Back to filter
Original filing (PDF)20250804084502NAL0000638803001
MUTUAL FUND DIRECTORS FORUM
Form 5500-SF
FILING_RECEIVED
VANGUARD 403(B) PLAN ID 433174 MUTUAL FUND DIRECTORS FORUM
403(b) retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUTUAL FUND DIRECTORS FORUM.
Plan sponsor
Name
MUTUAL FUND DIRECTORS FORUM
DBA
MFDF
EIN
01-0682859
Address
1501 M ST NW STE 1150 · WASHINGTON, DC · 200051772
Phone
(202) 507-4488
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
CHC CREATING HEALTHIER COMMUNITIES
CHC CREATING HEALTHIER COMMUNITIES 403(B) DC PLAN
$3.8M · 22 participants
PHI DELTA KAPPA, INC.
PHI DELTA KAPPA, INC. 403(B) PLAN - #1 - DC
$3.8M · 23 participants
SUMMIT MINISTRIES INC
SUMMIT MINISTRIES 401(K) PLAN
$3.8M · 54 participants
PASADENA COMMUNITY FOUNDATION
PASADENA COMMUNITY FOUNDATION 403(B) PLAN
$3.8M · 9 participants
BOSTON BIOSTATISTICS RESEARCH FOUNDATION, INC.
BOSTON BIOSTATISTICS RESEACH FOUNDATION INC
$3.8M · 3 participants
NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.
NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS 401(K) PLAN
$3.8M · 6 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants