How big is Mutual Fund Directors Forum's plan?

Mutual Fund Directors Forum's plan reported $3.8M in assets and 6 participants for 2024.

Original filing (PDF)20250804084502NAL0000638803001

Mutual Fund Directors Forum

Name: Mutual Fund Directors Forum — Vanguard 403(b) Plan, Form 5500 (2024)
Creator: Mutual Fund Directors Forum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vanguard 403(b) Plan ID 433174 Mutual Fund Directors Forum

403(b) retirement plan · Mutual Fund Directors Forum's Vanguard 403(b) Plan ID 433174 Mutual Fund Directors Forum held $3.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

David Smith signed Mutual Fund Directors Forum's 2024 Form 5500 as plan administrator.

David Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mutual Fund Directors Forum's EIN is 01-0682859.

EIN 01-0682859

Plan number 001

Plan year 2024

ACK ID 20250804084502NAL0000638803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mutual Fund Directors Forum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mutual Fund Directors Forum's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MUTUAL FUND DIRECTORS FORUM.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

MUTUAL FUND DIRECTORS FORUM

DBA

MFDF

EIN

all filings

Address

1501 M ST NW STE 1150 · WASHINGTON, DC · 200051772

Phone

(202) 507-4488

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