Plan Snapshot
- Plan Sponsor: The American School In London Foundation
- Sponsor EIN: 136258480
- Sponsor Address: P.O. BOX 5910, PRINCETON, NJ, 085435910
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $66.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $66.0M | $1.6M | $1.7M |
| 2023 | 124 | $58.1M | $1.4M | $1.6M |
| 2022 | 122 | $50.3M | $1.4M | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TANAGER WEALTH MANAGEMENT LLP | INVESTMENT MGR | $131,179 | — | $131,179 |
| ALLIANCE BENEFIT GROUP | TPA | $1,875 | $31,699 | $33,574 |
| RILEY & COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY & COMPANY PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,753
- Estimated Expense Ratio: 0.250% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $133,055 | — | $133,055 | — | — |
| 2023 | $110,997 | — | $110,997 | — | — |
| 2022 | $104,485 | — | $104,485 | — | — |