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Original filing (PDF)20250411141633NAL0012675235001
ACHIEVEMENT FIRST, INC.
Form 5500
FILING_RECEIVED
ACHIEVEMENT FIRST, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
1,869
Accounts w/ balance
2,418
Plan assets (EOY)
$88.2M
Net assets (EOY)
$88.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 242% above peer band of 16 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACHIEVEMENT FIRST, INC..
Plan sponsor
Name
ACHIEVEMENT FIRST, INC.
EIN
65-1203744
Address
470 JAMES STREET · SUITE 7 · NEW HAVEN, CT · 06513
Phone
(203) 773-3223
Industry
Educational Servicessee all
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
2025-04-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $371K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | RECORD KEEPER | $30K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS FINANCIAL | — | HOLBROOK, NY | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGII PENSION SERVICES, LLC | 26-2480211 | — | TPA | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHN REZNICK, LLP | 22-1478099 | — | AUDITOR | $49K | — |
Investments
1 pooled fund· $26.4M(30% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO. VARIABLE ANNUITY LIFE INSURANCE CO. (VALIC) · EIN 74-1625348 / PN 000 | Pooled Separate Account | $26.4M | 29.9% |
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