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Original filing (PDF)20251015084612NAL0004106065001
VIRGINIA WOMENS CENTER, INC.
Form 5500
FILING_RECEIVED
VIRGINIA WOMEN'S CENTER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
354
Accounts w/ balance
0
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
80 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA WOMENS CENTER, INC..
Plan sponsor
Name
VIRGINIA WOMENS CENTER, INC.
EIN
27-3069705
Address
7130 GLEN FOREST DRIVE SUITE 101 · RICHMOND, VA · 23226
Phone
(804) 662-6097
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
VIRGINIA WOMENS CENTER, INC.
EIN
27-3069705
City
RICHMOND, VA
Phone
(804) 662-6097
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS, & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $32K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN FINANCIAL GROUP, LLC | — | GRAND RAPIDS, MI | RECORDKEEPER | $10K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN CAPITAL ADVISORY GROUP, LLC | — | LANSING, MI | ADVISOR | $53K | — |
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | OMAHA, NE | INVESTMENT MANAGER | $9K | — |
Investments
80 direct securities· $47.0M(97% of reported assets)
Uncategorized
$46.5M
78 holdings
Mutual Funds
$448K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of America | — | — | — | $4.9M | 10.1% | |
| Fidelity Advisor Freedom 2030 A | — | — | — | $3.6M | 7.5% | |
| Fidelity Advisor Freedom 2035 A | — | — | — | $2.8M | 5.9% | |
| PIMCO Total Return Fund | — | — | — | $2.3M | 4.8% | |
| American Funds American Funds American Balanced Fund R6 | — | — | — | $2.1M | 4.4% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $1.9M | 3.9% | |
| Fidelity Advisor Freedom 2045 A | — | — | — | $1.6M | 3.3% | |
| Fidelity Advisor Freedom 2025 A | — | — | — | $1.6M | 3.2% | |
| Fidelity Advisor Freedom 2050 A | — | — | — | $1.3M | 2.8% | |
| Nationwide Financial Services Nationwide Investor Destination Moderately Aggressive | — | — | — | $1.2M | 2.6% | |
| Money Market Funds * Nationwide Financial Services Nationwide Money Market Inst | — | — | — | $1.2M | 2.5% | |
| Nationwide Financial Services Nationwide S&P 500 Index Fund | — | — | — | $1.2M | 2.5% | |
| Destinations Large Cap Equity Z | — | — | — | $1.2M | 2.5% | |
| Fidelity Advisor Freedom 2055 A | — | — | — | $1.0M | 2.1% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $980K | 2.0% | |
| Fidelity Advisor Freedom 2040 A | — | — | — | $925K | 1.9% | |
| BlackRock Equity Dividend A | — | — | — | $884K | 1.8% | |
| Touchstone Investments Touchstone Small Company Fund Y | — | — | — | $819K | 1.7% | |
| Nationwide Financial Services Nationwide Investor Destination Moderate | — | — | — | $813K | 1.7% | |
| Fidelity Advisor Freedom 2020 A | — | — | — | $728K | 1.5% | |
| Destinations Core Fixed Income Fund | — | — | — | $668K | 1.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $620K | 1.3% | |
| Buffalo Funds Buffalo Small Cap | — | — | — | $618K | 1.3% | |
| Destinations International Equity Fund Class Z | — | — | — | $597K | 1.2% | |
| Vanguard Vangaurd Financial Index Admiral Shares | — | — | — | $597K | 1.2% | |
| BlackRock US S&P 500 Index K | — | — | — | $516K | 1.1% | |
| Vanguard Value Index Admiral Shares | — | — | — | $492K | 1.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $470K | 1.0% | |
| s (Continued) Janus Henderson Janus Henderson Research N | Mutual Funds | — | — | $431K | 0.9% | |
| Nationwide Financial Services Nationwide Investor Destination Moderately Conservative | — | — | — | $424K | 0.9% | |
| Nuveen Dividend Value A ** 872 Nuveen Santa Barbara Dividend Growth Fund - Class R6 | — | — | — | $401K | 0.8% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $383K | 0.8% | |
| Victory Sycamore Small Company Opp A | — | — | — | $353K | 0.7% | |
