Original filing (PDF)20250729065555NAL0001393603001

Paralyzed Veterans of America

Name: Paralyzed Veterans of America — Paralyzed Veterans, Form 5500 (2024)
Creator: Paralyzed Veterans of America
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Paralyzed Veterans of America - Incentive Savings Plan

401(k) retirement plan · Paralyzed Veterans of America's Paralyzed Veterans of America - Incentive Savings Plan held $50.6M in plan assets for 272 participants in 2024, with Fidelity as recordkeeper.

Active participants

272

Accounts w/ balance

393

Plan assets (EOY)

$50.6M

Net assets (EOY)

$50.6M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARALYZED VETERANS OF AMERICA.

Plan sponsor

Name

PARALYZED VETERANS OF AMERICA

EIN

all filings

Address

1875 EYE STREET, NW · SUITE 1100 · WASHINGTON, DC · 20006

Phone

(202) 872-1300

Industry

Other Services (ex. Public Admin)

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

2025-07-29

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Investments

31 direct securities· $50.6M(100% of reported assets)

Mutual Funds

$37.6M

20 holdings

Common Collective Trusts

$8.7M

4 holdings

Other securities

$3.8M

6 holdings

Bonds / Notes

$546K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$6.6M	13.1%
Fidelity Growth Co K Mutual Fund N/A	Mutual Funds	—	—	$6.4M	12.7%
Fidelity Freedom 2030 K Fund Mutual Fund N/A	Mutual Funds	—	—	$4.8M	9.4%
Fidelity Blue Chip Growth K Fund Mutual Fund N/A	Mutual Funds	—	—	$4.7M	9.4%
Fidelity Freedom 2035 K Fund Mutual Fund N/A	Mutual Funds	—	—	$3.8M	7.5%
Fidelity Freedom 2025 K Fund Mutual Fund N/A	Mutual Funds	—	—	$3.0M	5.8%
Fidelity Balanced K Fund Mutual Fund N/A	Mutual Funds	—	—	$2.5M	4.9%
Fidelity Freedom 2040 K Fund Mutual Fund N/A	Mutual Funds	—	—	$2.0M	3.9%
Fidelity Freedom 2020 K Fund Mutual Fund N/A	Mutual Funds	—	—	$1.8M	3.5%
Fidelity Freedom 2045 K Fund Mutual Fund N/A	Mutual Funds	—	—	$1.6M	3.2%
Party-in- Identity of Issue, Borrower, Lessor or of Interest, Collateral, Par, or Current Interest Similar Party Maturity Value Cost Value * Fidelity Government Money Market Fund Money Market Fund N/A	Mutual Funds	—	—	$1.5M	2.9%
Guaranteed investment Principal Fixed Account contract, at contract value N/A	Other securities	—	—	$1.4M	2.8%
Pimco Total Return Fund Mutual Fund N/A	Mutual Funds	—	—	$1.3M	2.6%
ABF Large Cap Value Fund Mutual Fund N/A	Other securities	—	—	$1.3M	2.6%
Fidelity International Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.1M	2.2%
Fidelity Freedom 2050 K Fund Mutual Fund N/A	Mutual Funds	—	—	$1.1M	2.2%
Fidelity Freedom 2015 K Fund Mutual Fund N/A	Mutual Funds	—	—	$941K	1.9%
American Funds EuroPacific Growth Funds Mutual Fund N/A	Mutual Funds	—	—	$802K	1.6%
Fidelity Extend Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$781K	1.5%
Fidelity Freedom 2055 K Fund Mutual Fund N/A	Mutual Funds	—	—	$631K	1.2%
Various interest rates ranging * Notes receivable from participants From 4.25% to 9.5% -0-	Bonds / Notes	—	—	$546K	1.1%
Columbia Small Cap Value Mutual Fund N/A	Other securities	—	—	$521K	1.0%
CBA Small Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$487K	1.0%
Fidelity Freedom 2060 K Fund Mutual Fund N/A	Mutual Funds	—	—	$288K	0.6%
American Funds Emerging Markets Mutual Fund N/A	Mutual Funds	—	—	$248K	0.5%
Fidelity Freedom Income K Fund Mutual Fund N/A	Mutual Funds	—	—	$140K	0.3%
Fidelity US Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$131K	0.3%
Fidelity Freedom 2055 K Fund Mutual Fund N/A	Mutual Funds	—	—	$45K	<0.1%
Br Midcap Value Is Mutual Fund N/A	Other securities	—	—	$43K	<0.1%
Fidelity Freedom 2010 K Fund Mutual Fund N/A	Mutual Funds	—	—	$38K	<0.1%
Pgim J Midcap Gr R4 Mutual Fund N/A	Other securities	—	—	$10K	<0.1%