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Original filing (PDF)20251015084403NAL0004099697001
AMERICAN PSYCHOLOGICAL ASSOCIATION
Form 5500
FILING_RECEIVED
AMERICAN PSYCHOLOGICAL ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
523
Accounts w/ balance
820
Plan assets (EOY)
$164.0M
Net assets (EOY)
$164.0M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN PSYCHOLOGICAL ASSOCIATION.
Plan sponsor
Name
AMERICAN PSYCHOLOGICAL ASSOCIATION
EIN
53-0205890
Address
750 FIRST STREET NORTH EAST · WASHINGTON, DC · 20002
Phone
(202) 336-5512
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Investments
43 direct securities · 1 pooled fund· $162.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$150.1M
42 holdings
Mutual Funds
$10.4M
1 holding
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments held in insurance company general accounts * Teachers Insurance Annuity Association - Insurance Company General Contract College Retirement Education Fund TIAA Traditional N/A Variable - | — | — | — | $14.8M | 9.0% | |
| Vanguard 500 Index Fund N/A Variable - | — | — | — | $13.2M | 8.1% | |
| BlackRock Lifepath Inx 2035 Fd N/A Variable - | — | — | — | $11.9M | 7.3% | |
| BlackRock Lifepath Inx 2040 Fd N/A Variable - | — | — | — | $11.6M | 7.1% | |
| s * Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Stock N/A Variable - | Mutual Funds | — | — | $10.4M | 6.3% | |
| BlackRock Lifepath Inx Rmnt Fd N/A Variable - | — | — | — | $9.8M | 6.0% | |
| BlackRock Sustainable Balanced K N/A Variable - ** 29 BlackRock Lifepath Inx 2030 Fd N/A Variable - | — | — | — | $9.0M | 5.5% | |
| BlackRock Lifepath Inx 2045 Fd N/A Variable - | — | — | — | $8.9M | 5.4% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Growth Account N/A Variable - | — | — | — | $8.1M | 5.0% | |
| BlackRock Lifepath Inx 2050 Fd N/A Variable - | — | — | — | $7.1M | 4.3% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Equity Index Account N/A Variable - | — | — | — | $6.7M | 4.1% | |
| M ass M utual Guarenteed Interest Account N/A Variable - | — | — | — | $5.9M | 3.6% | |
| BlackRock Lifepath Inx 2055 Fd N/A Variable - | — | — | — | $5.2M | 3.2% | |
| JP M organ JP M organ Large Cap Growth Fd N/A Variable - | — | — | — | $4.2M | 2.6% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Global N/A Variable - | — | — | — | $2.9M | 1.8% | |
| American Funds Amer Funds Wash M utl Invs Fund N/A Variable - | — | — | — | $2.8M | 1.7% | |
| Nuveen Large Cap Responsible Equity N/A Variable - | — | — | — | $2.3M | 1.4% | |
| Vanguard Totl Bnd M rkt Indx d N/A Variable - | — | — | — | $2.2M | 1.3% | |
| Vanguard Small Cap Index Fund N/A Variable - | — | — | — | $1.9M | 1.2% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Social Choice N/A Variable - | — | — | — | $1.9M | 1.1% | |
| Vanguard M id Cap Index Fund N/A Variable - | — | — | — | $1.9M | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 1.1% | |
| Fidelity Advisor Fidelity Advisor Total Bond Fd N/A Variable - | — | — | — | $1.7M | 1.0% | |
| Fidelity Advisor Fidelity Advisor Strategic Income Fd N/A Variable - | — | — | — | $1.6M | 1.0% | |
| BlackRock Lifepath Idx 2060 Fd N/A Variable - | — | — | — | $1.6M | 1.0% | |
| American Funds American Funds EuroPacific Growth Fund N/A Variable - | — | — | — | $1.3M | 0.8% | |
| Vanguard Small-Cap Val Indx Fd N/A Variable - | — | — | — | $1.3M | 0.8% | |
| Vanguard M id-Cap Gr Indx Fd N/A Variable - | — | — | — | $1.2M | 0.7% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund M oney M arket N/A Variable - | — | — | — | $1.1M | 0.7% | |
| Nuveen Real Estate Securities Select N/A Variable - | — | — | — | $1.0M | 0.6% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Core Bond N/A Variable - | — | — | — | $1.0M | 0.6% | |
| Fidelity Advisor Fidelity Emerging M arkets Index N/A Variable - | — | — | — | $937K | 0.6% | |
| American Century American Century M id Cp Val Fd N/A Variable - | — | — | — | $823K | 0.5% | |
| Dodge & Cox Dodge & Cox International Stock N/A Variable - | — | — | — | $821K | 0.5% | |
| Loans * Participant loans Participant note receivables at 4.25% - 9.50% N/A Variable - | — | — | — | $817K | 0.5% | |
| American Century American Century Small Cp Growth Fd N/A Variable - | — | — | — | $759K | 0.5% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund Inflation Linked Bond N/A Variable - | — | — | — | $640K | 0.4% | |
| Vanguard Tot World Stck Indx Fd N/A Variable - | — | — | — | $576K | 0.4% | |
| Teachers Insurance Annuity Association - Insurance Company General Contract College Retirement Education Fund Plan Loan Default Fund N/A Variable - | — | — | — | $230K | 0.1% | |
| BlackRock Lifepath Idx 2065 Fd N/A Variable - | — | — | — | $153K | <0.1% | |
| Teachers Insurance Annuity Association - Registered Investment Company College Retirement Education Fund M FS Intl intrinsic Value N/A Variable - | — | — | — | $147K | <0.1% | |
| Fidelity Advisor Fidelity Sustainability Bond Index N/A Variable - | — | — | — | $28K | <0.1% | |
| Fidelity Advisor Fidelity Intl Sustainability Ind N/A Variable - | — | — | — | $7K | <0.1% | |
| M FS M FS New Discovery N/A Variable - | — | — | — | $3K | <0.1% |