| Vanguard Strategic Small Cap Equity Investor Shares | — | — | — | $351K | 0.7% | |
| Morgan Stanley Morgan Stanley Inst Growth I | — | — | — | $340K | 0.7% | |
| Vanguard Long-Term Investment Grade Fund Admiral Shares | — | — | — | $335K | 0.7% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $330K | 0.7% | |
| Fidelity Advisor Freedom 2060 A | — | — | — | $309K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $301K | 0.6% | |
| Nationwide Financial Services Nationwide Investor Destination Aggressive | — | — | — | $298K | 0.6% | |
| Fidelity Stort-term Treasury Bond Index | — | — | — | $273K | 0.6% | |
| Fidelity Balanced K6 | — | — | — | $272K | 0.6% | |
| American Funds American Funds New World R6 | — | — | — | $261K | 0.5% | |
| Nationwide Financial Services Nationwide Investor Destination Conservative | — | — | — | $259K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $256K | 0.5% | |
| PIMCO StocksPlus International Fund Institutional Class | — | — | — | $239K | 0.5% | |
| American Funds American Funds New Perspective Fund R6 | — | — | — | $231K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $228K | 0.5% | |
| Destinations Small-Mid Cap Equity Fund Class Z | — | — | — | $226K | 0.5% | |
| Brandywine Global Corporate Credit Fund - Class IS | — | — | — | $206K | 0.4% | |
| Notes Receivable from Participants * Participant Loans Various maturities, interest rate range of 5.25% to 10.50% - | — | — | — | $204K | 0.4% | |
| Destinations Global Fixed Income Opportunities Fund Class Z | — | — | — | $202K | 0.4% | |
| Baird Aggregate Bond Fund Class Institutional | — | — | — | $200K | 0.4% | |
| Destinations Multi Strategy Alternatives Fund Class Z | — | — | — | $190K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $149K | 0.3% | |
| Doubleline Capital Doubleline Capital Core Fixed Income Strategy | — | — | — | $141K | 0.3% | |
| Legg Mason Legg Mason ClearBridge Small Cap Growth Fund ** 679 Macquarie Diversified Income A Fund | — | — | — | $131K | 0.3% | |
| Vanguard Emerging Maket Stock Index Admiral Shares | — | — | — | $117K | 0.2% | |
| DWS CROCI Equity Dividend A | — | — | — | $115K | 0.2% | |
| Thornburg International Value Fund R6 | — | — | — | $111K | 0.2% | |
| BlackRock Global Allocation Fund A | — | — | — | $110K | 0.2% | |
| DFA U.S. Small Cap Growth Portfolio Institiutional Class | — | — | — | $107K | 0.2% | |
| Vanguard Small Cap Equity Index Admiral Shares | — | — | — | $103K | 0.2% | |
| Vangaurd Vanguard Mid Cap Value Index Admiral Shares | — | — | — | $99K | 0.2% | |
| DFA Real Estate Securites | — | — | — | $96K | 0.2% | |
| Vanguard Energy Index Admiral Shares | — | — | — | $96K | 0.2% | |
| Fidelity Advisor Freedom 2065 A | — | — | — | $88K | 0.2% | |
| Destinations Low Durations Fixed Income Fund Class Z | — | — | — | $86K | 0.2% | |
| Destinations Equity Income Fund; Z | — | — | — | $59K | 0.1% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Class I ** 350 Vanguard Commodity Strategy Fund Admiral Shares | — | — | — | $52K | 0.1% | |
| AllianceBernstein High Income Fund Class A | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Advisor Freedom Fund A | — | — | — | $13K | <0.1% | |
| BlackRock Advantage Global Fund A | — | — | — | $10K | <0.1% | |
| Columbia Capital Columbia Capital Allocation Moderate Aggressive Portfolio A | — | — | — | $9K | <0.1% | |
| PIMCO Low Duration Fund A | — | — | — | $2K | <0.1% | |
| TCW Total Return Bond I | — | — | — | $2K | <0.1% | |
| Macquarie Mid Cap Growth Fund - Class A | — | — | — | $2K | <0.1% | |
| Macquarie Ivy Mid Cap Growth Fund - Class Y | — | — | — | $1K | <0.1% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $1K | <0.1% | |
| Goldman Sachs Goldman Sachs Commodity Strategy Fund Institutional Class | — | — | — | $1K | <0.1% |