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Original filing (PDF)20251015205409NAL0002999587001
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES
Form 5500
FILING_RECEIVED
AFSCME EMPLOYEES SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
1,084
Accounts w/ balance
1,548
Plan assets (EOY)
$195.3M
Net assets (EOY)
$195.2M
How this plan invests
This plan
20 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Funds held in insurance company general accounts * Empower Annuity Insurance Company Guaranteed Long-Term Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES.
Plan sponsor
Name
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES
EIN
53-0237789
Address
1625 L ST., N.W. · WASHINGTON, DC · 200365687
Phone
(202) 429-1000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
PENSION COMMITTEE OF THE AFSCME EMPLOYEES SALARY SAVINGS PLAN
EIN
39-6038352
City
WASHINGTON, DC
Phone
(202) 429-1000
Plan characteristics
Plan number
002
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
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $49K | — |
Investments
3 direct securities · 20 pooled funds· $199.4M(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.
Pooled Separate Account
$141.6M
20 holdings
Uncategorized
$57.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Funds held in insurance company general accounts * Empower Annuity Insurance Company Guaranteed Long-Term Fund | — | — | — | $50.7M | 26.0% | |
| DRYDEN S & P INDEX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $23.5M | 12.0% | |
| LARGE CAP GROWTH/JPMORGAN INVESTMEN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $21.2M | 10.8% | |
| MID CAP GROWTH/ARTISAN PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $13.1M | 6.7% | |
| QMA US BROAD MARKET INDEX - SALB4 EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 671 | Pooled Separate Account | — | — | $11.6M | 5.9% | |
| INTERNATIONAL BLEND/AQR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 125 | Pooled Separate Account | — | — | $10.9M | 5.6% | |
| LT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 168 | Pooled Separate Account | — | — | $8.7M | 4.5% | |
| LARGE CAP VALUE/BARROW HANLEY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 312 | Pooled Separate Account | — | — | $7.8M | 4.0% | |
| Empower Annuity Insurance Company HighGrade Bond/GSAM | — | — | — | $7.0M | 3.6% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $7.0M | 3.6% | |
| SMALL CAP VALUE/KENNEDY CAPITAL FND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $6.0M | 3.0% | |
| SMALL CAP GROWTH/TIMES SQUARE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $5.7M | 2.9% | |
| CORE BOND ENHANCED INDEX/PIM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $3.8M | 1.9% | |
| LIFETIME AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 166 | Pooled Separate Account | — | — | $3.7M | 1.9% | |
| LIFETIME GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 167 | Pooled Separate Account | — | — | $3.4M | 1.7% | |
| MID CAP VALUE/WELLINGTON MANAGEMENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $3.3M | 1.7% | |
| BALANCED I/WELLINGTON MANAGEMENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 084 | Pooled Separate Account | — | — | $3.2M | 1.7% | |
| SA/T ROWE PR EQ INC STRAT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 265 | Pooled Separate Account | — | — | $2.7M | 1.4% | |
| PRUDENTIAL INCOMEFLEX TARGET BAL FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.6M | 1.3% | |
| LIFETIME CONSERVATIVE GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 169 | Pooled Separate Account | — | — | $2.5M | 1.3% | |
| LIFETIME INCOME & EQUITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 170 | Pooled Separate Account | — | — | $1.1M | 0.6% | |
| Empower Annuity Insurance Company QMA International Developed Markets Index Fund | — | — | — | $104K | <0.1% | |
| PGIM QUANT SOLUTIONS INTERNATIONAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 791 | Pooled Separate Account | — | — | $104K | <0.1% |