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Original filing (PDF)20251008161517NAL0010145472001
AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS
Form 5500
FILING_RECEIVED
AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS STAFF 401(K) RETIREMENT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
336
Plan assets (EOY)
$44.4M
Net assets (EOY)
$44.4M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS.
Plan sponsor
Name
AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS
EIN
90-0489809
Address
409 12TH ST SW · WASHINGTON, DC · 200242125
Phone
(202) 863-2495
Industry
Educational Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
Investments
21 direct securities· $44.3M(100% of reported assets)
Uncategorized
$36.5M
20 holdings
Mutual Funds
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Principal Funds Inc Principal Lifetime 2050 | Mutual Funds | — | — | $7.8M | 17.6% | |
| Principal Funds Inc Principal Lifetime 2040 | — | — | — | $7.3M | 16.4% | |
| Principal Funds Inc Principal Lifetime 2030 | — | — | — | $6.2M | 14.0% | |
| Principal Funds Inc Principal Large Cap S&P 500 Fund | — | — | — | $3.4M | 7.8% | |
| Capital Group American Funds Fundamental Fund | — | — | — | $2.9M | 6.6% | |
| Principal Funds Inc Principal Lifetime 2020 | — | — | — | $2.3M | 5.2% | |
| PGIM Investments PGIM Jennison Small Co Z Fund | — | — | — | $2.2M | 4.9% | |
| Capital Group American Funds Growth Fund of America | — | — | — | $1.8M | 4.1% | |
| Principal Funds Inc Principal Lifetime 2060 | — | — | — | $1.7M | 3.8% | |
| Principal Funds Inc Principal Lifetime Strategic Fund | — | — | — | $1.5M | 3.3% | |
| Principal Funds Inc Principal Lifetime Mid Cap S&P 400 Fund | — | — | — | $1.3M | 3.0% | |
| Fidelity Investments Fidelity Advisor High Income Advantage I Fund | — | — | — | $1.2M | 2.7% | |
| Principal Life Insurance Fixed Income Guaranteed Option Company | — | — | — | $1.1M | 2.4% | |
| Principal Funds Inc Principal Diversified International Fund | — | — | — | $1.0M | 2.3% | |
| PGIM Investments PGIM Total Return Bond Z Fund | — | — | — | $499K | 1.1% | |
| Principal Funds Inc Principal Real Estate Securities Fund | — | — | — | $474K | 1.1% | |
| Delaware Investments Delaware Value Institutional Fund | — | — | — | $459K | 1.0% | |
| Principal Funds Inc Principal Small Cap Value II Fund | — | — | — | $435K | 1.0% | |
| Artisan International Institutional | — | — | — | $429K | 1.0% | |
| Oppenheimer Invesco Developing Markets I Fund | — | — | — | $173K | 0.4% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | — | — | — | $150K | 0.3% |