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Original filing (PDF)20250905163742NAL0010701043001
POPULATION SERVICES INTERNATIONAL
Form 5500
FILING_RECEIVED
THE POPULATION SERVICES INTERNATIONAL RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
204
Accounts w/ balance
658
Plan assets (EOY)
$55.9M
Net assets (EOY)
$55.9M
How this plan invests
This plan
27 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 (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPULATION SERVICES INTERNATIONAL.
Plan sponsor
Name
POPULATION SERVICES INTERNATIONAL
EIN
56-0942853
Address
1120 19TH STREET NW · SUITE 600 · WASHINGTON, DC · 20036
Phone
(202) 785-0072
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $22K | — |
Investments
27 direct securities· $54.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $13.5M | 24.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $9.1M | 16.4% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $6.8M | 12.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $6.8M | 12.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.6M | 6.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $3.5M | 6.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $2.0M | 3.5% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $1.7M | 3.0% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.4M | 2.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $702K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $670K | 1.2% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $574K | 1.0% | |
| MFS Growth Fund Mutual Fund | — | — | — | $401K | 0.7% | |
| American Funds New World R6 Mutual Fund | — | — | — | $379K | 0.7% | |
| Index Fund Mutual Fund | — | — | — | $295K | 0.5% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual Fund | — | — | — | $280K | 0.5% | |
| American Century Mid Cap Value Mutual Fund | — | — | — | $236K | 0.4% | |
| Standard Ins Co Stable Asset II Interest rates from Fully-Benefit-Responsive 3.00% - 3.10% | — | — | — | $235K | 0.4% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $215K | 0.4% | |
| Vanguard Short Term Treasury Admiral Mutual Fund | — | — | — | $193K | 0.3% | |
| MFS Value Fund Mutual Fund | — | — | — | $142K | 0.3% | |
| Vanguard Total International Bond Index Admiral Fund Mutual Fund | — | — | — | $122K | 0.2% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $110K | 0.2% | |
| Vanguard REIT Index Admiral Mutual Fund | — | — | — | $39K | <0.1% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $38K | <0.1% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $10K | <0.1% |