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Original filing (PDF)20250728152731NAL0000887155001
APPALACHIAN TRAIL CONSERVANCY
Form 5500
FILING_RECEIVED
APPALACHIAN TRAIL CONSERVANCY 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
25% in single holding
Active participants
71
Accounts w/ balance
115
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fixed Account Fully Benefit responsive investment contract" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPALACHIAN TRAIL CONSERVANCY.
Plan sponsor
Name
APPALACHIAN TRAIL CONSERVANCY
EIN
52-6046689
Address
799 WASHINGTON STREET PO BOX 807 · HARPERS FERRY, WV · 254250807
Phone
(304) 885-0819
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
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YOUNT HYDE & BARBER, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 34-1140070 | — | SERVICE PROVIDER | $32K | — |
Investments
53 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Account Fully Benefit responsive investment contract | — | — | — | $2.7M | 25.2% | |
| Vanguard Target Retirement 2040 Investor Shares Mutual Funds | — | — | — | $819K | 7.8% | |
| Vanguard Target Retirement 2050 Investor Shares Mutual Funds | — | — | — | $812K | 7.7% | |
| LVIP Macquarie Social Awareness Mutual Funds | — | — | — | $709K | 6.7% | |
| Vanguard Target Retirement 2030 Investor Shares Mutual Funds | — | — | — | $615K | 5.8% | |
| Vanguard Target Retirement 2035 Investor Shares Mutual Funds | — | — | — | $593K | 5.6% | |
| Vanguard Target Retirement 2045 Investor Shares Mutual Funds | — | — | — | $544K | 5.2% | |
| Vanguard Target Retirement 2025 Investor Shares Mutual Funds | — | — | — | $441K | 4.2% | |
| American Funds Growth Mutual Funds | — | — | — | $400K | 3.8% | |
| Vanguard Target Retirement 2055 Investor Shares Mutual Funds | — | — | — | $382K | 3.6% | |
| Vanguard Target Retirement 2060 Investor Shares Mutual Funds | — | — | — | $377K | 3.6% | |
| Vanguard 500 Index Admiral Class Mutual Funds | — | — | — | $173K | 1.6% | |
| Insurance Company Contracts * Lincoln Stable Value Account Fully Benefit responsive investment contract | — | — | — | $169K | 1.6% | |
| LVIP T Rowe Price Structured Mid Cap Growth Mutual Funds 954 * LVIP Vanguard Domestic Equity Mutual Funds | — | — | — | $147K | 1.4% | |
| American Funds Growth and Income Mutual Funds | — | — | — | $137K | 1.3% | |
| LVIP T Rowe Price 2030 Fund Mutual Funds | — | — | — | $137K | 1.3% | |
| Fidelity VIP Contrafund Mutual Funds | — | — | — | $115K | 1.1% | |
| LVIP Franklin Templeton MF EM EQFND Mutual Funds 177 * LVIP SSGA S&P 500 Index Mutual Funds | — | — | — | $112K | 1.1% | |
| American Funds International Mutual Funds | — | — | — | $109K | 1.0% | |
| LVIP Dimensional U.S. Core Equity Mutual Funds | — | — | — | $103K | 1.0% | |
| LVIP Macquarie SMID CAP Caore Series Mutual Funds | — | — | — | $82K | 0.8% | |
| MFS Growth Class R6 Mutual Funds | — | — | — | $79K | 0.7% | |
| Fidelity VIP Growth Mutual Funds | — | — | — | $78K | 0.7% | |
| LVIP Government Money Market Mutual Funds | — | — | — | $76K | 0.7% | |
| Registered Investment Companies Fidelity VIP Freedom Target Date 2030 Mutual Funds | — | — | — | $73K | 0.7% | |
| LVIP T Rowe Price 2040 Mutual Funds | — | — | — | $65K | 0.6% | |
| Pimco Income Institutional Class Mutual Funds | — | — | — | $61K | 0.6% | |
| Vanguard Inflation Protected Securities Admiral Share Mutual Funds | — | — | — | $50K | 0.5% | |
| Federated Government Ultrashort Duration Mutual Funds 379 American Funds Global Growth Mutual Funds | — | — | — | $42K | 0.4% | |
| LVIP SSGA Small Cap Index Mutual Funds | — | — | — | $39K | 0.4% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Funds | — | — | — | $36K | 0.3% | |
| Notes receivable from participants Variable interest rates and maturities | — | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2065 Investor Shares Mutual Funds | — | — | — | $34K | 0.3% | |
| LVIP JPM Select Mid CAP Value Managed Mutual Funds 18 * LVIP Mondrian International Value Mutual Funds | — | — | — | $31K | 0.3% | |
| Vanguard Developed Markets Index Admiral Shares Mutual Funds | — | — | — | $21K | 0.2% | |
| American Funds American Balanced Class R6 Mutual Funds | — | — | — | $20K | 0.2% | |
| LVIP Vanguard International Equity ETF Mutual Funds | — | — | — | $20K | 0.2% | |
| American Funds International Growth and Income Mutual Funds | — | — | — | $18K | 0.2% | |
| Vanguard Real Estate Index Admiral Shares Mutual Funds | — | — | — | $18K | 0.2% | |
| Baird Aggregate Bond Class Institutional Mutual Funds | — | — | — | $14K | 0.1% | |
| LVIP Baron Growth Opportunities Mutual Funds | — | — | — | $12K | 0.1% | |
| LVIP Global Moderate Allocation Managed Risk Mutual Funds | — | — | — | $12K | 0.1% | |
| LVIP Macquarie Mid Cap Value Fund Mutual Funds 670 * LVIP Macquarie U.S. REIT Fund Mutual Funds | — | — | — | $11K | 0.1% | |
| Registered Investment Companies DFA US Small CAP Value Institutional Class Mutual Funds | — | — | — | $11K | 0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility Mutual Funds 12 * LVIP Macquarie Bond Mutual Funds | — | — | — | $11K | 0.1% | |
| American Funds New World Class R6 Mutual Funds | — | — | — | $10K | <0.1% | |
| LVIP Franklin Templeton Global Equity Mangd Vlty Mutual Funds | — | — | — | $9K | <0.1% | |
| LVIP Macquarie Diversified Income Mutual Funds 661 * LVIP Macquarie High Yield Fund Mutual Funds | — | — | — | $9K | <0.1% | |
| PGIM Jennison small Company Class R6 Mutual Funds | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2020 Investor Shares Mutual Funds | — | — | — | $6K | <0.1% | |
| Invesco Diversified Dividend Class R6 Mutual Funds | — | — | — | $4K | <0.1% | |
| LVIP T Rowe Price Mid CAP Growth Mutual Funds | — | — | — | $2K | <0.1% | |
| LVIP Macquarie Wealth Builder Fund Mutual Funds | — | — | — | $1K | <0.1% |
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