton Vance 0	Other securities	—	—	$974K	2.3%
American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$952K	2.2%
GM Federated Hermes Capital Pres IS Federated 0	Other securities	—	—	$921K	2.2%
GM Columbia Small Cap Index I3 Columbia 0	Other securities	—	—	$888K	2.1%
GM NYLI CBRE Real Estate R6 NYLI CBRE 0	Other securities	—	—	$859K	2.0%
GM PIMCO CommoditiesPLUS Strategy Instl PIMCO 0	Mutual Funds	—	—	$787K	1.8%
Invesco Comstock R6 Invesco 0	Mutual Funds	—	—	$449K	1.0%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$426K	1.0%
Fidelity Freedom Index 2045 Instl Prem Fidelity 0	Mutual Funds	—	—	$413K	1.0%
American Funds AMCAP R6 American Funds 0	Mutual Funds	—	—	$408K	1.0%
Columbia Mid Cap Index I3 Columbia 0	Other securities	—	—	$353K	0.8%
GM ClearBridge Small Cap Growth IS Legg Mason 0	Other securities	—	—	$317K	0.7%
Loomis Sayles Invmt Grade Bond N Loomis Sayles 0	Other securities	—	—	$306K	0.7%
GM Carillon Eagle Small Cap Growth R6 Carillon 0	Other securities	—	—	$285K	0.7%
Fidelity Freedom Index 2050 Instl Prem Fidelity 0	Mutual Funds	—	—	$259K	0.6%
MFS Massachusetts Investors Gr Stk R6 MFS 0	Mutual Funds	—	—	$256K	0.6%
Macquarie Mid Cap Growth R6 Macquarie 0	Other securities	—	—	$229K	0.5%
Davis New York Venture Y Davis 0	Other securities	—	—	$218K	0.5%
Lazard International Strategic Eq R6 Lazard 0	Other securities	—	—	$192K	0.4%
American Funds Global Balanced R6 American Funds 0	Mutual Funds	—	—	$190K	0.4%
ClearBridge Small Cap Growth IS Legg Mason 0	Other securities	—	—	$166K	0.4%
Eaton Vance Atlanta Cap SMID-Cap R6 Eaton Vance 0	Other securities	—	—	$163K	0.4%
Fidelity Advisor Limited Term Bond Z Fidelity 0	Mutual Funds	—	—	$161K	0.4%
Touchstone Dividend Equity Y Touchstone 0	Other securities	—	—	$161K	0.4%
Fidelity Freedom Index 2055 Instl Prem Fidelity 0	Mutual Funds	—	—	$159K	0.4%
PIMCO CommoditiesPLUS Strategy Instl PIMCO 0	Mutual Funds	—	—	$158K	0.4%
Columbia Small Cap Index I3 Columbia 0	Other securities	—	—	$158K	0.4%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$111K	0.3%
American Funds Capital World Bond R6 American Funds 0	Mutual Funds	—	—	$109K	0.3%
Fidelity Freedom Index 2040 Instl Prem Fidelity 0	Mutual Funds	—	—	$103K	0.2%
American Funds Fundamental Inv R6 American Funds 0	Mutual Funds	—	—	$102K	0.2%
American Funds Inc Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$96K	0.2%
Carillon Eagle Small Cap Growth R6 Carillon 0	Other securities	—	—	$91K	0.2%
Fidelity Freedom Index 2025 Instl Prem Fidelity 0	Mutual Funds	—	—	$89K	0.2%
NYLI CBRE Real Estate R6 NYLI CBRE 0	Other securities	—	—	$87K	0.2%