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Original filing (PDF)20250707144254NAL0005998816001

ACDI/VOCA

Form 5500-SF
FILING_RECEIVED
ACDI/VOCA RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
11
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACDI/VOCA.
Plan sponsor
Name
ACDI/VOCA
EIN
52-0811461
Address
50F STREET, NW SUITE 1075 · WASHINGTON, DC · 200011532
Phone
(202) 469-6202
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ACDI/VOCA
EIN
52-0811461
City
WASHINGTON, DC
Phone
(202) 469-6202
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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