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Original filing (PDF)20251015124601NAL0006127520001
UNIVERSITIES SPACE RESEARCH ASSOCIATION
Form 5500
FILING_RECEIVED
UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
588
Plan assets (EOY)
$92.3M
Net assets (EOY)
$92.3M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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 UNIVERSITIES SPACE RESEARCH ASSOCIATION.
Plan sponsor
Name
UNIVERSITIES SPACE RESEARCH ASSOCIATION
EIN
52-0892064
Address
425 3RD STREET SW, SUITE 950 · WASHINGTON, DC · 20024
Phone
(410) 730-2656
Industry
Professional & Technical Servicessee all
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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $102K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP FINANCIAL | 47-1411118 | — | INVESTMENT ADVISOR | $54K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $94.1M(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
$82.0M
34 holdings
Mutual Funds
$8.7M
1 holding
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $9.9M | 10.7% | |
| Fidelity US Bond Index Fund | Mutual Funds | — | — | $8.7M | 9.4% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $6.6M | 7.1% | |
| Fidelity Freedom Idex 2045 Institutional Fund | — | — | — | $5.3M | 5.7% | |
| Fidelity Frdm Idx 2030 Instl Prem | — | — | — | $5.0M | 5.4% | |
| Fidelity Frdm Idx 2025 Instl Prem | — | — | — | $4.7M | 5.1% | |
| Fidelity Freedom Idex 2035 Institutional Fund | — | — | — | $4.6M | 5.0% | |
| JPMorgan Equity Income R6 Fund | — | — | — | $4.4M | 4.8% | |
| Vanguard FTSE Social Index Admiral Fund | — | — | — | $4.0M | 4.3% | |
| Fidelity Freedom Idx 2050 Institutional Fund | — | — | — | $3.6M | 3.9% | |
| Fidelity Freedom Idex 2040 Institutional Fund | — | — | — | $3.6M | 3.9% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.5M | 3.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.5M | 2.7% | |
| Fidelity Freedom Idx 2020 Institutional Fund | — | — | — | $2.4M | 2.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $2.2M | 2.4% | |
| Franklin Templeton Franklin Small Cap Growth Advanced Fund | — | — | — | $2.2M | 2.4% | |
| Fidelity Freedom Idex 2055 Institutional Fund | — | — | — | $1.8M | 1.9% | |
| Legg Mason/ Western Asset ClearBridge International Growth IS Fund | — | — | — | $1.8M | 1.9% | |
| Prudential PGIM High Yield R6 Fund | — | — | — | $1.7M | 1.9% | |
| JPMorgan Mid Cap Growth R6 Fund | — | — | — | $1.7M | 1.9% | |
| Fidelity International Index | — | — | — | $1.6M | 1.7% | |
| Principal Real Estate Securities R6 Fund | — | — | — | $1.5M | 1.6% | |
| MFS Mid Cap Value R4 Fund | — | — | — | $1.5M | 1.6% | |
| Vanguard Information Technology Index Admiral Fund | — | — | — | $1.4M | 1.6% | |
| Vanguard International Value fund | — | — | — | $1.3M | 1.4% | |
| Vanguard Intl Val | — | — | — | $1.3M | 1.4% | |
| Fidelity Freedom Idex Income Institutional Fund | — | — | — | $1.1M | 1.2% | |
| Fidelity Freedom Idx 2060 Institutional Fund | — | — | — | $935K | 1.0% | |
| American Funds American Funds New World R6 Fund | — | — | — | $933K | 1.0% | |
| Franklin Templeton Franklin Small Cap Value R6 Fund | — | — | — | $881K | 1.0% | |
| maturing through 2029 | — | — | — | $500K | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $500K | 0.5% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $285K | 0.3% | |
| Fidelity Freedom Idx 2065 Institutional Fund | — | — | — | $199K | 0.2% | |
| Calvert Conservative Alloc I | — | — | — | $55K | <0.1% | |
| Calvert Moderate Allocation Fund | — | — | — | $38K | <0.1% |
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