Original filing (PDF)20250729132641NAL0002826641001

FINANCIAL ACCOUNTING FOUNDATION

Name: FINANCIAL ACCOUNTING FOUNDATION — FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: FINANCIAL ACCOUNTING FOUNDATION

Form 5500

FILING_RECEIVED

FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 1

51% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL ACCOUNTING FOUNDATION.

Plan sponsor

Name

FINANCIAL ACCOUNTING FOUNDATION

EIN

23-7211935

Address

801 MAIN AVENUE · PO BOX 5116 · NORWALK, CT · 068565116

Phone

(203) 847-0700

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

2025-07-29

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD ADVISORS INC.	23-2811930	—	TRUSTEE	$43K	—

Investments

6 direct securities· $20.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Fiduciary Trust Company Intermediate-Term Bond Index Fund	—	—	$11.5M	$10.4M	55.2%
Vanguard Fiduciary Trust Company Long-Term Grade Fund Admiral	—	—	$4.3M	$3.9M	20.8%
Vanguard Fiduciary Trust Company Long-Term Bond Index Fund	—	—	$4.3M	$3.4M	18.3%
Vanguard Fiduciary Trust Company Intermediate-Term Bond Index Fund	—	—	$1.2M