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Original filing (PDF)20250815153715NAL0010613425001
AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION
Form 5500
FILING_RECEIVED
AAFMAA ENTITY 401K PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
200
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION.
Plan sponsor
Name
AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION
EIN
53-0213841
Address
1856 OLD RESTON AVENUE · SUITE 300 · RESTON, VA · 201903305
Phone
(703) 707-4503
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
2025-08-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $280 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
27 direct securities · 2 pooled funds· $11.4M(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
$10.3M
27 holdings
Common Collective Trust
$1.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Admiral Mutual Fund | — | — | — | $2.9M | 26.7% | |
| Fund Vanguard 500 Index Fund Admiral Mutual Fund | — | — | — | $2.4M | 22.5% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $1.4M | 12.5% | |
| BlackRock International Institutional Fund Mutual Fund | — | — | — | $603K | 5.6% | |
| PUTNAM STABLE VAL (50) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $584K | 5.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $577K | 5.3% | |
| Putnam Small Cap Growth Fund Mutual Fund | — | — | — | $459K | 4.2% | |
| Putnam Core Equity Fund Mutual Fund | — | — | — | $434K | 4.0% | |
| Putnam Large Cap Value Fund Mutual Fund | — | — | — | $409K | 3.8% | |
| Putnam Sustainable Future Fund Mutual Fund | — | — | — | $193K | 1.8% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $191K | 1.8% | |
| Transamerica LifeGoal 2045 Fund Common Collective Trust | — | — | — | $185K | 1.7% | |
| Admiral Vanguard Total International Stock Index Mutual Fund | — | — | — | $134K | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $128K | 1.2% | |
| Putnam Income Fund Mutual Fund | — | — | — | $124K | 1.1% | |
| Transamerica LifeGoal 2025 Fund Common Collective Trust | — | — | — | $122K | 1.1% | |
| Admiral Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $119K | 1.1% | |
| Harbor International Fund Mutual Fund | — | — | — | $91K | 0.8% | |
| Transamerica LifeGoal 2035 Fund Common Collective Trust | — | — | — | $57K | 0.5% | |
| Transamerica LifeGoal 2040 Fund Common Collective Trust | — | — | — | $50K | 0.5% | |
| Royce Micro-Cap Service Fundamentals Mutual Fund | — | — | — | $49K | 0.4% | |
| Transamerica LifeGoal Retirement Fund Common Collective Trust | — | — | — | $41K | 0.4% | |
| Transamerica LifeGoal 2055 Fund Common Collective Trust | — | — | — | $41K | 0.4% | |
| Putnam Balanced Fund Mutual Fund | — | — | — | $35K | 0.3% | |
| Transamerica LifeGoal 2060 Fund Common Collective Trust | — | — | — | $31K | 0.3% | |
| Putnam Sustainable Leaders Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| Transamerica LifeGoal 2030 Fund Common Collective Trust | — | — | — | $19K | 0.2% | |
| Transamerica LifeGoal 2065 Fund Common Collective Trust | — | — | — | $16K | 0.1% | |
| Transamerica LifeGoal 2050 Fund Common Collective Trust | — | — | — | $15K | 0.1% |
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