How big is ACDI/VOCA's plan?

ACDI/VOCA's plan reported $46.0M in assets and 178 participants for 2024.

Original filing (PDF)20251002081637NAL0000140291001

ACDI/VOCA

Name: ACDI/VOCA — ACDI/VOCA 401(k) Retirement Plan, Form 5500 (2024)
Creator: ACDI/VOCA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ACDI/VOCA 401(k) Retirement Plan

401(k) retirement plan · ACDI/VOCA's ACDI/VOCA 401(k) Retirement Plan held $46.0M in plan assets for 178 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

178

Accounts w/ balance

359

Plan assets (EOY)

$46.0M

Net assets (EOY)

$46.0M

People on this filing

Janelle Brown signed ACDI/VOCA's 2024 Form 5500 as plan administrator.

Janelle Brown — 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

ACDI/VOCA's EIN is 52-0811461.

EIN 52-0811461

Plan number 004

Plan year 2024

ACK ID 20251002081637NAL0000140291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ACDI/VOCA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ACDI/VOCA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACDI/VOCA.

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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

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ACDI/VOCA

EIN

all filings

Address

50 F STREET, NW SUITE 1075 · WASHINGTON, DC · 200011532

Phone

(202) 469-6202

Industry

All Other Professional Services· Professional & Technical Services

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 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RETIREMENT BENEFIT SOLUTIONS	71-0294708	—	THIRD PARTY ADMIN	$0	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MNGT LLC	71-0294708	—	SERVICE PROVIDER	$13K	—

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.

Pooled Separate Account

$43.1M

1 holding

Pooled Separate Accounts

$43.1M

33 holdings

Guaranteed Income / GIC

$2.5M

1 holding

Bonds / Notes

$238K

1 holding

					% 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	Pooled Separate Accounts	—	—	$7.9M	17.1%
State Street Target Retirement 2045 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$3.5M	7.7%
JPMorgan Large Cap Growth Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$2.8M	6.1%
State Street Target Retirement 2050 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$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	Pooled Separate Accounts	—	—	$2.4M	5.2%
State Street Target Retirement 2035 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$2.3M	4.9%
AB Large Cap Growth Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.9M	4.1%
American Funds New Perspective Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.7M	3.7%
State Street Target Retirement 2055 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.6M	3.6%
iShares MCSI EAFE International Index Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.6M	3.5%
American Funds American Balanced Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.5M	3.3%
MFS Mid Cap Growth Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.5M	3.3%
Nuveen Large Cap Responsible Equity Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.3M	2.9%
State Street Target Retirement 2040 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.3M	2.8%
iShares Russell 2000 Small Cap Index Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$1.0M	2.2%
JPMorgan Equity Income Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$907K	2.0%
iShares Russell Mid Cap Index Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$850K	1.8%
Fidelity Overseas Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$759K	1.6%
State Street Target Retirement 2025 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$728K	1.6%
State Street Target Retirement 2060 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$725K	1.6%
Cohen & Steers Real Estate Securities Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$559K	1.2%
Fidelity Emerging Markets Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$518K	1.1%
PGIM High Yield Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$493K	1.1%
State Street Target Retirement Income Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$467K	1.0%
State Street Target Retirement 2030 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$446K	1.0%
AB Global Bond Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$385K	0.8%
State Street Target Retirement 2065 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$327K	0.7%
American Century Mid Cap Value Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$243K	0.5%
Various, bearing interest from * Participant loans 4.25% - 9.50% -	Bonds / Notes	—	—	$238K	0.5%
MFS Technology Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$237K	0.5%
Goldman Sachs International Small Cap Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$195K	0.4%
State Street Target Retirement 2020 Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$135K	0.3%
MFS International New Discovery Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$55K	0.1%
Voya Government Money Market Fund Pooled Separate Account NR	Pooled Separate Accounts	—	—	$9K	<0.1%