Original filing (PDF)20250723134021NAL0008842066001

Prison Fellowship Ministries

Name: Prison Fellowship Ministries — The Prison Fellowship, Form 5500 (2024)
Creator: Prison Fellowship Ministries
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Prison Fellowship Ministries 403(b) Retirement Plan

403(b) retirement plan · Prison Fellowship Ministries' The Prison Fellowship Ministries 403(b) Retirement Plan held $24.0M in plan assets for 284 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

284

Accounts w/ balance

412

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

How this plan invests

This plan

30 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRISON FELLOWSHIP MINISTRIES.

Plan sponsor

Name

PRISON FELLOWSHIP MINISTRIES

EIN

62-0988294all filings

Address

44180 RIVERSIDE PARKWAY · LANSDOWNE, VA · 20176

Phone

(703) 554-8541

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$41K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC	26-0058143	—	ADVISOR	$35K	—

Investments

30 direct securities· $24.4M(100% of reported assets)

Other securities

$16.0M

19 holdings

Mutual Funds

$4.5M

7 holdings

Common Collective Trusts

$3.5M

1 holding

Bonds / Notes

$456K

2 holdings

Insurance Contracts

$36K

1 holding

					% of plan
Vanguard 500 Index Admiral Fund Mutual Fund NR	Common Collective Trusts	—	—	$3.5M	14.4%
T. Rowe Price Retirement 2040 Mutual Fund NR	Other securities	—	—	$2.1M	8.6%
MFS Massachusetts Invs Gr Stk R6	Mutual Funds	—	—	$1.9M	8.1%
T. Rowe Price Retirement 2035 Mutual Fund NR	Other securities	—	—	$1.6M	6.8%
T. Rowe Price Retirement 2045 Mutual Fund NR	Other securities	—	—	$1.6M	6.7%
T. Rowe Price Retirement 2030 Mutual Fund NR	Other securities	—	—	$1.5M	6.1%
T. Rowe Price Small-Cap Stock Mutual Fund NR	Other securities	—	—	$1.3M	5.6%
T. Rowe Price Retirement 2025 Mutual Fund NR	Other securities	—	—	$1.3M	5.4%
Guaranteed Investment * Transamerica Guaranteed Investment Option Contract NR	Other securities	—	—	$1.0M	4.3%
T. Rowe Price Retirement 2055 Mutual Fund NR	Other securities	—	—	$964K	4.0%
BlackRock Equity Dividend Fund Mutual Fund NR	Other securities	—	—	$938K	3.9%
T. Rowe Price Retirement 2020 Mutual Fund NR	Other securities	—	—	$850K	3.5%
Federated Hermes Total Return Bond Fund Mutual Fund NR	Other securities	—	—	$784K	3.3%
T. Rowe Price Retirement 2050 Mutual Fund NR	Other securities	—	—	$773K	3.2%
Vanguard Extended Market Index Admiral Fund Mutual Fund NR	Mutual Funds	—	—	$632K	2.6%
T. Rowe Price Retirement 2010 Mutual Fund NR	Other securities	—	—	$568K	2.4%
American Funds EuroPacific Growth Fund Mutual Fund NR	Mutual Funds	—	—	$566K	2.4%
Vanguard Total Bd Mkt Index Adm	Mutual Funds	—	—	$369K	1.5%
Nuveen Social Choice Eq Instl	Mutual Funds	—	—	$331K	1.4%
Nuveen Large Cap Responsible Equity Fund Mutual Fund NR	Mutual Funds	—	—	$331K	1.4%
Vanguard Total International Stock Index Admiral Fund Mutual Fund NR	Mutual Funds	—	—	$276K	1.1%
Various, bearing interest from * Participant loans 4.25% - 9.50% -	Bonds / Notes	—	—	$228K	0.9%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$228K	0.9%
Victory Sycamore Established Value Fund Mutual Fund NR	Other securities	—	—	$202K	0.8%
T. Rowe Price Retirement 2060 Mutual Fund NR	Other securities	—	—	$192K	0.8%
Allspring Special Small Cap Value Fund Mutual Fund NR	Other securities	—	—	$74K	0.3%
Carillon Eagle Mid Cap Growth Fund Mutual Fund NR	Other securities	—	—	$69K	0.3%
T. Rowe Price Retirement 2065 Mutual Fund NR	Other securities	—	—	$64K	0.3%
T. Rowe Price Retirement 2015 Mutual Fund NR	Other securities	—	—	$56K	0.2%
General Account NR	Insurance Contracts	—	—	$36K	0.2%