Original filing (PDF)20251013163547NAL0000825891001

LEAGUE OF CONSERVATION VOTERS, INC.

Name: LEAGUE OF CONSERVATION VOTERS, INC. — LEAGUE OF CONSERVATION VOTERS, INC. 401K PLAN, Form 5500 (2024)
Creator: LEAGUE OF CONSERVATION VOTERS, INC.

Form 5500

FILING_RECEIVED

LEAGUE OF CONSERVATION VOTERS, INC. 401K PLAN

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bondNon-clean audit opinion

Active participants

272

Accounts w/ balance

349

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEAGUE OF CONSERVATION VOTERS, INC..

Plan sponsor

Name

LEAGUE OF CONSERVATION VOTERS, INC.

EIN

52-1733698

Address

740 15TH STREET, NW 7TH FLOOR · WASHINGTON, DC · 20005

Phone

(202) 785-8683

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$27K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAFFA WEALTH MANAGEMENT, LLC	20-3107658	—	NONE	$49K	—

Investments

36 direct securities· $21.9M(100% of reported assets)

Other securities

$21.3M

33 holdings

U.S. Treasuries

$561K

2 holdings

Cash / Money Market

$43K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$2.7M	12.5%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$2.3M	10.3%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$1.8M	8.3%
Vanguard Value Index Adm Vanguard 0	Other securities	—	—	$1.6M	7.2%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$1.4M	6.5%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$1.4M	6.2%
Vanguard FTSE All-World ex-US Idx Adm Vanguard 0	Other securities	—	—	$1.3M	5.7%
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$1.2M	5.5%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$1.1M	5.1%
Calvert Equity Fund R6 Calvert 0	Other securities	—	—	$1.1M	4.8%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$939K	4.3%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$852K	3.9%
Calvert Small-Cap R6 Calvert 0	Other securities	—	—	$583K	2.7%
Calvert Bond Fund R6 Calvert 0	U.S. Treasuries	—	—	$520K	2.4%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$456K	2.1%
DFA U.S. Core Equity I DFA 0	Other securities	—	—	$378K	1.7%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$335K	1.5%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$331K	1.5%
Vanguard Target Retirement 2070 Fund Vanguard 0 892 Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$296K	1.3%
DFA U.S. Small Cap Value Portfolio I DFA 0	Other securities	—	—	$296K	1.3%
Vanguard Interm-Term Treasury Adm Vanguard 0	Other securities	—	—	$153K	0.7%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$132K	0.6%
Impax Global Environmental Markets Instl Impax Global 0	Other securities	—	—	$124K	0.6%
DFA U.S. Sustainability Core 1 Portfl I DFA 0	Other securities	—	—	$116K	0.5%
DFA Emerging Markets Portfolio Inst DFA 0	Other securities	—	—	$107K	0.5%
Vanguard Short-Term Bond Index Adm Vanguard 0	Other securities	—	—	$91K	0.4%
DFA Intl Small Company Port Instl DFA 0	Other securities	—	—	$57K	0.3%
DFA Intl Sustainability Core 1 Portfl I DFA 0	Other securities	—	—	$46K	0.2%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$43K	0.2%
Nuveen Core Impact Bond R6 Nuveen 0 533 Vanguard Total Intl Bond Index Adm Vanguard 0	U.S. Treasuries	—	—	$41K	0.2%
Fidelity International Index Fidelity 0	Other securities	—	—	$38K	0.2%
DFA Real Estate Securities Portfolio I DFA 0	Other securities	—	—	$32K	0.1%
DFA International Value Portfolio I DFA 0	Other securities	—	—	$12K	<0.1%
Vanguard Inflation-Protected Sec Adm Vanguard 0	Other securities	—	—	$11K	<0.1%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$6K	<0.1%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$5K	<0.1%