How big is National 4-H Council's plan?

National 4-H Council's plan reported $15.3M in assets and 125 participants for 2024.

Original filing (PDF)20251015124837NAL0002317523001

National 4-H Council

Name: National 4-H Council — National 4-H Council 403(b), Form 5500 (2024)
Creator: National 4-H Council
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

National 4-H Council 403(b) Plan

403(b) retirement plan · National 4-H Council's National 4-H Council 403(b) Plan held $15.3M in plan assets for 125 participants in 2024, with Principal as recordkeeper.

Active participants

125

Accounts w/ balance

151

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

AMY Sifferlen signed National 4-H Council's 2024 Form 5500 as plan administrator.

AMY Sifferlen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

National 4-H Council's EIN is 36-2862206.

EIN 36-2862206

Plan number 002

Plan year 2024

ACK ID 20251015124837NAL0002317523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for National 4-H Council from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

National 4-H Council's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL 4-H COUNCIL.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

NATIONAL 4-H COUNCIL

EIN

all filings

Address

655 15TH ST NW STE 220 · WASHINGTON, DC · 200055701

Phone

(301) 961-2921

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDO USA, PC

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST WESTERN TRUST	27-0083757	—	INVESTMENT ADVISORY	$29K	—

Investments

34 direct securities· $15.3M(100% of reported assets)

Mutual Funds

$12.1M

13 holdings

Common Collective Trusts

$1.4M

10 holdings

Common Stocks

$1.3M

5 holdings

Other securities

$452K

5 holdings

Bonds / Notes

$104K

1 holding

					% of plan
Nuveen Asset Management Nuveen Lifecycl Index 2040 R6	Mutual Funds	—	—	$3.2M	20.8%
Nuveen Asset Management Nuveen Lifecycl Index 2025 R6 ** 33 Nuveen Asset Management Nuveen Lifecycl Index 2030 R6	Mutual Funds	—	—	$2.9M	18.7%
Nuveen Asset Management Nuveen Lifecycl Index 2050 Ins	Mutual Funds	—	—	$2.6M	17.2%
Nuveen Asset Management Nuveen Lifecycl Index 2020 R6	Mutual Funds	—	—	$1.5M	10.0%
Fidelity Management & Research Fidelity 500 Index Fund	Common Collective Trusts	—	—	$918K	6.0%
Principal Funds, Inc. LargeCap Growth I R6 Fund	Common Stocks	—	—	$645K	4.2%
Nuveen Asset Management Nuveen Lifecycl Index 2060 R6	Mutual Funds	—	—	$447K	2.9%
Nuveen Asset Management Nuveen Lifecycl Index 2010 R6	Mutual Funds	—	—	$377K	2.5%
Nuveen Asset Management Nuveen Lifecycl Index 2055 R6	Mutual Funds	—	—	$289K	1.9%
MassMutual Mid Cap Gr I Fd	Other securities	—	—	$255K	1.7%
Metropolitan Life Insurance Co Metropolitan Wt Tl Rtn Bd Plan	Common Stocks	—	—	$251K	1.6%
MFS Investment Management MFS Intl Diversification R6 Fd	Mutual Funds	—	—	$229K	1.5%
Principal Funds, Inc. Equity Income Inst Fund++	Common Stocks	—	—	$177K	1.2%
Nuveen Asset Management Nuveen Lifecycl Index 2045 R6	Mutual Funds	—	—	$176K	1.2%
Principal Funds, Inc. SmallCap Growth I R6 Fund++	Common Stocks	—	—	$174K	1.1%
Nuveen Asset Management Nuveen Lifecycl Index 2035 R6	Mutual Funds	—	—	$148K	1.0%
Capital Research and Mgmt Co American Funds NewWorld R6	Mutual Funds	—	—	$140K	0.9%
Fidelity Management & Research Fid LC Gr Index Fund	Common Collective Trusts	—	—	$137K	0.9%
Fidelity Management & Research Fidelity Mid Cp Index Fund	Common Collective Trusts	—	—	$117K	0.8%
Participant Loans Interest rates ranging from 5.25% to 9.00% -	Bonds / Notes	—	—	$104K	0.7%
Fidelity Management & Research Fidelity Short-Term Bond Index	Mutual Funds	—	—	$93K	0.6%
American Century Inv. Mgmt. American Centur Mid-Cap Val R6	Other securities	—	—	$85K	0.6%
Fidelity Management & Research Fidelity Sm Cap Index Fund	Common Collective Trusts	—	—	$77K	0.5%
American Beacon Amer Beacon SmCap Val R5 Fd	Other securities	—	—	$75K	0.5%
Fidelity Management & Research Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$68K	0.4%
Nuveen Asset Management Nuveen Lifecycl Index 2065 R6	Mutual Funds	—	—	$27K	0.2%
(E)	Other securities	—	—	$27K	0.2%
Fidelity Management & Research Fid LC Val Index Fund	Common Collective Trusts	—	—	$25K	0.2%
Fidelity Management & Research Fidelity Mid Cap Gr Idx Fd	Common Collective Trusts	—	—	$12K	<0.1%
Principal Funds, Inc. Real Estate Securities R6 Fund++	Common Stocks	—	—	$10K	<0.1%
(E)	Other securities	—	—	$10K	<0.1%
Fidelity Management & Research Fidelity Emerg Mkt Index Fund	Common Collective Trusts	—	—	$8K	<0.1%
Fidelity Management & Research Fidelity Small Cap Gr Idx Fd	Common Collective Trusts	—	—	$3K	<0.1%
Fidelity Management & Research Fidelity International Idx Fd	Common Collective Trusts	—	—	$2K	<0.1%