Fred BOVA Jr. signed Air Force Retired Officers Community - Washington, D.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Air Force Retired Officers Community - Washington, D.C.'s EIN is 52-1404857.
Download the official 2024 Form 5500 (PDF) for Air Force Retired Officers Community - Washington, D.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC. | 20-1916735 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | — | MONTGOMERY, AL | INVESTMENT MANAGER | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Total Return A | Mutual Funds | — | — | $3.3M | 21.6% | |
| iShares S& P 500 Index Investor A | Common Collective Trusts | — | — | $2.0M | 12.6% | |
| Invesco Money market fund - Invesco Government Money Market R | Mutual Funds | — | — | $1.5M | 9.6% | |
| JPMorgan Large Cap Growth A | Other securities | — | — | $1.4M | 9.1% | |
| Alliance Bernstein AB Small Cap Growth A * 466 American Funds American Funds Washington Mutual R3 | Mutual Funds | — | — | $1.2M | 8.0% | |
| T. Rowe Price Retirement 2030 Advisor | Other securities | — | — | $843K | 5.4% | |
| Natixis Oakmark Natixis Oakmark International A | Other securities | — | — | $779K | 5.0% | |
| T. Rowe Price Retirement 2045 Advisor | Other securities | — | — | $706K | 4.6% | |
| Vanguard Russell 1000 Growth ETF | Common Collective Trusts | — | — | $692K | 4.5% | |
| Vanguard Russell 1000 Value ETF | Common Collective Trusts | — | — | $613K | 4.0% | |
| T. Rowe Price Retirement 2040 Advisor | Other securities | — | — | $356K | 2.3% | |
| Invesco Emerging Markets Local Debt A | Mutual Funds | — | — | $342K | 2.2% | |
| Participants Participant notes receivable bearing interest at rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $317K | 2.0% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $305K | 2.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $227K | 1.5% | |
| BlackRock Global Allocation Inv A | Other securities | — | — | $219K | 1.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $218K | 1.4% | |
| T. Rowe Price Retirement 2055 Advisor | Other securities | — | — | $130K | 0.8% | |
| BlackRock Advantage Global R | Other securities | — | — | $95K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Advisor | Other securities | — | — | $66K | 0.4% | |
| T. Rowe Price Retirement 2035 Advisor | Other securities | — | — | $63K | 0.4% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $19K | 0.1% | |
| Janus Henderson Janus Henderson Mid Cap Value A | Mutual Funds | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2050 Advisor | Other securities | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2025 Advisor | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Air Force Retired Officers Community - Washington, D.C.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment, 403(b) custodial accounts.
