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Original filing (PDF)20251215150445NAL0003678802001
NATIONAL FOOTBALL LEAGUE PLAYERS ASSOCIATION
Form 5500
FILING_RECEIVED
NFL PLAYERS ASSOCIATION MONEY PURCHASE PENSION PLAN AND TRUST
Defined-contribution retirement plan
Active participants
92
Accounts w/ balance
139
Plan assets (EOY)
$57.2M
Net assets (EOY)
$57.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL FOOTBALL LEAGUE PLAYERS ASSOCIATION.
Plan sponsor
Name
NATIONAL FOOTBALL LEAGUE PLAYERS ASSOCIATION
EIN
52-1169809
Address
1133 20TH STREET NW · WASHINGTON, DC · 20036
Phone
(202) 756-9100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | RETAINED BY PLAN SPONSOR | $43K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $17K | — |
Investments
29 direct securities · 1 pooled fund· $57.2M(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
$51.9M
28 holdings
Common Collective Trust
$3.5M
1 holding
Mutual Funds
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Mutual funds N/A 327,980 | — | — | — | $10.5M | 18.4% | |
| Vanguard 500 Index Fd Mutual funds N/A 10,855 | — | — | — | $6.0M | 10.4% | |
| T Rowe Price Retire I 2030 Mutual funds N/A 159,039 | — | — | — | $4.2M | 7.3% | |
| T Rowe Price Retire I 2040 Mutual funds N/A 131,793 | — | — | — | $4.2M | 7.3% | |
| BlackRock Equity Dividend Mutual funds N/A 193,931 | — | — | — | $3.9M | 6.8% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $3.5M | 6.0% | |
| John Hancock Bond Fund Mutual funds N/A 193,507 | — | — | — | $2.6M | 4.6% | |
| T Rowe Price Retire I 2050 Mutual funds N/A 124,444 | — | — | — | $2.4M | 4.3% | |
| Goldman Sachs Gr Opport Mutual funds N/A 108,350 | — | — | — | $2.3M | 3.9% | |
| John Hancock Disc Val MC Mutual funds N/A 78,746 | — | — | — | $2.2M | 3.8% | |
| Vanguard Ttl Wrld Stk Idx Adm Mutual funds N/A 50,333 | — | — | — | $2.1M | 3.8% | |
| American EuroPacific Growth Mutual funds N/A 32,530 | Mutual Funds | — | — | $1.8M | 3.2% | |
| Fidelity Strategic Income Mutual funds N/A 149,186 | — | — | — | $1.8M | 3.1% | |
| Invesco Discovery Mutual funds N/A 13,725 | — | — | — | $1.6M | 2.8% | |
| T Rowe Price Retire I 2045 Mutual funds N/A 66,405 | — | — | — | $1.5M | 2.7% | |
| Transamerica MM Balanced Mutual funds N/A 38,239 | — | — | — | $1.3M | 2.3% | |
| T Rowe Price Retire I 2055 Mutual funds N/A 52,870 | — | — | — | $1.1M | 1.9% | |
| Vanguard Sm Cap Index Fd Mutual funds N/A 7,963 | — | — | — | $907K | 1.6% | |
| T Rowe Price Retire I 2020 Mutual funds N/A 29,416 | — | — | — | $562K | 1.0% | |
| T Rowe Price Retire I 2060 Mutual funds N/A 32,071 | — | — | — | $549K | 1.0% | |
| Vanguard Total Int Index Mutual funds N/A 13,889 | — | — | — | $463K | 0.8% | |
| Vanguard Sm Cap Val Ind Mutual funds N/A 4,437 | — | — | — | $377K | 0.7% | |
| T Rowe Price Retire I 2065 Mutual funds N/A 24,834 | — | — | — | $330K | 0.6% | |
| Fidelity Emerg Mkts Index Fd Mutual funds N/A 28,324 | — | — | — | $304K | 0.5% | |
| Vanguard Mid Cap Index Mutual funds N/A 871 | — | — | — | $292K | 0.5% | |
| T Rowe Price Retire I 2010 Mutual funds N/A 18,109 | — | — | — | $282K | 0.5% | |
| Participant loans *** N/A 4.25%-6.50% N/A | — | — | — | $98K | 0.2% | |
| T Rowe Price Retire I 2015 Mutual funds N/A 5,166 | — | — | — | $67K | 0.1% | |
| T Rowe Price Retire I 2025 Mutual funds N/A 2,200 | — | — | — | $37K | <0.1% | |
| Short-term investment funds JPMorgan US Govt MMkt Cap Cl STIF N/A 5,267 | — | — | — | $5K | <0.1% |