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Original filing (PDF)20251014034124NAL0004570082001
IAFF FIRE FIGHTERS
Form 5500
FILING_RECEIVED
INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS EMPLOYEE 401(K) P
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
165
Accounts w/ balance
212
Plan assets (EOY)
$28.4M
Net assets (EOY)
$28.4M
How this plan invests
This plan
73 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IAFF FIRE FIGHTERS.
Plan sponsor
Name
IAFF FIRE FIGHTERS
EIN
53-0088290
Address
1750 NEW YORK AVENUE NW · WASHINGTON, DC · 20006
Phone
(202) 824-1544
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS CORP LLC | 41-1416330 | — | INVESTMENT ADVISOR | $71K | — |
Investments
68 direct securities· $48.1M(100% of reported assets)
Uncategorized
$48.1M
67 holdings
Mutual Funds
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Trgt Rtrmt 2030 Inv Nationwide Life Insurance | — | — | — | $4.9M | 17.4% | |
| Vanguard Target Retirement 2030 Fund MF N/A | — | — | — | $4.9M | 17.4% | |
| Vanguard Target Retirement 2025 Fund MF N/A | — | — | — | $3.9M | 13.6% | |
| Vngrd Trgt Rtrmt 2025 Inv Nationwide Life Insurance | — | — | — | $3.9M | 13.6% | |
| Vanguard Target Retirement 2045 Fund MF N/A | — | — | — | $3.0M | 10.6% | |
| Vngrd Trgt Rtrmt 2045 Inv Nationwide Life Insurance | — | — | — | $3.0M | 10.6% | |
| Vngrd Trgt Rtrmt 2020 Inv Nationwide Life Insurance | — | — | — | $2.8M | 9.8% | |
| Vanguard Target Retirement 2020 Fund MF N/A | — | — | — | $2.8M | 9.8% | |
| Vanguard Target Retirement 2040 Fund MF N/A | — | — | — | $2.4M | 8.5% | |
| Vngrd Trgt Rtrmt 2040 Inv Nationwide Life Insurance | — | — | — | $2.4M | 8.5% | |
| Vanguard Target Retirement 2050 Fund MF N/A | — | — | — | $1.6M | 5.6% | |
| Vngrd Trgt Rtrmt 2050 Inv Nationwide Life Insurance | — | — | — | $1.6M | 5.6% | |
| Vanguard Target Retirement 2055 Fund MF N/A | — | — | — | $1.1M | 3.7% | |
| Vngrd Trgt Rtrmt 2055 Inv Nationwide Life Insurance | — | — | — | $1.1M | 3.7% | |
| Vngrd Trgt Rtrmt 2060 Inv Nationwide Life Insurance | — | — | — | $819K | 2.9% | |
| Vanguard Target Retirement 2060 Fund MF N/A | — | — | — | $819K | 2.9% | |
| Nationwide Fixed Elite Nationwide Life Insurance | — | — | — | $764K | 2.7% | |
| Group Annuity Contract * Northwest Fixed Select Option Fund GAC N/A | — | — | — | $764K | 2.7% | |
| Vngrd Gr Indx Adml Nationwide Life Insurance | — | — | — | $611K | 2.2% | |
| Vanguard Growth Index Fund Admiral Shares MF N/A | — | — | — | $611K | 2.2% | |
| V anguard Total Stock Market Index Fund Admiral Shares MF N/A | — | — | — | $544K | 1.9% | |
| Vngrd Ttl StMkt Indx Fd AS Nationwide Life Insurance | — | — | — | $544K | 1.9% | |
| Vngrd 500 Index Fd AS Nationwide Life Insurance | — | — | — | $463K | 1.6% | |
| Participant Loans N/A 4.25% - 7.50% | — | — | $447K | $447K | 1.6% | |
| Participant directed Money market funds Federated Hermes Government Obs. Fnd. MMF N/A 0.030% | — | — | — | $271K | 1.0% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $259K | 0.9% | |
| BlackRock Large Cap Index Fund Class K MF N/A | — | — | — | $143K | 0.5% | |
| BlkRk LgCap Indx K Nationwide Life Insurance | — | — | — | $143K | 0.5% | |
| Vanguard Mid-Cap Growth Index Fund Admiral MF N/A | — | — | — | $101K | 0.4% | |
