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Original filing (PDF)20251002081637NAL0000140291001
ACDI/VOCA
Form 5500
FILING_RECEIVED
ACDI/VOCA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
178
Accounts w/ balance
359
Plan assets (EOY)
$46.0M
Net assets (EOY)
$46.0M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACDI/VOCA.
Plan sponsor
Name
ACDI/VOCA
EIN
52-0811461
Address
50 F 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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT BENEFIT SOLUTIONS | 71-0294708 | — | THIRD PARTY ADMIN | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MNGT LLC | 71-0294708 | — | SERVICE PROVIDER | $13K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $89.0M(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
$43.4M
34 holdings
Pooled Separate Account
$43.1M
1 holding
Guaranteed Income / GIC
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $43.1M | 93.6% | |
| iShares S&P 500 Index Fund Pooled Separate Account NR | — | — | — | $7.9M | 17.1% | |
| State Street Target Retirement 2045 Fund Pooled Separate Account NR | — | — | — | $3.5M | 7.7% | |
| JPMorgan Large Cap Growth Fund Pooled Separate Account NR | — | — | — | $2.8M | 6.1% | |
| State Street Target Retirement 2050 Fund Pooled Separate Account NR | — | — | — | $2.7M | 5.8% | |
| * Voya Fixed Account bearing interest at 1.75%. NR | Guaranteed Income / GIC | — | — | $2.5M | 5.5% | |
| Voya Intermediate Bond Fund Pooled Separate Account NR | — | — | — | $2.4M | 5.2% | |
| State Street Target Retirement 2035 Fund Pooled Separate Account NR | — | — | — | $2.3M | 4.9% | |
| AB Large Cap Growth Fund Pooled Separate Account NR | — | — | — | $1.9M | 4.1% | |
| American Funds New Perspective Fund Pooled Separate Account NR | — | — | — | $1.7M | 3.7% | |
| State Street Target Retirement 2055 Fund Pooled Separate Account NR | — | — | — | $1.6M | 3.6% | |
| iShares MCSI EAFE International Index Fund Pooled Separate Account NR | — | — | — | $1.6M | 3.5% | |
| American Funds American Balanced Fund Pooled Separate Account NR | — | — | — | $1.5M | 3.3% | |
| MFS Mid Cap Growth Fund Pooled Separate Account NR | — | — | — | $1.5M | 3.3% | |
| Nuveen Large Cap Responsible Equity Fund Pooled Separate Account NR | — | — | — | $1.3M | 2.9% | |
| State Street Target Retirement 2040 Fund Pooled Separate Account NR | — | — | — | $1.3M | 2.8% | |
| iShares Russell 2000 Small Cap Index Fund Pooled Separate Account NR | — | — | — | $1.0M | 2.2% | |
| JPMorgan Equity Income Fund Pooled Separate Account NR | — | — | — | $907K | 2.0% | |
| iShares Russell Mid Cap Index Fund Pooled Separate Account NR | — | — | — | $850K | 1.8% | |
| Fidelity Overseas Fund Pooled Separate Account NR | — | — | — | $759K | 1.6% | |
| State Street Target Retirement 2025 Fund Pooled Separate Account NR | — | — | — | $728K | 1.6% | |
| State Street Target Retirement 2060 Fund Pooled Separate Account NR | — | — | — | $725K | 1.6% | |
| Cohen & Steers Real Estate Securities Fund Pooled Separate Account NR | — | — | — | $559K | 1.2% | |
| Fidelity Emerging Markets Fund Pooled Separate Account NR | — | — | — | $518K | 1.1% | |
| PGIM High Yield Fund Pooled Separate Account NR | — | — | — | $493K | 1.1% | |
| State Street Target Retirement Income Fund Pooled Separate Account NR | — | — | — | $467K | 1.0% | |
| State Street Target Retirement 2030 Fund Pooled Separate Account NR | — | — | — | $446K | 1.0% | |
| AB Global Bond Fund Pooled Separate Account NR | — | — | — | $385K | 0.8% | |
| State Street Target Retirement 2065 Fund Pooled Separate Account NR | — | — | — | $327K | 0.7% | |
| American Century Mid Cap Value Fund Pooled Separate Account NR | — | — | — | $243K | 0.5% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $238K | 0.5% | |
| MFS Technology Fund Pooled Separate Account NR | — | — | — | $237K | 0.5% | |
| Goldman Sachs International Small Cap Fund Pooled Separate Account NR | — | — | — | $195K | 0.4% | |
| State Street Target Retirement 2020 Fund Pooled Separate Account NR | — | — | — | $135K | 0.3% | |
| MFS International New Discovery Fund Pooled Separate Account NR | — | — | — | $55K | 0.1% | |
| Voya Government Money Market Fund Pooled Separate Account NR | — | — | — | $9K | <0.1% |
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