Back to filter
Original filing (PDF)20250730120329NAL0001902947001
ROBINSON SCHOOL, INC.
Form 5500
FILING_RECEIVED
ROBINSON SCHOOL , INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
160
Accounts w/ balance
134
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD 500 INDEX ADMIRAL" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINSON SCHOOL, INC..
Plan sponsor
Name
ROBINSON SCHOOL, INC.
EIN
66-0367053
Address
5 NAIRN STREET · SAN JUAN, PR · 00907
Phone
(787) 728-6767
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
TORRES, HERNANDEZ & PUNTER, CPA, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COSULTIVA INTERNATIONAL, INC | — | GUAYNABO, PR | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A & A EMPLOYEE BENEFITS CONSULTING | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
18 direct securities· $6.9M(98% of reported assets)
Mutual Funds
$6.1M
16 holdings
Uncategorized
$800K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | Mutual Funds | — | — | $2.2M | 31.7% | |
| COLUMBIA CONTRARIAN CORE | Mutual Funds | — | — | $1.7M | 24.1% | |
| Fixed Anuity KEY GUARANTEED PORTFOLIO | — | — | — | $777K | 11.1% | |
| COLUMBIA MID CAP VALUE | Mutual Funds | — | — | $375K | 5.4% | |
| BROWN ADVISORY WINSLOWSUSTAINABILIT | Mutual Funds | — | — | $295K | 4.2% | |
| VANGUARD TOTAL INTERNATIONAL STOCK | Mutual Funds | — | — | $277K | 4.0% | |
| MAINSTAY CBRE REAL ESTATE | Mutual Funds | — | — | $195K | 2.8% | |
| AMERICAN FUNDS AMERICAN BALANCED | Mutual Funds | — | — | $195K | 2.8% | |
| AMERICAN FUNDS US GOV SEC | Mutual Funds | — | — | $166K | 2.4% | |
| AMERICAN FUNDS CAP WORLD GROWTH AND | Mutual Funds | — | — | $141K | 2.0% | |
| BLACKROCK NATURAL RESOURCES INV | Mutual Funds | — | — | $118K | 1.7% | |
| VIRTUS SEIX HIGH INCOME | Mutual Funds | — | — | $94K | 1.3% | |
| AMERICAN FUNDS NEW WORLD | Mutual Funds | — | — | $87K | 1.3% | |
| AMERICAN FUNDS SMALL CAP WORLD | Mutual Funds | — | — | $71K | 1.0% | |
| PIMCO GLOBAL ADVANTAGE STRAT BD | Mutual Funds | — | — | $68K | 1.0% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI | Mutual Funds | — | — | $45K | 0.6% | |
| BLACKROCK 8020 TARGET ALLOC | Mutual Funds | — | — | $28K | 0.4% | |
| FORFEITURE SUSPENSE ACCOUNT | — | — | — | $23K | 0.3% |