Original filing (PDF)20250617140845NAL0004367042001

AMERICAN COLLEGE OF RHEUMATOLOGY

Name: AMERICAN COLLEGE OF RHEUMATOLOGY — AMERICAN COLLEGE OF RHEUMATOLOGY RETIREMENT PLAN, Form 5500 (2024)
Creator: AMERICAN COLLEGE OF RHEUMATOLOGY

Form 5500

FILING_RECEIVED

AMERICAN COLLEGE OF RHEUMATOLOGY RETIREMENT PLAN

401(k) retirement plan

Active participants

119

Accounts w/ balance

170

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN COLLEGE OF RHEUMATOLOGY.

Plan sponsor

Name

AMERICAN COLLEGE OF RHEUMATOLOGY

EIN

58-1627547

Address

2200 LAKE BOULEVARD NE · ATLANTA, GA · 30319

Phone

(404) 633-3777

Industry

Other Services (ex. Public Admin)see 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

2025-06-17

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)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$21K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp

Investments

28 direct securities· $20.3M(100% of reported assets)

Other securities

$20.3M

27 holdings

Common Stock

$13K

1 holding

					% of plan
Nuveen Large Cap Growth Index R6	Other securities	—	—	$3.4M	16.9%
Fidelity Freedom Index 2050 Instl Prem	Other securities	—	—	$2.2M	11.0%
Fidelity 500 Index	Other securities	—	—	$1.7M	8.4%
Fidelity Freedom Index 2045 Instl Prem	Other securities	—	—	$1.6M	7.8%
Fidelity Freedom Index 2030 Instl Prem	Other securities	—	—	$1.4M	7.0%
Fidelity Freedom Index 2035 Instl Prem	Other securities	—	—	$1.2M	5.9%
Fidelity Freedom Index 2040 Instl Prem	Other securities	—	—	$1.2M	5.7%
Neuberger Berman Mid Cap Growth R6	Other securities	—	—	$1.0M	5.0%
EI Fixed Account - Series Class I	Other securities	—	—	$810K	4.0%
Fidelity Freedom Index 2055 Instl Prem	Other securities	—	—	$780K	3.8%
American Funds American Mutual R6	Other securities	—	—	$766K	3.8%
Mass Mutual Small Cp Grth Eqty I	Other securities	—	—	$648K	3.2%
Nuveen Core Plus Bond R6	Other securities	—	—	$641K	3.2%
DFA Large Cap International I	Other securities	—	—	$627K	3.1%
Fidelity International Index	Other securities	—	—	$415K	2.0%
MFS Mid Cap Value R6	Other securities	—	—	$388K	1.9%
Fidelity Mid Cap Index	Other securities	—	—	$319K	1.6%
Fidelity Advisor Small Cap Value Z	Other securities	—	—	$263K	1.3%
Fidelity Freedom Index 2060 Instl Prem	Other securities	—	—	$184K	0.9%
Fidelity Emerging Markets Index	Other securities	—	—	$177K	0.9%
Fidelity Freedom Index 2015 Instl Prem	Other securities	—	—	$99K	0.5%
Fidelity US Bond Index	Other securities	—	—	$92K	0.5%
Fidelity Freedom Index 2025 Instl Prem	Other securities	—	—	$81K	0.4%
Principal Real Estate Securities Fd R-6	Other securities	—	—	$81K	0.4%
Fidelity Freedom Index 2065 Instl Prem	Other securities	—	—	$51K	0.3%
Fidelity Small Cap Index	Other securities	—	—	$45K	0.2%
Fidelity Freedom Index 2020 Instl Prem	Other securities	—	—	$35K	0.2%
Fidelity Freedom Index Inc Instl Prem	Common Stock	—	—	$13K	<0.1%