Back to filter
Original filing (PDF)20251010145134NAL0008349329001
AUTISM SPEAKS, INC.
Form 5500
FILING_RECEIVED
AUTISM SPEAKS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
216
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTISM SPEAKS, INC..
Plan sponsor
Name
AUTISM SPEAKS, INC.
EIN
20-2329938
Address
50 F ST NW STE 360 · WASHINGTON, DC · 20001
Phone
(646) 385-8529
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP, LLC | 41-1931920 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $73K | — |
Investments
30 direct securities · 1 pooled fund· $23.3M(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
$21.8M
30 holdings
Pooled Separate Account
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2045 Institutional Fund Registered investment company | — | — | — | $4.0M | 17.4% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2035 Institutional Fund Registered investment company | — | — | — | $3.3M | 14.0% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2025 Institutional Fund Registered investment company | — | — | — | $3.0M | 12.8% | |
| JPMorgan Large Cap Growth Fund Registered investment company | — | — | — | $2.3M | 10.1% | |
| Nuveen Lifecycle Index Retirement Income Fund Registered investment company | — | — | — | $1.6M | 6.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 6.7% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2055 Institutional Fund Registered investment company | — | — | — | $1.2M | 5.3% | |
| American Funds Growth and Income Portfolio Registered investment company | — | — | — | $715K | 3.1% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2050 Institutional Fund Registered investment company | — | — | — | $686K | 3.0% | |
| MFS International Growth Fund Registered investment company | — | — | — | $619K | 2.7% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2040 Institutional Fund Registered investment company | — | — | — | $571K | 2.5% | |
| AB Large Cap Growth Fund Inc Registered investment company | — | — | — | $537K | 2.3% | |
| Pioneer Bond Fund Registered investment company | — | — | — | $476K | 2.0% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2030 Institutional Fund Registered investment company | — | — | — | $376K | 1.6% | |
| Fully benefit-responsive investment contracts * Principal Fixed Income Guaranteed Option Fixed annuity contracts | — | — | — | $372K | 1.6% | |
| Fidelity Mid Cap Index Fund Registered investment company | — | — | — | $284K | 1.2% | |
| New Perspective Fund Registered investment company | — | — | — | $269K | 1.2% | |
| JPMorgan Mid Cap Growth Fund Registered investment company | — | — | — | $234K | 1.0% | |
| Notes receivable from participants maturities through 2054 | — | — | — | $225K | 1.0% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2010 Institutional Fund Registered investment company | — | — | — | $216K | 0.9% | |
| AB Small Cap Growth Portfolio Registered investment company | — | — | — | $116K | 0.5% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2065 Institutional Fund Registered investment company | — | — | — | $111K | 0.5% | |
| (E) | — | — | $61K | $91K | 0.4% | |
| Schwab Fundamental International Small Equity Index Fund Registered investment company | — | — | — | $91K | 0.4% | |
| American Century Mid Cap Value Fund Registered investment company | — | — | — | $87K | 0.4% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2060 Institutional Fund Registered investment company | — | — | — | $61K | 0.3% | |
| JPMorgan Emerging Markets Equity Fund Registered investment company | — | — | — | $54K | 0.2% | |
| Nuveen Lifecycle Index 2015 Fund Registered investment company | — | — | — | $45K | 0.2% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $42K | 0.2% | |
| American Century Small Cap Value Fund Registered investment company | — | — | — | $33K | 0.1% | |
| TIAA-CREF Mutual Funds - TIAA-CREF Lifecycle Index 2020 Institutional Fund Registered investment company | — | — | — | $5K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Health Care & Social Assistance plans
CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA
CHILDREN'S BUREAU 401(K) RETIREMENT INVESTMENT PLAN
$23.3M · 407 participants
THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY
THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN
$23.4M · 187 participants
APLA HEALTH & WELLNESS
APLA HEALTH & WELLNESS 403(B) PLAN
$23.5M · 339 participants
COMMUNITY ALTERNATIVES UNLIMITED
COMMUNITY ALTERNATIVES UNLIMITED 401(K) PLAN
$23.5M · 152 participants
PRESBYTERIAN CHILDREN'S HOMES
403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES
$23.5M · 311 participants
COMMUNITY, COUNSELING, AND CORRE
COMMUNITY, COUNSELING, AND CORRECTIONAL SERVICES, INC. 401(
$23.7M · 413 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
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
BD OF TTEES OF THE S.E.I.U PENSION PLANS MASTER TRUST
S.E.I.U PENSION PLANS MASTER TRUST
$3.7B