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Original filing (PDF)20250917130658NAL0000655634001
AMERICAN SOCIETY FOR RADIATION ONCOLOGY
Form 5500
FILING_RECEIVED
ASTRO 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
114
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
29 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 AMERICAN SOCIETY FOR RADIATION ONCOLOGY.
Plan sponsor
Name
AMERICAN SOCIETY FOR RADIATION ONCOLOGY
EIN
42-0943164
Address
251 18TH ST. S. · 8TH FLOOR · ARLINGTON, VA · 22202
Phone
(703) 839-7316
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CIBZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $49K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Investments
24 direct securities · 8 pooled funds· $26.6M(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.
Uncategorized
$23.3M
24 holdings
Common Collective Trust
$3.3M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.5M | 16.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.2M | 15.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.3M | 12.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.1M | 7.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.3M | 4.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.0M | 3.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $947K | 3.6% | |
| Fidelity Advisor Total Bond Z | — | — | — | $870K | 3.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $842K | 3.2% | |
| American Funds American Mutual R6 | — | — | — | $794K | 3.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $755K | 2.8% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $681K | 2.6% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $606K | 2.3% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $581K | 2.2% | |
| American Funds Europacific Growth R6b | — | — | — | $548K | 2.1% | |
| American Funds SMALLCAP World Fund | — | — | — | $385K | 1.4% | |
| Allspring Special Mid Cap Value Fund - Class Inst | — | — | — | $358K | 1.3% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $319K | 1.2% | |
| Fidelity Advisor Strategic Income Fund - Class Z | — | — | — | $318K | 1.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $258K | 1.0% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $218K | 0.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $216K | 0.8% | |
| Janus Henderson Triton Fund Class T | — | — | — | $148K | 0.6% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $133K | 0.5% | |
| Participant Loans | — | — | — | $66K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $26K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $5K | <0.1% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |