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Original filing (PDF)20260316141622NAL0001127619001
FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC.
Form 5500
FILING_RECEIVED
FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
139
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
81
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "In-Interest Lessor, or Similar Party (c) Description of Investment Value The Vanguard Group Vanguard Target Retirement 2035 Inv" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC..
Plan sponsor
Name
FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC.
EIN
61-1684239
Address
3035 FANFARE WAY · ALPHARETTA, GA · 30009
Phone
(678) 366-2555
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MARSHALL JONES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
26 direct securities · 1 pooled fund· $3.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.4M
26 holdings
Pooled Separate Account
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| In-Interest Lessor, or Similar Party (c) Description of Investment Value The Vanguard Group Vanguard Target Retirement 2035 Inv | — | — | — | $1.3M | 37.4% | |
| The Vanguard Group Vanguard Target Retirement 2055 Inv | — | — | — | $336K | 9.8% | |
| The Vanguard Group Vanguard Large Cap Index Admiral | — | — | — | $209K | 6.1% | |
| The Vanguard Group Vanguard Target Retirement 2060 Inv | — | — | — | $198K | 5.8% | |
| Fidelity Investments Fidelity 500 Index Institutional Prem | — | — | — | $170K | 4.9% | |
| The Vanguard Group Vanguard Target Retirement 2050 Inv | — | — | — | $153K | 4.5% | |
| The Vanguard Group Vanguard Target Retirement 2020 Inv | — | — | — | $150K | 4.4% | |
| Fidelity Investments Fidelity Advisor Balanced Z | — | — | — | $119K | 3.5% | |
| The Vanguard Group Vanguard Target Retirement 2045 Inv | — | — | — | $114K | 3.3% | |
| The Vanguard Group Vanguard Small Cap Index Adm | — | — | — | $96K | 2.8% | |
| The Vanguard Group Vanguard Target Retirement 2040 Inv | — | — | — | $89K | 2.6% | |
| Pioneer Investments Victory Pioneer Fundamental Growth Fund Class Y | — | — | — | $82K | 2.4% | |
| The Vanguard Group Vanguard Target Retirement 2030 Inv | — | — | — | $77K | 2.2% | |
| Putnam Investments Putnam Large Cap Value Fd CI R6 | — | — | — | $71K | 2.1% | |
| American Funds American Funds EuroPac Growth | — | — | — | $60K | 1.7% | |
| Clearbridge Investments, LLC Clear Bridge Appreciation Fund Class I | — | — | — | $41K | 1.2% | |
| The Vanguard Group Vanguard Mid Cap Index Admiral | — | — | — | $33K | 1.0% | |
| Principal Financial Principal Mid Cap S&P 400 Index Fund Instl | — | — | — | $28K | 0.8% | |
| METLIFE STABLE VALUE GAC 25053 METLIFE · EIN 16-1450952 / PN 000 | Pooled Separate Account | — | — | $24K | 0.7% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I | — | — | — | $23K | 0.7% | |
| The Vanguard Group Vanguard Target Retirement 2025 Inv | — | — | — | $14K | 0.4% | |
| The Vanguard Group Vanguard Short-Term Bond Index Adm | — | — | — | $13K | 0.4% | |
| The Vanguard Group Vanguard Total Bond Market Index Adm | — | — | — | $13K | 0.4% | |
| The Vanguard Group Vanguard Real Estate Index Admiral | — | — | — | $11K | 0.3% | |
| Delaware Investments Macquarie Small Cap Core Fund Instil | — | — | — | $11K | 0.3% | |
| participants through October 2027 | — | — | — | $8K | 0.2% | |
| The Vanguard Group Vanguard Total Intl Stock Index Admiral | — | — | — | $4K | 0.1% |
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