How big is Elizabeth Glaser Pediatric AIDS Foundation's plan?

Elizabeth Glaser Pediatric AIDS Foundation's plan reported $39.5M in assets and 99 participants for 2024.

Original filing (PDF)20251015203551NAL0011436290001

Elizabeth Glaser Pediatric AIDS Foundation

Name: Elizabeth Glaser Pediatric AIDS Foundation — Form 5500 Plan 001 (2024)
Creator: Elizabeth Glaser Pediatric AIDS Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Elizabeth Glaser Pediatric AIDS Foundation 403(b) Plan

403(b) retirement plan · Elizabeth Glaser Pediatric AIDS Foundation's Elizabeth Glaser Pediatric AIDS Foundation 403(b) Plan held $39.5M in plan assets for 99 participants in 2024, with Voya as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

298

Plan assets (EOY)

$39.5M

Net assets (EOY)

$39.5M

Plan identifiers

Elizabeth Glaser Pediatric AIDS Foundation's EIN is 95-4191698.

EIN 95-4191698

Plan number 001

Plan year 2024

ACK ID 20251015203551NAL0011436290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elizabeth Glaser Pediatric AIDS Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elizabeth Glaser Pediatric AIDS Foundation's plan includes a 403(b) annuity, a default investment (QDIA), automatic enrollment, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

52 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) — 752K (38% of contributions).

Helping the score

Below-peer total plan cost (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION

EIN

all filings

Address

1350 I ST NW · SUITE 400 · WASHINGTON, DC · 20005

Phone

(202) 296-9165

Industry

Health Care & Social Assistance

Plan administrator

Name

SHERIAN ABRAMAITYS-YI

EIN

95-4191698

City

WASHINGTON, DC

Phone

(202) 296-9165

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

BDO USA P.C.

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	SERVICE PROVIDER	$16K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT	36-4317381	—	SERVICE PROVIDER	$6K	—

Investments

52 direct securities · 1 pooled fund· $37.5M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$22.8M

22 holdings

Mutual Funds

$10.6M

25 holdings

Common Collective Trusts

$3.9M

5 holdings

Pooled Separate Account

$136K

1 holding

					% of plan
T. Rowe Price Retirement 2050 Fund Advisor Class	Mutual Funds	—	—	$4.0M	10.1%
VOYA US Stock Index Portfolio Class S2	Other securities	—	—	$3.8M	9.5%
T. Rowe Price Retirement 2045 Fund Advisor Class	Other securities	—	—	$2.7M	6.9%
VOYA Large Cap Growth Portfolio Institutional Class	Other securities	—	—	$2.4M	6.0%
Vanguard Total International Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.3M	5.8%
T. Rowe Price Retirement 2035 Fund Advisor Class	Other securities	—	—	$1.9M	4.8%
T. Rowe Price Retirement 2040 Fund Advisor Class	Other securities	—	—	$1.8M	4.6%
s (continued) * VOYA Russell Mid-Cap Index Portfolio Class I	Mutual Funds	—	—	$1.5M	3.9%
T. Rowe Price Retirement 2030 Fund Advisor Class	Other securities	—	—	$1.4M	3.6%
T. Rowe Price Retirement 2025 Fund Advisor Class	Other securities	—	—	$1.4M	3.5%
Registered Investments - CREF * CREF Growth Account Class R1	Mutual Funds	—	—	$1.4M	3.5%
CREF Equity Index Account Class R1	Common Collective Trusts	—	—	$1.2M	3.1%
VOYA U.S. Bond Index Portfolio Class I	Other securities	—	—	$1.0M	2.6%
John Hancock ESG Large-Cap Core Fund Class A	Other securities	—	—	$923K	2.3%
BlackRock Equity Dividend Fund Institutional Shares	Other securities	—	—	$858K	2.2%
CREF Stock Account Class R1	Mutual Funds	—	—	$792K	2.0%
VOYA Russell Small-Cap Index Portfolio Class I	Other securities	—	—	$783K	2.0%
Pioneer Bond Fund Class A	Other securities	—	—	$752K	1.9%
CREF Global Equities Account Class R1	Mutual Funds	—	—	$742K	1.9%
T. Rowe Price Retirement 2055 Fund Advisor Class	Other securities	—	—	$704K	1.8%
T. Rowe Price Retirement 2060 Fund Advisor Class	Other securities	—	—	$576K	1.5%
American Funds EuroPacific Growth Fund Class R4	Mutual Funds	—	—	$575K	1.5%
Fixed Annuity Contracts, Non-fully benefit-responsive * TIAA Traditional Non-Fully Benefit-Responsive	Mutual Funds	—	—	$574K	1.5%
Cohen & Steers Realty Shares Fund	Other securities	—	—	$505K	1.3%
VOYA JPMorgan Small-Cap Core Equity Portfolio	Other securities	—	—	$446K	1.1%
Fidelity U.S. Sustainability Index Fund	Common Collective Trusts	—	—	$312K	0.8%
T. Rowe Price Retirement 2020 Fund Advisor Class	Other securities	—	—	$302K	0.8%
VOYA Mid-Cap Opportunities Portfolio Class I	Other securities	—	—	$232K	0.6%
Registered Investments - TIAA * TIAA Access Lifecycle 2045 Fund T4	Mutual Funds	—	—	$183K	0.5%
CREF Money Market Account Class R1	Mutual Funds	—	—	$164K	0.4%
T. Rowe Price Retirement 2065 Fund Advisor Class	Other securities	—	—	$161K	0.4%
John Hancock Disciplined Value Mid-Cap Fund Class A	Other securities	—	—	$152K	0.4%
TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$136K	0.3%
TIAA Access Mid-Cap Value Fund T4	Mutual Funds	—	—	$77K	0.2%
TIAA Access Lifecycle 2025 Fund T4	Mutual Funds	—	—	$74K	0.2%
CREF Social Choice Accont Class R1	Mutual Funds	—	—	$71K	0.2%
TIAA Access Large Cap Value Fund T4	Mutual Funds	—	—	$67K	0.2%
TIAA Access Equity Index Fund T4	Common Collective Trusts	—	—	$65K	0.2%
CREF Core Bond Account Class R1	Mutual Funds	—	—	$63K	0.2%
TIAA Access International Equity Fund T4	Mutual Funds	—	—	$57K	0.1%
TIAA Access Lifecycle 2040 Fund T4	Mutual Funds	—	—	$54K	0.1%
T. Rowe Price Retirement 2010 Fund Advisor Class	Other securities	—	—	$48K	0.1%
CREF Inflation-Linked Bond Account Class R1	Mutual Funds	—	—	$46K	0.1%
TIAA Access Quant Small-Cap Equity Fund T4	Mutual Funds	—	—	$41K	0.1%
TIAA Access Mid-Cap Growth Fund T4	Mutual Funds	—	—	$38K	<0.1%
TIAA Access Real Estate Securities Fund T4	Mutual Funds	—	—	$36K	<0.1%
TIAA Access Small-Cap Blend Index Fund T4	Common Collective Trusts	—	—	$27K	<0.1%
TIAA Access Large-Cap Growth Fund T4	Mutual Funds	—	—	$11K	<0.1%
TIAA Access Social Choice Equity Fund T4	Mutual Funds	—	—	$10K	<0.1%
TIAA Access Lifecycle 2050 Fund T4	Mutual Funds	—	—	$7K	<0.1%