How big is Population Services International's plan?

Population Services International's plan reported $42.7M in assets and 253 participants for 2024.

Original filing (PDF)20250905224552NAL0029594864001

Population Services International

Name: Population Services International — Population, Form 5500 (2024)
Creator: Population Services International
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Population Services International 403(b) Plan

403(b) retirement plan · Population Services International's Population Services International 403(b) Plan held $42.7M in plan assets for 253 participants in 2024, with Newport Group as recordkeeper.

Signals · 1

Late participant contributions

Active participants

253

Accounts w/ balance

328

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

People on this filing

Corey Martin signed Population Services International's 2024 Form 5500 as plan administrator.

Corey Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Population Services International's EIN is 56-0942853.

EIN 56-0942853

Plan number 004

Plan year 2024

ACK ID 20250905224552NAL0029594864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Population Services International from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Population Services International's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POPULATION SERVICES INTERNATIONAL.

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How this plan invests

This plan

126 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 91K (4% of contributions).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

POPULATION SERVICES INTERNATIONAL

EIN

all filings

Address

1120 19TH STREET NW · SUITE 600 · WASHINGTON, DC · 20036

Phone

(202) 785-0072

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$11K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

126 direct securities· $42.5M(100% of reported assets)

Mutual Funds

$36.6M

117 holdings

Common Collective Trusts

$5.6M

2 holdings

U.S. Treasuries

$108K

2 holdings

Participant loans

$104K

1 holding

Other securities

$102K

2 holdings

Bonds / Notes

$11K

1 holding

Agency / Mortgage-Backed

$2K

1 holding

					% of plan
Fidelity 500 Index Adv Mutual Fund	Common Collective Trusts	—	—	$4.5M	10.4%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$3.9M	9.0%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$3.8M	9.0%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$3.1M	7.2%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$2.9M	6.8%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$2.0M	4.6%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$1.9M	4.4%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$1.6M	3.8%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$1.5M	3.6%
Fidelity Total Market Index Adv Mutual Fund	Common Collective Trusts	—	—	$1.1M	2.7%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$1.1M	2.7%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$1.1M	2.6%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$1.1M	2.5%
Fidelity NASDAQ Composite Index Mutual Fund	Mutual Funds	—	—	$964K	2.3%
MFS Growth Mutual Fund	Mutual Funds	—	—	$755K	1.8%
Fidelity Blue Chip Growth Mutual Fund	Mutual Funds	—	—	$747K	1.8%
Fidelity Capital Appreciation Mutual Fund	Mutual Funds	—	—	$675K	1.6%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$623K	1.5%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$615K	1.4%
Vanguard Inst Target Ret Income Mutual Fund	Mutual Funds	—	—	$461K	1.1%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$429K	1.0%
Fidelity Freedom 2030 K Mutual Fund	Mutual Funds	—	—	$417K	1.0%
Fidelity Select Semiconductor Mutual Fund	Mutual Funds	—	—	$408K	1.0%
Fidelity Equity Income Mutual Fund	Mutual Funds	—	—	$293K	0.7%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$274K	0.6%
Fidelity Government Money Market Money Market	Mutual Funds	—	—	$273K	0.6%
Fidelity Select Medical Technologies and Devices Mutual Fund	Mutual Funds	—	—	$255K	0.6%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$248K	0.6%
Vanguard Explorer AdmiralMarkets Stock Mutual Fund	Mutual Funds	—	—	$213K	0.5%
Fidelity Growth Company Mutual Fund	Mutual Funds	—	—	$212K	0.5%
Fidelity Total Bond Mutual Fund	Mutual Funds	—	—	$197K	0.5%
Fidelity Balanced Mutual Fund	Mutual Funds	—	—	$192K	0.5%
Fidelity Select Retailing Mutual Fund	Mutual Funds	—	—	$188K	0.4%
Fidelity Leveraged Company Stock Mutual Fund	Mutual Funds	—	—	$177K	0.4%
Fidelity OTC Portfolio Mutual Fund	Mutual Funds	—	—	$170K	0.4%
Fidelity Asset Manager 50% Mutual Fund	Mutual Funds	—	—	$165K	0.4%
Fidelity Intermediate Government Income Mutual Fund ** 760 * Fidelity International Capital Appreciation Mutual Fund	Mutual Funds	—	—	$155K	0.4%
Fidelity Asset Manager 70% Mutual Fund	Mutual Funds	—	—	$140K	0.3%
Fidelity U.S. Bond Index Adv Mutual Fund	Mutual Funds	—	—	$134K	0.3%
Fidelity Select Software Mutual Fund	Mutual Funds	—	—	$126K	0.3%
Fidelity Emerging Markets Mutual Fund	Mutual Funds	—	—	$119K	0.3%
Fidelity Equity Diversified Income Mutual Fund	Mutual Funds	—	—	$108K	0.3%
Fidelity Low-Priced Stock Mutual Fund	Mutual Funds	—	—	$107K	0.3%
maturing at various dates * Participant Loans through October 2029 -	Participant loans	—	—	$104K	0.2%
Fidelity Magellan Mutual Fund	Mutual Funds	—	—	$99K	0.2%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$97K	0.2%
Fidelity Growth & Income Mutual Fund	Mutual Funds	—	—	$96K	0.2%
Fidelity International Discovery Mutual Fund	Mutual Funds	—	—	$92K	0.2%
loan repayments are included: Contributions Corrected Corrections in VFCP and PTE X Not Corrected Outside VFCP 2002-51 97,756 X	Other securities	—	$7K	$91K	0.2%
Fidelity Short Term Treasury Bond Index Mutual Fund	U.S. Treasuries	—	—	$89K	0.2%