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Original filing (PDF)20260109101012NAL0013483456001
INTERNATIONAL FOUNDATION FOR ELECTORAL SYSTEMS
Form 5500
FILING_RECEIVED
IFES 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.8 moNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
334
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
93
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL FOUNDATION FOR ELECTORAL SYSTEMS.
Plan sponsor
Name
INTERNATIONAL FOUNDATION FOR ELECTORAL SYSTEMS
EIN
52-1527835
Address
2011 CRYSTAL DRIVE FLOOR 10 · ARLINGTON, VA · 22202
Phone
(202) 350-6776
Industry
Other Services (ex. Public Admin)see 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
2026-01-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
36 direct securities · 1 pooled fund· $60.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$30.7M
36 holdings
Pooled Separate Account
$29.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $29.5M | 95.9% | |
| Nuveen | — | — | — | $3.7M | 12.2% | |
| Nuveen | — | — | — | $3.4M | 11.0% | |
| Nuveen | — | — | — | $3.0M | 9.8% | |
| Nuveen | — | — | — | $2.6M | 8.4% | |
| Nuveen | — | — | — | $2.3M | 7.6% | |
| Fidelity | — | — | — | $1.8M | 5.8% | |
| Nuveen | — | — | — | $1.5M | 4.9% | |
| American Century Investments | — | — | — | $1.4M | 4.5% | |
| American Century Investments | — | — | — | $1.2M | 4.1% | |
| American United Life Insurance Company | — | — | — | $985K | 3.2% | |
| Nuveen | — | — | — | $955K | 3.1% | |
| Vanguard Investments | — | — | — | $864K | 2.8% | |
| Vanguard Investments | — | — | — | $775K | 2.5% | |
| MFS Investment Management | — | — | — | $673K | 2.2% | |
| MFS Investment Management | — | — | — | $644K | 2.1% | |
| American Funds | — | — | — | $637K | 2.1% | |
| NFJ Investment Group | — | — | — | $508K | 1.7% | |
| American Funds | — | — | — | $396K | 1.3% | |
| Blackrock | — | — | — | $350K | 1.1% | |
| Nuveen | — | — | — | $341K | 1.1% | |
| Janus Henderson | — | — | — | $329K | 1.1% | |
| Invesco | — | — | — | $326K | 1.1% | |
| PIMCO | — | — | — | $306K | 1.0% | |
| Participants | — | — | — | $278K | 0.9% | |
| Nuveen | — | — | — | $246K | 0.8% | |
| Vanguard Investments | — | — | — | $194K | 0.6% | |
| Vanguard Investments | — | — | — | $188K | 0.6% | |
| Pioneer Investments | — | — | — | $164K | 0.5% | |
| Blackrock | — | — | — | $155K | 0.5% | |
| American Century Investments | — | — | — | $154K | 0.5% | |
| Nuveen | — | — | — | $117K | 0.4% | |
| Vanguard Investments | — | — | — | $73K | 0.2% | |
| American Funds | — | — | — | $53K | 0.2% | |
| Nuveen | — | — | — | $32K | 0.1% | |
| Nuveen | — | — | — | $31K | 0.1% | |
| Nuveen | — | — | — | $1K | <0.1% |