James Edgar Vroom signed Reston Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reston Association's EIN is 54-6060435.
Download the official 2024 Form 5500 (PDF) for Reston Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reston Association's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QP CONSULTING | — | TAKOMA PARK, MD | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA U.S. Core Equity I | Mutual Funds | — | — | $2.0M | 13.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 9.8% | |
| DFA U.S Core Equity II Fund Instl | Mutual Funds | — | — | $1.3M | 9.2% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $1.2M | 8.4% | |
| DFA Intl Core Equity Portfolio Instl | Mutual Funds | — | — | $1.1M | 7.9% | |
| Fidelity Large-Cap Growth Index | Mutual Funds | — | — | $946K | 6.5% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $687K | 4.7% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $684K | 4.7% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $626K | 4.3% | |
| Putnam Stable Value | Stable Value | — | — | $599K | 4.1% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $582K | 4.0% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $540K | 3.7% | |
| Fidelity Small-Cap Index | Mutual Funds | — | — | $488K | 3.4% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $447K | 3.1% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $414K | 2.9% | |
| iShares Manning & Napier HY Bond Series Z | Other securities | — | — | $287K | 2.0% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $215K | 1.5% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $209K | 1.4% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $105K | 0.7% | |
| DFA U.S Large-Cap Value Portfolio I | Mutual Funds | — | — | $95K | 0.7% | |
| Vanguard Interm-Term Bond Admiral | Mutual Funds | — | — | $89K | 0.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $85K | 0.6% | |
| iShares MSCI KLD 400 Social ETF | Other securities | — | — | $85K | 0.6% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $62K | 0.4% | |
| various dates through August 2028. | Other securities | — | — | $60K | 0.4% | |
| Ascensus LLC iShares iBoxx $ High Yield Corp Bond ETF 0 Ascensus LLC iShares Russell Mid-Cap Value ETF 0 Ascensus LLC Vanguard Real Estate Index ETF 0 Ascensus LLC Participant Loans; interest rates 4.25%-10.50% | Mutual Funds | — | — | $60K | 0.4% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $58K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I | Mutual Funds | — | — | $22K | 0.2% | |
| DFA Inflation-Protected Sec Port I | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
