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Original filing (PDF)20251014210132NAL0003606273001
THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC.
Form 5500
FILING_RECEIVED
HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,718
Accounts w/ balance
7,201
Plan assets (EOY)
$616.3M
Net assets (EOY)
$616.3M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC..
Plan sponsor
Name
THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC.
EIN
52-1317896
Address
6720A ROCKLEDGE DR, STE 100 · BETHESDA, MD · 20817
Phone
(240) 694-2000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $398K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $72K | — |
| WEYRICH, CRONIN & SORRA LLC | 81-4643077 | — | NONE | $14K | — |
Investments
45 direct securities · 1 pooled fund· $616.3M(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
$603.9M
44 holdings
Mutual Funds
$6.7M
1 holding
Pooled Separate Account
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity, Non-Benefit-Responsive | — | — | — | $61.2M | 9.9% | |
| Variable Annuities * College Retirement Equities Fund Stock Account | — | — | — | $54.3M | 8.8% | |
| Vanguard Institutional Index | — | — | — | $49.2M | 8.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $44.1M | 7.2% | |
| College Retirement Equities Fund Growth Account | — | — | — | $34.3M | 5.6% | |
| MFS Growth Fund Class R6 | — | — | — | $30.4M | 4.9% | |
| American Funds American Funds New Perspective | — | — | — | $28.2M | 4.6% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $26.3M | 4.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $22.6M | 3.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $22.3M | 3.6% | |
| College Retirement Equities Fund Equity Index Account | — | — | — | $21.8M | 3.5% | |
| TIAA Stable Value | — | — | — | $14.4M | 2.3% | |
| College Retirement Equities Fund Global Equities Account | — | — | — | $13.8M | 2.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $13.3M | 2.2% | |
| Vanguard Mid Cap Index Institutional | — | — | — | $13.2M | 2.1% | |
| Vanguard Target Retirement 2045 | — | — | — | $11.7M | 1.9% | |
| Vanguard Small Cap Index | — | — | — | $9.6M | 1.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $9.4M | 1.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $9.3M | 1.5% | |
| Vanguard Developed Market Index | — | — | — | $9.2M | 1.5% | |
| MFS Mid Cap Value | — | — | — | $8.7M | 1.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $8.5M | 1.4% | |
| College Retirement Equities Fund Social Choice Account | — | — | — | $7.3M | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $7.2M | 1.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $6.9M | 1.1% | |
| Vanguard Total Bond Market Index | — | — | — | $6.8M | 1.1% | |
| American Funds American Funds Euro Pacific Growth | Mutual Funds | — | — | $6.7M | 1.1% | |
| DFA Global RE Securities | — | — | — | $6.6M | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.8M | 0.9% | |
| College Retirement Equities Fund Core Bond | — | — | — | $5.3M | 0.9% | |
| JP Morgan JP Morgan Emerging Market R6 | — | — | — | $5.1M | 0.8% | |
| College Retirement Equities Fund Money Market Account | — | — | — | $4.9M | 0.8% | |
| Wasatch Core Growth Wasatch Core Growth Fund Institutional Class Shares | — | — | — | $4.8M | 0.8% | |
| Vanguard Inflation Protect | — | — | — | $4.5M | 0.7% | |
| College Retirement Equities Fund Inflation Linked Bond Account | — | — | — | $3.9M | 0.6% | |
| Victory Small Company Opportunity R6 | — | — | — | $3.9M | 0.6% | |
| PGIM High Yield R6 | — | — | — | $3.4M | 0.6% | |
| March 2034 - 0 - | — | — | — | $3.2M | 0.5% | |
| Self-Directed Brokerage Accounts * TIAA-CREF TIAA CREF Self Directed Account | — | — | — | $3.2M | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $2.5M | 0.4% | |
| Carillon Eagle Mid Cap Growth | — | — | — | $2.5M | 0.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $2.4M | 0.4% | |
| Vanguard Short Term Bond Index | — | — | — | $2.1M | 0.3% | |
| Fixed Annuities * TIAA Traditional Annuity, Fully Benefit-Responsive | — | — | — | $1.2M | 0.2% | |
| John Hancock John Hancock Alternative Asset Alloc. | — | — | — | $413K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $112K | <0.1% |