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Original filing (PDF)20251015100729NAL0004259809001
INTERNATIONAL ORGANIZATION FOR MIGRATION
Form 5500
FILING_RECEIVED
INTERNATIONAL ORGANIZATION FOR MIGRATION - EAST CONTRACT EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
286
Accounts w/ balance
177
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL ORGANIZATION FOR MIGRATION.
Plan sponsor
Name
INTERNATIONAL ORGANIZATION FOR MIGRATION
EIN
53-6003423
Address
1707 L ST NW · SUITE 800 · WASHINGTON, DC · 20036
Phone
(212) 681-7000
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GOLDFINE & COMPANY CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | MINNEAPOLIS, MN | FINANCIAL ADVISOR | $6K | — |
Investments
26 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM CORE BOND Registered Investment Company | — | — | — | $1.6M | 23.8% | |
| VNGRD GRWTH INDX Registered Investment Company | — | — | — | $1.5M | 21.3% | |
| INVSC INTL DVRSFD Registered Investment Company | — | — | — | $1.2M | 17.4% | |
| VNGRD VALUE INDX Registered Investment Company | — | — | — | $1.1M | 16.8% | |
| party (b) Identity of Issue, Borrower, Lessor or Maturity Date, Rate of Interest, (d) (e) Current involved Similar Party Collateral, Par, or Maturity Value Cost Value Mutual Funds: SHARES / UNITS VNGRD EXTND MRKT INDX Registered Investment Company | — | — | — | $933K | 13.7% | |
| LINCOLN NY STABLE VALUE ACCOUNT - LYGPG Common / Collective Trust | — | — | — | $753K | 11.0% | |
| AM FDS CPTL INCM BLDR Registered Investment Company | — | — | — | $473K | 6.9% | |
| ALLSPRING PRCS MTLS Registered Investment Company ** 205 ALGER CPTL APPR INSTNL Registered Investment Company | — | — | — | $464K | 6.8% | |
| INVSC DVLPG MRKTS Registered Investment Company | — | — | — | $324K | 4.8% | |
| VICTORY SYCMRE SML CO OPP Registered Investment Company | — | — | — | $287K | 4.2% | |
| * Notes receivable from participants Maturity Date July 29, 2054 Interest Rates (3.25% - 9.50%) N/A | — | — | — | $265K | 3.9% | |
| TCHSTN ACTV BOND Registered Investment Company | — | — | — | $238K | 3.5% | |
| PRINCPL REAL ESTAT SECRT Registered Investment Company | — | — | — | $227K | 3.3% | |
| FRST EGL GLBL Registered Investment Company | — | — | — | $203K | 3.0% | |
| MCQRIE SCI & TECHNGY Registered Investment Company | — | — | — | $178K | 2.6% | |
| MCQRIE HIGH INCM Registered Investment Company | — | — | — | $165K | 2.4% | |
| GLD SCH SMCP VALUE Registered Investment Company | — | — | — | $138K | 2.0% | |
| PUTNAM INCM Registered Investment Company | — | — | — | $134K | 2.0% | |
| CLMBA SELIGMN GLBL TECHNGY INSTNL Registered Investment Company | — | — | — | $115K | 1.7% | |
| BARON ASST Registered Investment Company | — | — | — | $47K | 0.7% | |
| INVSC GLBL OPP Registered Investment Company | — | — | — | $37K | 0.5% | |
| FRNKLN UTIL Registered Investment Company | — | — | — | $30K | 0.4% | |
| AM FDS 2035 TRGT DATE RTRMT Registered Investment Company ** 134 AM FDS 2040 TRGT DATE RTRMT Registered Investment Company | — | — | — | $23K | 0.3% | |
| JPM EQTY INCM Registered Investment Company | — | — | — | $18K | 0.3% | |
| INVSC INTL BOND Registered Investment Company | — | — | — | $15K | 0.2% | |
| AM FDS 2050 TRGT DATE RTRMT Registered Investment Company | — | — | — | $1K | <0.1% |
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