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Sponsor portfolio

THE ASSOCIATION OF BOARDING SCHOOLS

EIN 52-2206491-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
38
1 N PACK SQ STE 301 - ASHEVILLE, NC 288013400828-258-5354
Plans on this EIN
2 filings
#002403b-$1.6M - 17 part#001403b-$1.0M - 21 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • 403(B) TDA PLAN (#002)60%
  • 403(B) DC PLAN (#001)40%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#001)21
  • 403(B) TDA PLAN (#002)17
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE ASSOCIATION OF BOARDING SCHOOLS 403(B) TDA PLAN

403b

Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE ASSOCIATION OF BOARDING SCHOOLS 403(B) DC PLAN

403b

Assets$1.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE ASSOCIATION OF BOARDING SCHOOLS 403(B) TDA PLAN403b$1.6M172025
001THE ASSOCIATION OF BOARDING SCHOOLS 403(B) DC PLAN403b$1.0M212025
Retirement plans
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