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Original filing (PDF)20251007171612NAL0002843619001
AMERICAN CANCER SOCIETY, INC.
Form 5500
FILING_RECEIVED
AMERICAN CANCER SOCIETY 403(B) PLAN
403(b) retirement plan
Active participants
2,783
Accounts w/ balance
6,332
Plan assets (EOY)
$425.5M
Net assets (EOY)
$425.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN CANCER SOCIETY, INC..
Plan sponsor
Name
AMERICAN CANCER SOCIETY, INC.
EIN
13-1788491
Address
270 PEACHTREE ST NW · SUITE 1300 · ATLANTA, GA · 303031246
Phone
(800) 227-2345
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $320K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWIT INVESTMENT CONSULTING, IN | 36-2235791 | — | INVESTMENT ADVISOR | $76K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT CPAS AND ADVISORS | 45-4084437 | — | AUDITOR | $33K | — |
Investments
32 direct securities · 1 pooled fund· $425.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$425.0M
32 holdings
Pooled Separate Account
$115K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET RETIREMENT 2035 K | — | — | — | $54.1M | 12.7% | |
| STATE STREET RETIREMENT 2040 K | — | — | — | $49.8M | 11.7% | |
| STATE STREET RETIREMENT 2045 K | — | — | — | $47.0M | 11.0% | |
| STATE STREET RETIREMENT 2050 K | — | — | — | $45.4M | 10.7% | |
| VANGUARD INSTITUTIONAL INDEX I | — | — | — | $38.2M | 9.0% | |
| STATE STREET RETIREMENT 2030 K | — | — | — | $32.4M | 7.6% | |
| STATE STREET RETIREMENT 2055 K | — | — | — | $27.1M | 6.4% | |
| PARNASSUS CORE EQUITY INSTL | — | — | — | $26.5M | 6.2% | |
| STATE STREET RETIREMENT 2025 K | — | — | — | $22.0M | 5.2% | |
| BOSTON TRUST SMID CAP | — | — | — | $14.1M | 3.3% | |
| STATE STREET RETIREMENT 2060 K | — | — | — | $9.9M | 2.3% | |
| STATE STREET RETIREMENT 2020 K | — | — | — | $9.4M | 2.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 | — | — | — | $8.1M | 1.9% | |
| TRANSAMERICA FINANCIAL LIFE INSURANCE CO. | — | — | — | $8.0M | 1.9% | |
| VANGUARD EXTENDED MARKET | — | — | — | $6.6M | 1.6% | |
| STATE STREET RETIREMENT K | — | — | — | $5.3M | 1.3% | |
| BAIRD CORE PLUS BOND INST | — | — | — | $4.8M | 1.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $3.4M | 0.8% | |
| Participant Loans Interest rate 4.25% to 9.50% with various maturities -0- | — | — | — | $3.4M | 0.8% | |
| VANGUARD BOND MARKET INDEX | — | — | — | $2.9M | 0.7% | |
| CREF STOCK | — | — | — | $1.6M | 0.4% | |
| CREF GROWTH | — | — | — | $1.3M | 0.3% | |
| CREF EQUITY INDEX | — | — | — | $844K | 0.2% | |
| STATE STREET RETIREMENT 2065 K | — | — | — | $777K | 0.2% | |
| CREF GLOBAL EQUITIES | — | — | — | $750K | 0.2% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE | — | — | — | $417K | <0.1% | |
| FIDELITY MUTUAL FUNDS | — | — | — | $149K | <0.1% | |
| CREF SOCIAL CHOICE | — | — | — | $139K | <0.1% | |
| CREF MONEY MARKET | — | — | — | $132K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $115K | <0.1% | |
| CREF BOND MARKET | — | — | — | $113K | <0.1% | |
| STATE STREET INSTITUTIONAL US GOVT MONEY MARKET | — | — | — | $72K | <0.1% | |
| CREF INFLATION-LINKED BOND | — | — | — | $66K | <0.1% |