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Original filing (PDF)20250929115014NAL0011263089001
INTERNATIONAL RESCUE COMMITTEE
Form 5500
FILING_RECEIVED
IRC 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
3,571
Accounts w/ balance
4,956
Plan assets (EOY)
$253.2M
Net assets (EOY)
$253.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL RESCUE COMMITTEE.
Plan sponsor
Name
INTERNATIONAL RESCUE COMMITTEE
EIN
13-5660870
Address
122 EAST 42ND ST 12TH FLOOR · NEW YORK, NY · 10168
Phone
(212) 551-2914
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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $249K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | — | NORWALK, CT | INVESTMENT ADVISOR | $73K | — |
| PKF O'CONNOR DAVIES LLP | — | DEPTFORD, NJ | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
29 direct securities· $247.0M(98% of reported assets)
Uncategorized
$211.7M
28 holdings
Mutual Funds
$35.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S T. Rowe Price Funds T. Rowe Price Retirement 2050 Fund I | Mutual Funds | — | — | $35.3M | 13.9% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2045 Fund I | — | — | — | $30.2M | 11.9% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $25.5M | 10.1% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2055 Fund I | — | — | — | $23.0M | 9.1% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2035 Fund I | — | — | — | $18.1M | 7.1% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2040 Fund I | — | — | — | $15.4M | 6.1% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2060 Fund I | — | — | — | $15.3M | 6.0% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2030 Fund I | — | — | — | $10.8M | 4.3% | |
| Principal Funds Inc. Principal Largecap Growth I R6 | — | — | — | $9.5M | 3.7% | |
| GROUP ANNUITY CONTRACT * Empower Annuity Insurance Company Principal Preservation Separate Account | — | — | — | $8.9M | 3.5% | |
| Fidelity Investments Fidelity Small Cap Discovery | — | — | — | $6.0M | 2.4% | |
| MFS Investment Management MFS Value R6 | — | — | — | $5.6M | 2.2% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2025 Fund I | — | — | — | $5.4M | 2.1% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2065 Fund I | — | — | — | $5.0M | 2.0% | |
| MFS Investment Management MFS Total Return Bond R6 | — | — | — | $4.6M | 1.8% | |
| Calvert Funds Calvert Balanced I | — | — | — | $3.8M | 1.5% | |
| American Funds Service Company American Funds Europacific | — | — | — | $3.2M | 1.2% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $2.8M | 1.1% | |
| Fidelity Investments Fidelity Global Ex US Index | — | — | — | $2.5M | 1.0% | |
| Principal Funds Inc. Principal Diversified International Inst | — | — | — | $2.4M | 0.9% | |
| American Century Investments American Century Small Cap Value R6 | — | — | — | $2.1M | 0.8% | |
| Buffalo Funds Buffalo Mid Cap Discovery | — | — | — | $2.0M | 0.8% | |
| Lord Abbett Lord Abbett High Yield R6 | — | — | — | $2.0M | 0.8% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2020 Fund I | — | — | — | $1.8M | 0.7% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2015 Fund I | — | — | — | $1.4M | 0.6% | |
| Russell Investment Company Global Real Estate Securities S | — | — | — | $1.3M | 0.5% | |
| Principal Funds Inc. Principal Midcap value I Inst | — | — | — | $1.3M | 0.5% | |
| Oppenheimer Invesco Developing Markets R6 | — | — | — | $958K | 0.4% | |
| Harbor Small Cap Growth Retirement | — | — | — | $907K | 0.4% |