# The American School In London Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-american-school-in-london-foundation-401k-plan

> The American School In London Foundation's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/riley-and-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|—|—|

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