| Vngrd MdCap Gr Indx Adml Nationwide Life Insurance | — | — | — | $101K | 0.4% | |
| V anguard US Growth Admiral MF N/A | — | — | — | $97K | 0.3% | |
| Vngrd US Gr Adml Nationwide Life Insurance | — | — | — | $97K | 0.3% | |
| Vanguard International Value Fund Investor MF N/A | — | — | — | $76K | 0.3% | |
| Vngrd Intl Val Inv Nationwide Life Insurance | — | — | — | $76K | 0.3% | |
| Vanguard Equity-Income Fund Investor MF N/A | — | — | — | $72K | 0.3% | |
| Vngrd Eq Inc Inv Nationwide Life Insurance | — | — | — | $72K | 0.3% | |
| American Funds American Mutual Fund Class R6 MF N/A | — | — | — | $68K | 0.2% | |
| AmFds Am Mut R6 Nationwide Life Insurance | — | — | — | $68K | 0.2% | |
| Vngrd Emrg Mkt StkIndxAdml Nationwide Life Insurance | — | — | — | $66K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund MF N/A | — | — | — | $66K | 0.2% | |
| Vanguard International Growth Admiral MF N/A | — | — | — | $53K | 0.2% | |
| Vngrd Intl Gr Adml Nationwide Life Insurance | — | — | — | $53K | 0.2% | |
| Vngrd Wlsly Inc Inv Nationwide Life Insurance | — | — | — | $44K | 0.2% | |
| V anguard Wellesley Income Fund Investor Shrs. MF N/A | — | — | — | $44K | 0.2% | |
| DFA Intmd Govt FxdInc Inst Nationwide Life Insurance | — | — | — | $44K | 0.2% | |
| DFA Intermediate Government Fixed Income MF N/A | — | — | — | $44K | 0.2% | |
| Vngrd ST Bd Indx Adml Nationwide Life Insurance | — | — | — | $35K | 0.1% | |
| Vanguard Short-term Bond Index Fund Admiral MF N/A | — | — | — | $35K | 0.1% | |
| American Funds Capital Income Builder Class R6 MF N/A | Mutual Funds | — | — | $24K | <0.1% | |
| AmFds Cap Inc Bldr R6 Nationwide Life Insurance | — | — | — | $24K | <0.1% | |
| Vngrd Sm Cap Indx Fd AS Nationwide Life Insurance | — | — | — | $23K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares MF N/A | — | — | — | $23K | <0.1% | |
| Vngrd Intl Explr Inv Nationwide Life Insurance | — | — | — | $19K | <0.1% | |
| Vanguard International Explorer Fund MF N/A | — | — | — | $19K | <0.1% | |
| Vngrd SmCap Val Indx Adml Nationwide Life Insurance | — | — | — | $14K | <0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral MF N/A | — | — | — | $14K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral MF N/A | — | — | — | $14K | <0.1% | |
| Vngrd IntmdTrm Bd IndxAdml Nationwide Life Insurance | — | — | — | $14K | <0.1% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $12K | <0.1% | |
| Vngrd MdCap Val Indx Adml Nationwide Life Insurance 169 Vngrd RealEst Indx Adml Nationwide Life Insurance | — | — | — | $12K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral MF N/A ** 169 Vanguard Real Estate Index Fund Admiral MF N/A | — | — | — | $12K | <0.1% | |
| DFA Invmt Grd Fxd Inst Nationwide Life Insurance | — | — | — | $8K | <0.1% | |
| DFA Investment Grade Fixed Institutional Portfolio MF N/A | — | — | — | $8K | <0.1% | |
| Vngrd Trgt Rtrmt Inc Nationwide Life Insurance 20 Vngrd Ttl Bnd Mkt ldx Adm Nationwide Life Insurance | — | — | — | $6K | <0.1% | |
| Participant directed Mutual funds V anguard Target Retirement Income Fund MF N/A ** 20 V anguard Total Bond Market Index Fund Admiral MF N/A | — | — | — | $6K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |