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Sponsor portfolioTH

ARMED FORCES BENEFIT ASSOCIATION

EIN 53-0209087-non-profit organization management-Latest filing 2024
Plans
2
Retirement
2
$117.4M assets
Welfare
0
Participants
592
909 NORTH WASHINGTON ST - ALEXANDRIA, VA 22314703-549-4455afba.comLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001TraditionalDB-$68.4M - 336 part#002401k-$49.1M - 256 part

Retirement portfolio analytics

2 plans aggregated / $117.4M assets / 592 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • ASSOCIATION EMPLOYEE PENSION (#001)58%
  • 401(K) INCENTIVE Savings (#002)42%
Total $117.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION EMPLOYEE PENSION (#001)336
  • 401(K) INCENTIVE Savings (#002)256
Total 592Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARMED FORCES BENEFIT ASSOCIATION EMPLOYEE PENSION PLAN

TraditionalDB

Assets$68.4M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ARMED FORCES BENEFIT ASSOCIATION (AFBA) 401(K) INCENTIVE SAVINGS PLAN

401k

Assets$49.1M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARMED FORCES BENEFIT ASSOCIATION EMPLOYEE PENSION PLANTraditionalDB$68.4M3362024
002ARMED FORCES BENEFIT ASSOCIATION (AFBA) 401(K) INCENTIVE SAVINGS PLAN401k$49.1M2562024
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