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Original filing (PDF)20250919095714NAL0005157490001
CONSERVATION INTERNATIONAL
Form 5500
FILING_RECEIVED
CONSERVATION INTERNATIONAL 403(B) SAVINGS PLAN
403(b) retirement plan
Active participants
432
Accounts w/ balance
972
Plan assets (EOY)
$133.2M
Net assets (EOY)
$133.2M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 90% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSERVATION INTERNATIONAL.
Plan sponsor
Name
CONSERVATION INTERNATIONAL
EIN
52-1497470
Address
2011 CRYSTAL DRIVE SUITE 600 · ARLINGTON, VA · 22202
Phone
(703) 341-2400
Industry
Educational 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
2025-09-19
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $129K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | OTHER | $65K | — |
| MCGLADREY LLP | — | CHICAGO, IL | OTHER | $40K | — |
| CONSERVATION INTERNTL FOUNDATION | — | ARLINGTON, VA | OTHER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
48 direct securities · 1 pooled fund· $133.2M(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
$132.6M
48 holdings
Pooled Separate Account
$569K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2045 | — | — | — | $23.3M | 17.5% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $15.5M | 11.7% | |
| Mass Mutual Financial Group Mass Mutual S & P 500( R) Index I | — | — | — | $9.5M | 7.1% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $8.8M | 6.6% | |
| Calvert US Large Cap Core RSPNB Index R6 | — | — | — | $6.6M | 5.0% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $4.9M | 3.7% | |
| TIAA Traditional Non-Benefit Responsive | — | — | — | $4.5M | 3.4% | |
| College Retirementirement Equities Fund CREF Stock | — | — | — | $3.9M | 2.9% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $3.5M | 2.6% | |
| College Retirementirement Equities Fund CREF Growth | — | — | — | $3.5M | 2.6% | |
| NYLI Winslow Large Cap Growth R6 | — | — | — | $3.4M | 2.5% | |
| Vanguard Small Cap Iindex Adm | — | — | — | $3.3M | 2.5% | |
| Mass Mutual Financial Group Capital Preservation Account | — | — | — | $3.2M | 2.4% | |
| Vanguard Ftse All- Wld EX- US Index Admiral | — | — | — | $3.2M | 2.4% | |
| American Funds American Funds Europacific GR R6 | — | — | — | $2.8M | 2.1% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $2.6M | 2.0% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $2.6M | 1.9% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $2.4M | 1.8% | |
| MFS Value R6 | — | — | — | $2.4M | 1.8% | |
| Invesco Small Cap Value R6 | — | — | — | $2.3M | 1.7% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $2.1M | 1.5% | |
| Calvert Bond R6 | — | — | — | $1.7M | 1.3% | |
| College Retirementirement Equities Fund CREF Social Choice | — | — | — | $1.6M | 1.2% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | — | $1.5M | 1.1% | |
| College Retirementirement Equities Fund CREF Global Equities | — | — | — | $1.4M | 1.1% | |
| Mass Mutual Financial Group Mass Mutual Total Retirementurn Bond I | — | — | — | $1.3M | 0.9% | |
| College Retirementirement Equities Fund CREF Growth | — | — | — | $1.2M | 0.9% | |
| College Retirementirement Equities Fund CREF Equity Index | — | — | — | $1.2M | 0.9% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 | — | — | — | $1.0M | 0.8% | |
| Loomis Sayles Loomis Sayles Small Cap Growth N | — | — | — | $892K | 0.7% | |
| College Retirementirement Equities Fund CREF Stock | — | — | — | $881K | 0.7% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 | — | — | — | $831K | 0.6% | |
| Ishares U.S. Aggregate Bond Index K | — | — | — | $739K | 0.6% | |
| Pimco Inflation Response Multi Asset Institutional | — | — | — | $650K | 0.5% | |
| 3.25% to 8.50%; maturing through 2032 | — | — | — | $589K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $569K | 0.4% | |
| College Retirementirement Equities Fund CREF Equity Index | — | — | — | $460K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $432K | 0.3% | |
| College Retirementirement Equities Fund CREF Bond Market | — | — | — | $387K | 0.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $346K | 0.3% | |
| College Retirementirement Equities Fund CREF Inflation-Linked Bond | — | — | — | $325K | 0.2% | |
| College Retirementirement Equities Fund CREF Global Equities | — | — | — | $317K | 0.2% | |
| College Retirementirement Equities Fund CREF Social Choice | — | — | — | $182K | 0.1% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $160K | 0.1% | |
| College Retirementirement Equities Fund CREF Money Market | — | — | — | $109K | <0.1% | |
| Vanguard Institutional Target Retirement Inc | — | — | — | $97K | <0.1% | |
| College Retirementirement Equities Fund CREF Bond Market | — | — | — | $70K | <0.1% | |
| College Retirementirement Equities Fund CREF Money Market | — | — | — | $49K | <0.1% | |
| College Retirementirement Equities Fund CREF Inflation-Linked Bond | — | — | — | $36K | <0.1% |