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Original filing (PDF)20251003153654NAL0002554256001
EMERGENCY NURSES ASSOCIATION
Form 5500
FILING_RECEIVED
EMERGENCY NURSES ASSOCIATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
153
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMERGENCY NURSES ASSOCIATION.
Plan sponsor
Name
EMERGENCY NURSES ASSOCIATION
DBA
ENA
EIN
31-1703819
Address
930 E. WOODFIELD RD · SCHAUMBURG, IL · 60173
Phone
(847) 460-4026
Industry
Health Care & Social Assistancesee 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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Investments
27 direct securities · 1 pooled fund· $21.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.8M
27 holdings
Common Collective Trust
$692K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $4.0M | 18.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $3.5M | 16.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.8M | 13.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.4M | 11.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.3M | 5.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $997K | 4.6% | |
| Vanguard 500 Index Fund Admiral Class | — | — | — | $876K | 4.1% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $692K | 3.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $644K | 3.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $621K | 2.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $567K | 2.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $555K | 2.6% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $398K | 1.9% | |
| Vanguard Target Retirement Income | — | — | — | $381K | 1.8% | |
| Notes receivable Loans (interest rates of 4.25% to 9.50%, | — | — | — | $307K | 1.4% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $286K | 1.3% | |
| Vanguard Total Intl Stock Index Fund Admiral Shares | — | — | — | $221K | 1.0% | |
| Columbia Small Cap Value Fund II | — | — | — | $216K | 1.0% | |
| Hartford The Harford Strategic Income Fund Class R6 | — | — | — | $140K | 0.7% | |
| T. Rowe Price T. Rowe Price Value Fund | — | — | — | $137K | 0.6% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $133K | 0.6% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $113K | 0.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $90K | 0.4% | |
| T. Rowe Price T. Rowe Price International Discovery I | — | — | — | $81K | 0.4% | |
| PIMCO Commodity Strategy Fund Institutional | — | — | — | $67K | 0.3% | |
| DFA Global Real Estate | — | — | — | $28K | 0.1% | |
| Fidelity FID Emerging markets K | — | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $12K | <0.1% |
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