Original filing (PDF)20251013121933NAL0001201457001

AMERICAN DIABETES ASSOCIATION

Name: AMERICAN DIABETES ASSOCIATION — AMERICAN DIABETES ASSOCIATION 401(A) RETIREMENT PLAN, Form 5500 (2024)
Creator: AMERICAN DIABETES ASSOCIATION

Form 5500

FILING_RECEIVED

AMERICAN DIABETES ASSOCIATION 401(A) RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

1 failed disclosure

Active participants

431

Accounts w/ balance

487

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN DIABETES ASSOCIATION.

Plan sponsor

Name

AMERICAN DIABETES ASSOCIATION

EIN

13-1623888

Address

2451 CRYSTAL DRIVE · SUITE 900 · ARLINGTON, VA · 22202

Phone

(703) 549-1500

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BDO USA, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISOR, INC.	04-2654524	—	ADVISOR	$3K	—

Accountant / Auditor

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

36 direct securities· $20.3M(100% of reported assets)

Other securities

$14.2M

33 holdings

Mutual Funds

$3.5M

1 holding

Cash / Money Market

$2.4M

1 holding

Bonds / Notes

$178K

1 holding

					% of plan
s * Fidelity Contrafund Fund Class K	Mutual Funds	—	—	$3.5M	17.3%
Money Market Fund Federated Hermes Govt Obl Premier	Cash / Money Market	—	—	$2.4M	11.9%
Fidelity 500 Index Fund	Other securities	—	—	$1.7M	8.3%
Fidelity Freedom K 2030 Fund	Other securities	—	—	$1.3M	6.7%
Fidelity Freedom K Income Fund	Other securities	—	—	$1.3M	6.6%
Fidelity Freedom K 2035 Fund	Other securities	—	—	$1.3M	6.5%
Fidelity Freedom K 2045 Fund	Other securities	—	—	$1.0M	5.2%
Fidelity Freedom K 2040 Fund	Other securities	—	—	$984K	4.9%
Fidelity Freedom K 2050 Fund	Other securities	—	—	$719K	3.5%
Baron Capital Growth Fund Institutional	Other securities	—	—	$677K	3.3%
Loomis Core Bond	Other securities	—	—	$586K	2.9%
Nationwide Geneva Small Cap Growth Fund Institutional Service Class	Other securities	—	—	$404K	2.0%
Columbia Dividend Income Fund Institutional 3 Class	Other securities	—	—	$368K	1.8%
Fidelity Freedom K 2025 Fund	Other securities	—	—	$359K	1.8%
AMG TimesSquare Mid Cap Growth Fund Class Z	Other securities	—	—	$359K	1.8%
Parnassus Investments Core Equity Investor IV	Other securities	—	—	$349K	1.7%
Fidelity Diversified International Fund Class K	Other securities	—	—	$289K	1.4%
Federated Hermes Total Return Bond Fund Class R6	Other securities	—	—	$259K	1.3%
Fidelity Freedom K 2055 Fund	Other securities	—	—	$210K	1.0%
Fidelity Low-Priced Stock Fund Class K	Other securities	—	—	$209K	1.0%
Fidelity Short Term Bond	Other securities	—	—	$200K	1.0%
Harbor Capital Appreciation Fund Institutional Class	Other securities	—	—	$199K	1.0%
GQG Partners Emerging Markets Equity Fund R6	Other securities	—	—	$185K	0.9%
Participant loans Rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$178K	0.9%
Fidelity Freedom K 2020 Fund	Other securities	—	—	$168K	0.8%
Allspring Special Mid Cap Value Fund Institutional Class	Other securities	—	—	$153K	0.8%
Fidelity Freedom K 2010 Fund	Other securities	—	—	$132K	0.7%
Fidelity Real Estate Investment Fund	Other securities	—	—	$107K	0.5%
ClearBridge International Growth Fund Class IS	Other securities	—	—	$106K	0.5%
Fidelity Freedom K 2015 Fund	Other securities	—	—	$104K	0.5%
American Beacon Small Cap Value Fund Class R5	Other securities	—	—	$102K	0.5%
Oakmark Equity and Income Fund – Class I	Other securities	—	—	$73K	0.4%
American Beacon Small Cap Growth Advantage	Other securities	—	—	$41K	0.2%
Fidelity Freedom K 2060 Fund	Other securities	—	—	$31K	0.2%
PIMCO International Bond Fund – Institutional Class	Other securities	—	—	$29K	0.1%
Fidelity Freedom K 2065 Fund	Other securities	—	—	$13K	<0.1%