Back to filter
Original filing (PDF)20251008080458NAL0002840723001
WASHINGTON NATIONALS BASEBALL
Form 5500
FILING_RECEIVED
WNBC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
416
Accounts w/ balance
593
Plan assets (EOY)
$33.3M
Net assets (EOY)
$33.3M
How this plan invests
This plan
26 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "LINE 4(i) ( C) ~" is 100% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON NATIONALS BASEBALL.
Plan sponsor
Name
WASHINGTON NATIONALS BASEBALL
EIN
20-5145890
Address
1500 SOUTH CAPITOL STREET, SE · WASHINGTON, DC · 20003
Phone
(202) 640-7224
Industry
Arts, Entertainment, Recreationsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & MCINTYRE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $46K | — |
Investments
1 direct security · 26 pooled funds· $51.3M(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.
Common Collective Trust
$25.7M
26 holdings
Uncategorized
$25.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINE 4(i) ( C) ~ | — | — | $33.2M | $25.7M | 77.1% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $7.7M | 23.2% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $5.2M | 15.8% | |
| FLEXPATH INDEX+ MODERATE 2035 R GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $3.5M | 10.5% | |
| LARGE CAP GROWTH III CL I1 GREAT GRAY · EIN 38-7275327 / PN 000 | Common Collective Trust | — | — | $3.4M | 10.1% | |
| FLEXPATH INDEX+ MODERATE RETIRE R1 GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| FLEXPATH INDEX+ MODERATE 2065 CIT GREAT GRAY · EIN 38-7271382 / PN 000 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $606K | 1.8% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $499K | 1.5% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 000 | Common Collective Trust | — | — | $494K | 1.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $415K | 1.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $318K | 1.0% | |
| SMALL CAP GROWTH II GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $302K | 0.9% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $237K | 0.7% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $218K | 0.7% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $163K | 0.5% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $132K | 0.4% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE R GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $112K | 0.3% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $95K | 0.3% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $68K | 0.2% | |
| FLEXPATH INDEX+ /AGGRESSUVE 2065 CI GREAT GRAY · EIN 38-7271381 / PN 000 | Common Collective Trust | — | — | $20K | <0.1% | |
| FLEXPATH INDEX+ CNSRVTIVE 2065 CIT GREAT GRAY · EIN 38-7271383 / PN 000 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 R GREAT GRAY · EIN 47-3411367 / PN 236 | Common Collective Trust | — | — | $845 | <0.1% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $36 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Arts, Entertainment, Recreation plans
THE PROFESSIONAL BASKETBALL CLUB, LLC
THE PROFESSIONAL BASKETBALL CLUB, LLC 401(K) PLAN
$34.0M · 196 participants
DETROIT TIGERS, INC.
MAJOR LEAGUE BASEBALL PENSION PLAN FOR NON-UNIFORMED PERSONNEL
$32.4M · 59 participants
TENNESSEE FOOTBALL, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
$31.7M · 253 participants
THE DETROIT LIONS, INC.
THE DETROIT LIONS 401(K) PLAN
$35.0M · 156 participants
CHICAGO WHITE SOX
CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN
$35.1M · 405 participants
MINNESOTA TWINS, LLC
MINNESOTA TWINS PENSION PLAN
$35.3M · 125 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
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 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