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Original filing (PDF)20250820135717NAL0003282273001
POINTS OF LIGHT FOUNDATION
Form 5500
FILING_RECEIVED
POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
33% in single holding
Active participants
66
Accounts w/ balance
151
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Capital Group American Funds American Balanced R6" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINTS OF LIGHT FOUNDATION.
Plan sponsor
Name
POINTS OF LIGHT FOUNDATION
EIN
65-0206641
Address
101 MARIETTA ST NW STE 3100 · ATLANTA, GA · 30303
Phone
(404) 979-2900
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
2025-08-20
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $2K | — |
Investments
29 direct securities· $14.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Capital Group American Funds American Balanced R6 | — | — | — | $4.9M | 33.3% | |
| JP Morgan Jpmorgan Large Cap Growth R6 | — | — | — | $1.5M | 10.4% | |
| Fidelity 500 Index | — | — | — | $1.4M | 9.7% | |
| JP Morgan Jpmorgan Us Research Enhanced Equity R6 | — | — | — | $1.1M | 7.6% | |
| Mfs International Growth R6 Mfs International Growth R6 | — | — | — | $809K | 5.5% | |
| T. Rowe Price T. Rowe Price New Horizons I | — | — | — | $626K | 4.2% | |
| Fidelity Mid Cap Growth Index | — | — | — | $556K | 3.8% | |
| Fidelity Extended Market Index | — | — | — | $517K | 3.5% | |
| Fidelity Multi-Asset Index Fund | — | — | — | $464K | 3.1% | |
| T. Rowe Price T. Rowe Price Health Sciences I | — | — | — | $385K | 2.6% | |
| Fidelity Mid Cap Value Index | — | — | — | $358K | 2.4% | |
| JP Morgan Jpmorgan U.S. Value R6 | — | — | — | $264K | 1.8% | |
| T. Rowe Price T. Rowe Price Global Multi-Sector Bd I | — | — | — | $215K | 1.5% | |
| Pimco Income Instl Pimco Income Instl | — | — | — | $208K | 1.4% | |
| American Capital Group American Funds New Perspective R6 | — | — | — | $175K | 1.2% | |
| Fidelity Total Market Index | — | — | — | $175K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $166K | 1.1% | |
| Blackrock Total Return K | — | — | — | $135K | 0.9% | |
| Empower Trust Company EI Fixed Account - Series Class III | — | — | — | $130K | 0.9% | |
| Fidelity Global Ex Us Index | — | — | — | $125K | 0.8% | |
| Blackrock Inflation Protected Bond K | — | — | — | $101K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2035 I | — | — | — | $100K | 0.7% | |
| Fidelity Emerging Markets Index | — | — | — | $77K | 0.5% | |
| American Capital Group American Century Real Estate R6 | — | — | — | $71K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2055 I | — | — | — | $43K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement I 2050 I | — | — | — | $36K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2045 I | — | — | — | $23K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2030 I | — | — | — | $5K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement I 2060 I | — | — | — | $4K | <0.1% |
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