Original filing (PDF)20250919163103NAL0002718833001

BRAILLE INSTITUTE OF AMERICA, INC.

Name: BRAILLE INSTITUTE OF AMERICA, INC. — BRAILLE INSTITUTE OF AMERICA INC TAX SHELTERED 403(B) SAVINGS PLAN, Form 5500 (2024)
Creator: BRAILLE INSTITUTE OF AMERICA, INC.

Form 5500

FILING_RECEIVED

BRAILLE INSTITUTE OF AMERICA INC TAX SHELTERED 403(B) SAVINGS PLAN

403(b) retirement plan

Signals · 1

30% in single holding

Active participants

199

Accounts w/ balance

303

Plan assets (EOY)

$28.2M

Net assets (EOY)

$28.2M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Helping the score

Below-peer total plan cost (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

BRAILLE INSTITUTE OF AMERICA, INC.

EIN

95-1641426

Address

741 N. VERMONT AVE. · LOS ANGELES, CA · 90029

Phone

(323) 663-1111

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

GRANT THORTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$5K	—

Investments

23 direct securities· $28.2M(100% of reported assets)

Other securities

$24.2M

22 holdings

Cash / Money Market

$3.9M

1 holding

					% of plan
Vanguard Institutional Index Fund Inst'l Shares Mutual fund	Other securities	—	—	$8.5M	30.1%
Vanguard Wellington Fund Admiral Shares Mutual fund	Other securities	—	—	$5.1M	18.3%
Vanguard Cash Reserves Federal MM Fund Admiral Shares Money market fund	Cash / Money Market	—	—	$3.9M	14.0%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund	Other securities	—	—	$1.6M	5.8%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual fund	Other securities	—	—	$1.4M	5.1%
Vanguard Target Retirement 2030 Fund Mutual fund	Other securities	—	—	$1.1M	3.8%
Vanguard LifeStrategy Moderate Growth Fund Mutual fund	Other securities	—	—	$838K	3.0%
Vanguard LifeStrategy Growth Fund Mutual fund	Other securities	—	—	$647K	2.3%
Vanguard Target Retirement 2045 Fund Mutual fund	Other securities	—	—	$567K	2.0%
Vanguard Target Retirement 2025 Fund Mutual fund	Other securities	—	—	$535K	1.9%
Vanguard Target Retirement 2020 Fund Mutual fund	Other securities	—	—	$503K	1.8%
Vanguard Target Retirement Income Mutual fund	Other securities	—	—	$460K	1.6%
Vanguard Target Retirement 2040 Fund Mutual fund	Other securities	—	—	$432K	1.5%
Vanguard Target Retirement 2060 Fund Mutual fund	Other securities	—	—	$414K	1.5%
Vanguard Target Retirement 2035 Fund Mutual fund	Other securities	—	—	$391K	1.4%
Vanguard Target Retirement 2050 Fund Mutual fund	Other securities	—	—	$375K	1.3%
Vanguard Target Retirement 2055 Fund Mutual fund	Other securities	—	—	$320K	1.1%
Vanguard LifeStrategy Conservative Growth Fund Mutual fund	Other securities	—	—	$261K	0.9%
Vanguard LifeStrategy Income Fund Mutual fund	Other securities	—	—	$194K	0.7%
Vanguard Extended Market Index Fund Admiral Shares Mutual fund	Other securities	—	—	$193K	0.7%
Vanguard Total International Stock Index Fund Admiral Shr Mutual fund	Other securities	—	—	$159K	0.6%
Vanguard Target Retirement 2065 Fund Mutual fund	Other securities	—	—	$104K	0.4%
Vanguard Target Retirement 2070 Fund Mutual fund	Other securities	—	—	$43K	0.2%