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American Psychological Association

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

American Psychological Association

72
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
72
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (74)
Highest in Peer Group (91)

Plan Description

American Psychological Association 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Total Plan Cost. American Psychological Association 401k Plan currently has over 1,400 active participants and over $101.2M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (72) and the top rated plan (91) could equate to:
13
Additional years of work
7,654
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 750 1 St N.e.
  • Location
    Washington , DC
    • 20002
  • Industry
    Other Services (except Public Administration)
  • Administrator
    Ismael Rivera
  • Net Plan Assets
    $101,000,000
  • Total Participants
    1,500
  • Avg Account Balance
    $80,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
Natural Resources Defense Council 83.8
Save the Children Federation 79.4
SCAN Health Plan 77.4
InterVarsity Christian Fellowship/USA 71.4
AAA East Central 70.6
High Point University 69.1
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Top Industry Articles

exclusives
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
September 20, 2019
Compliance
SECURE Act Update: Revisions to Model Rollover Notices

Although the landmark legislation will take years before it is fully implemented, many of the provisions are already in effect—including two that require immediate changes to the 402(f) notice given to participants to help them understand their rollover options.

February 7, 2020
exclusives
Washington Update: Industry Turns Attention to Portman-Cardin Bill
The president’s budget proposal may be short on retirement reforms, but members of Congress are already looking beyond the SECURE Act.
February 11, 2020
exclusives
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.”
August 14, 2019
Compliance
FINRA Wants to Help You With Reg BI Compliance

As the enforcement date approaches for the sweeping Regulation Best Interest rulemaking package, FINRA is working hand-in-hand with the SEC to ensure effective coordination—and to support advisers working on associated compliance challenges.

February 12, 2020

Investments

Investment Menu Stats

# of Investment Options

44

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
JPMorgan SmartRetirement 30%
36%
TIAA-CREF Traditional Annuity 15%
N/A
TIAA-CREF Stock 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
MassMutual
Insurance Carrier
TIAA-Nuveen
Recordkeeper
MassMutual
Auditor
Calibre CPA Group PLLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Insights

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*Articles are published by advisors without compensation
Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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