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Original filing (PDF)20251008141922NAL0005979169001
EASTERSEALS SERVING DC/MD/VA
Form 5500
FILING_RECEIVED
EASTERSEALS SERVING DC/MD/VA 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
368
Accounts w/ balance
169
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERSEALS SERVING DC/MD/VA.
Plan sponsor
Name
EASTERSEALS SERVING DC/MD/VA
EIN
53-0212296
Address
1420 SPRING ST. · SILVER SPRING, MD · 209102701
Phone
(301) 588-8700
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISORY | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
Investments
34 direct securities · 1 pooled fund· $5.5M(100% 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
$5.2M
34 holdings
Pooled Separate Account
$345K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Government Money Market Fund Mutual Fund NR | — | — | — | $1.1M | 20.5% | |
| Vanguard Equity Income Fund Mutual Fund NR | — | — | — | $463K | 8.9% | |
| Alliance Bernstein Large Cap Growth Fund Mutual Fund NR | — | — | — | $442K | 8.5% | |
| PIMCO Income Fund Mutual Fund NR | — | — | — | $442K | 8.5% | |
| Fidelity International Cap Appreciation Fund Mutual Fund NR | — | — | — | $357K | 6.9% | |
| Fidelity US Bond Index Fund Mutual Fund NR | — | — | — | $348K | 6.7% | |
| VARIOUS SUB-ACCOUNTS MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $345K | 6.6% | |
| PIMCO RAE International Fund Mutual Fund NR | — | — | — | $325K | 6.2% | |
| PGIM Total Return Bond Fund Mutual Fund NR | — | — | — | $323K | 6.2% | |
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $321K | 6.2% | |
| American Century Small Cap Value Fund Mutual Fund NR | — | — | — | $241K | 4.6% | |
| Clearbridge Small Cap Growth Fund Mutual Fund NR | — | — | — | $163K | 3.1% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | — | — | — | $137K | 2.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | — | — | — | $134K | 2.6% | |
| Fidelity VIP Contrafund Portfolio Pooled Separate Account NR | — | — | — | $110K | 2.1% | |
| Mutual of America Clear Passage 2030 Fund Pooled Separate Account NR | — | — | — | $54K | 1.0% | |
| Various, bearing interest from * Participant loans 5.25% - 10.50% - | — | — | — | $49K | 0.9% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $42K | 0.8% | |
| Mutual of America Clear Passage 2045 Fund Pooled Separate Account NR | — | — | — | $30K | 0.6% | |
| Mutual of America Equity Index Fund Pooled Separate Account NR | — | — | — | $27K | 0.5% | |
| DWS Capital Growth VIP Fund Pooled Separate Account NR | — | — | — | $22K | 0.4% | |
| Mutual of America Small Cap Growth Fund Pooled Separate Account NR | — | — | — | $19K | 0.4% | |
| Fidelity VIP Mid Cap Portfolio Pooled Separate Account NR 526 Fidelity VIP Asset Manager Portfolio Pooled Separate Account NR | — | — | — | $18K | 0.3% | |
| Mutual of America Small Cap Value Fund Pooled Separate Account NR | — | — | — | $15K | 0.3% | |
| Fidelity VIP Equity-Income Portfolio Pooled Separate Account NR | — | — | — | $13K | 0.2% | |
| Mutual of America Moderate Allocation Fund Pooled Separate Account NR | — | — | — | $9K | 0.2% | |
| Mutual of America Mid Cap Equity Index Fund Pooled Separate Account NR | — | — | — | $8K | 0.2% | |
| Mutual of America Aggressive Allocation Fund Pooled Separate Account NR | — | — | — | $7K | 0.1% | |
| Mutual of America Interest Accumulation Account Guaranteed Investment Contract NR | — | — | — | $6K | 0.1% | |
| Calvert VP SRI Balanced Portfolio Pooled Separate Account NR | — | — | — | $4K | <0.1% | |
| America Century VP Capital Appreciation Fund Pooled Separate Account NR 826 Vanguard VIF International Portfolio Pooled Separate Account NR | — | — | — | $3K | <0.1% | |
| Mutual of America All America Fund Pooled Separate Account NR | — | — | — | $2K | <0.1% | |
| Mutual of America Intermediate Bond Fund Pooled Separate Account NR | — | — | — | $2K | <0.1% | |
| Mutual of America Money Market Fund Pooled Separate Account NR | — | — | — | $1K | <0.1% | |
| Mutual of America Core Bond Fund Pooled Separate Account NR 219 Mutual of Balanced Fund Pooled Separate Account NR | — | — | — | $1K | <0.1% |
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