How big is Achievement First, Inc.'s plan?

Achievement First, Inc.'s plan reported $88.2M in assets and 1,869 participants for 2023.

Original filing (PDF)20250411141633NAL0012675235001

Achievement First, Inc.

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

Form 5500

FILING_RECEIVED

Achievement First, Inc. 403(b) Plan

403(b) retirement plan · Achievement First, Inc.'s Achievement First, Inc. 403(b) Plan held $88.2M in plan assets for 1,869 participants in 2023, with Transamerica as recordkeeper.

Signals · 1

6 service providers

Active participants

1,869

Accounts w/ balance

2,418

Plan assets (EOY)

$88.2M

Net assets (EOY)

$88.2M

People on this filing

Ruchika Sharma signed Achievement First, Inc.'s 2023 Form 5500 as plan administrator.

Ruchika Sharma — 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

Achievement First, Inc.'s EIN is 65-1203744.

EIN 65-1203744

Plan number 001

Plan year 2023

ACK ID 20250411141633NAL0012675235001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Achievement First, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

81 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

ACHIEVEMENT FIRST, INC.

EIN

all filings

Address

470 JAMES STREET · SUITE 7 · NEW HAVEN, CT · 06513

Phone

(203) 773-3223

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

2025-04-11

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

Service providers (Schedule C)

6 rows

Recordkeeper

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

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

81 direct securities · 1 pooled fund· $111.5M(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.

Mutual Funds

$52.0M

22 holdings

Other securities

$32.1M

57 holdings

Pooled Separate Account

$26.4M

1 holding

Participant loans

$603K

1 holding

Common Stocks

$486K

1 holding

					% 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%
American Funds	Mutual Funds	—	—	$15.5M	17.5%
American Funds	Mutual Funds	—	—	$13.2M	14.9%
American Funds	Mutual Funds	—	—	$6.2M	7.0%
VALIC	Other securities	—	—	$6.1M	7.0%
VALIC	Other securities	—	—	$5.2M	5.9%
American Funds	Mutual Funds	—	—	$4.6M	5.2%
Vanguard	Mutual Funds	—	—	$2.5M	2.9%
American Century	Other securities	—	—	$2.1M	2.4%
Invesco	Mutual Funds	—	—	$2.0M	2.3%
VALIC	Other securities	—	—	$2.0M	2.2%
Vanguard	Mutual Funds	—	—	$1.5M	1.6%
American Funds	Mutual Funds	—	—	$1.3M	1.5%
Brandywine Global	Other securities	—	—	$1.3M	1.4%
Vanguard	Mutual Funds	—	—	$1.2M	1.4%
American Funds	Mutual Funds	—	—	$1.0M	1.1%
VALIC	Other securities	—	—	$983K	1.1%
VALIC	Other securities	—	—	$957K	1.1%
VALIC	Other securities	—	—	$888K	1.0%
VALIC	Other securities	—	—	$839K	1.0%
VALIC	Other securities	—	—	$755K	0.9%
American Funds	Mutual Funds	—	—	$734K	0.8%
VALIC	Other securities	—	—	$727K	0.8%
VALIC	Other securities	—	—	$626K	0.7%
Vanguard	Mutual Funds	—	—	$606K	0.7%
Participant loans	Participant loans	—	—	$603K	0.7%
VALIC	Other securities	—	—	$601K	0.7%
VALIC	Other securities	—	—	$599K	0.7%
Vanguard	Mutual Funds	—	—	$576K	0.7%
VALIC	Other securities	—	—	$573K	0.6%
VALIC	Other securities	—	—	$565K	0.6%
VALIC	Other securities	—	—	$560K	0.6%
VALIC	Other securities	—	—	$536K	0.6%
Transamerica Financial Life Ins. Co.	Common Stocks	—	—	$486K	0.6%
ClearBridge	Other securities	—	—	$484K	0.5%
VALIC	Other securities	—	—	$439K	0.5%
VALIC	Other securities	—	—	$434K	0.5%
VALIC	Other securities	—	—	$378K	0.4%
VALIC	Other securities	—	—	$349K	0.4%
State Street	Other securities	—	—	$341K	0.4%
VALIC	Other securities	—	—	$330K	0.4%
VALIC	Other securities	—	—	$323K	0.4%
VALIC	Other securities	—	—	$317K	0.4%
Invesco	Mutual Funds	—	—	$311K	0.4%
JP Morgan	Other securities	—	—	$298K	0.3%
VALIC	Other securities	—	—	$276K	0.3%
VALIC	Other securities	—	—	$275K	0.3%
VALIC	Other securities	—	—	$256K	0.3%
Oppenheimer	Mutual Funds	—	—	$248K	0.3%
VALIC	Other securities	—	—	$218K	0.2%