Original filing (PDF)20251010082941NAL0017989858001

Friends Committee on National Legislation

Name: Friends Committee on National Legislation — Form 5500 Plan 001 (2024)
Creator: Friends Committee on National Legislation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Benefit Plan of Friends Committee

401(k) retirement plan · Friends Committee on National Legislation's Employee Benefit Plan of Friends Committee held $8.1M in plan assets for 61 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

168

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

How this plan invests

This plan

41 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

Delinquent participant contributions reported (Schedule H 4a) — 93K (10% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIENDS COMMITTEE ON NATIONAL LEGISLATION.

Plan sponsor

Name

FRIENDS COMMITTEE ON NATIONAL LEGISLATION

EIN

53-0178883all filings

Address

245 2ND STREET NE · WASHINGTON, DC · 20002

Phone

(202) 903-2514

Industry

Other Services (ex. Public Admin)

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLENNIUM INV & RETIREMENT	94-3428956	—	NONE	$21K	—
EVERENCE TRUST COMPANY	35-2140529

Investments

41 direct securities· $8.0M(99% of reported assets)

Mutual Funds

$5.6M

32 holdings

Other securities

$1.6M

5 holdings

Common Collective Trusts

$739K

1 holding

Participant loans

$72K

1 holding

Common Stocks

$37K

2 holdings

					% of plan
Vanguard Target Retirement 2055 Fund Vanguard 0	Mutual Funds	—	—	$911K	11.3%
Vanguard Target Retirement 2025 Fund Vanguard 0	Mutual Funds	—	—	$754K	9.3%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$739K	9.2%
Brown Advisory Sustainable Gr Instl Brown Advisory 0	Other securities	—	—	$671K	8.3%
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$613K	7.6%
Vanguard Target Retirement 2020 Fund Vanguard 0	Mutual Funds	—	—	$452K	5.6%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$410K	5.1%
Northern World Selection Index I Northern 0	Other securities	—	—	$393K	4.9%
Vanguard Target Retirement 2060 Fund Vanguard 0	Mutual Funds	—	—	$380K	4.7%
Calvert Short Duration Income I Calvert 0	Other securities	—	—	$358K	4.4%
Vanguard Balanced Index Adm Vanguard 0	Mutual Funds	—	—	$345K	4.3%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$290K	3.6%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$165K	2.0%
Vanguard Target Retirement 2035 Fund Vanguard 0	Mutual Funds	—	—	$151K	1.9%
Parnassus Mid Cap Instl Parnassus 0	Other securities	—	—	$145K	1.8%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$136K	1.7%
Vanguard Target Retirement Income Fund Vanguard 0 97 American Funds Bond Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$135K	1.7%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Mutual Funds	—	—	$108K	1.3%
DFA Global Equity Portfolio I DFA 0	Mutual Funds	—	—	$107K	1.3%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$72K	0.9%
Vanguard Target Retirement 2030 Fund Vanguard 0	Mutual Funds	—	—	$67K	0.8%
Vanguard Value Index Adm Vanguard 0	Mutual Funds	—	—	$60K	0.7%
Vanguard Target Retirement 2065 Fund Vanguard 0	Mutual Funds	—	—	$59K	0.7%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$54K	0.7%
DFA International Core Eqty 2 Port DFA 0	Mutual Funds	—	—	$48K	0.6%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$44K	0.5%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$41K	0.5%
Nuveen Large Cap Growth Index R6 Nuveen 0	Mutual Funds	—	—	$38K	0.5%
Vanguard Small-Cap Growth Index Adm Vanguard 0	Mutual Funds	—	—	$34K	0.4%
Calvert Ultra Short Duration Inc Fund I Calvert 0	Common Stocks	—	—	$34K	0.4%
Federated Hermes Instl Hiyd Bd IS Federated 0	Other securities	—	—	$30K	0.4%
DFA Emerging Markets Core Eqty 2 Port DFA 0	Mutual Funds	—	—	$29K	0.4%
PIMCO Intl Bond (USDHedged) I PIMCO 0	Mutual Funds	—	—	$27K	0.3%
Vanguard Small-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$27K	0.3%
PIMCO Income Instl PIMCO 0	Mutual Funds	—	—	$26K	0.3%
Vanguard Short-Term Invest Grade Adm Vanguard 0	Mutual Funds	—	—	$22K	0.3%
DFA Real Estate Securities Portfolio I DFA 0	Mutual Funds	—	—	$11K	0.1%
Vanguard Consumer Staples Index Adm Vanguard 0	Mutual Funds	—	—	$3K	<0.1%
DFA Inflation-Protected Sec Port I DFA 0	Mutual Funds	—	—	$3K	<0.1%
Contribution Account Ascensus Trust Company 0	Common Stocks	—	—	$3K	<0.1%
Vanguard Target Retirement 2070 Fund Vanguard 0	Mutual Funds	—	—	$1K	<0.1%