Anne Perry signed Downeast Community Partners' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Downeast Community Partners' EIN is 01-0288757.
Download the official 2023 Form 5500 (PDF) for Downeast Community Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Downeast Community Partners' plan includes a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $1K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $2.1M | 80.2% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2030 Fund - | Common Stocks | — | — | $645K | 24.9% | |
| Mutual of America GROUP ANNUITY CONTACTClear Passage 2035 Fund - | Common Stocks | — | — | $332K | 12.8% | |
| Mutual of America GROUP ANNUITY CONTACT Interest Accumulation - | Common Stocks | — | — | $245K | 9.4% | |
| Voya Retirement Insurance & Annuity Co. International High Dividend Low Volatility - 799 * Voya Retirement Insurance & Annuity Co. Voya Fixed Account - | Common Stocks | — | — | $174K | 6.7% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2025 Fund - | Common Stocks | — | — | $165K | 6.4% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2045 Fund - | Common Stocks | — | — | $159K | 6.1% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2055 Fund - | Common Stocks | — | — | $120K | 4.6% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $93K | 3.6% | |
| Mutual of America GROUP ANNUITY CONTACT Aggressive Allocation - | Common Stocks | — | — | $65K | 2.5% | |
| Mutual of America GROUP ANNUITY CONTACT Fidelity VIP Contrafund Portfolio - | Mutual Funds | — | — | $65K | 2.5% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2040 Fund - | Common Stocks | — | — | $62K | 2.4% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2060 Fund - | Common Stocks | — | — | $48K | 1.9% | |
| GROUP ANNUITY CONTACT Fidelity VIP Equity-Income * Mutual of America Portfolio - 993 * Mutual of America GROUP ANNUITY CONTACT Fidelity VIP Mid Cap Portfolio - | Mutual Funds | — | — | $42K | 1.6% | |
| MoA Core Bond Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $40K | 1.5% | |
| Mutual of America GROUP ANNUITY CONTACT Mid Cap Value Fund - | Common Stocks | — | — | $37K | 1.4% | |
| GROUP ANNUITY CONTACT T. Rowe Price Blue Chip Growth * Mutual of America Portfolio - | Common Stocks | — | — | $29K | 1.1% | |
| Mutual of America GROUP ANNUITY CONTACT Moderate Allocation - | Common Stocks | — | — | $26K | 1.0% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2050 Fund - | Common Stocks | — | — | $26K | 1.0% | |
| Voya Retirement Insurance & Annuity Co. Government Money Market Portfolio - 30 * Voya Retirement Insurance & Annuity Co. Growth and Income Portfolio - | Cash / Money Market | — | — | $25K | 1.0% | |
| Mutual of America GROUP ANNUITY CONTACT Small Cap Growth Fund - | Common Stocks | — | — | $25K | 1.0% | |
| MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $22K | 0.9% | |
| GROUP ANNUITY CONTACT Vanguard VIF International * Mutual of America Portfolio - | Mutual Funds | — | — | $22K | 0.8% | |
| GROUP ANNUITY CONTACT Vanguard VIF Diversified Value * Mutual of America Portfolio - | Mutual Funds | — | — | $20K | 0.8% | |
| DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $18K | 0.7% | |
| Voya Retirement Insurance & Annuity Co. Intermedieate Bond Portfolio - 341 * Voya Retirement Insurance & Annuity Co. Large Cap Growth Portfolio - | Common Stocks | — | — | $17K | 0.7% | |
| Mutual of America GROUP ANNUITY CONTACT Small Cap Value Fund - | Common Stocks | — | — | $17K | 0.7% | |
| GROUP ANNUITY CONTACT American Funds Insurance Series * Mutual of America New World Fund - 4 * Mutual of America GROUP ANNUITY CONTACT Calvert VP SRI Balanced Portfolio - | Mutual Funds | — | — | $13K | 0.5% | |
| Mutual of America GROUP ANNUITY CONTACT Balanced Fund - | Common Stocks | — | — | $13K | 0.5% | |
| GROUP ANNUITY CONTACT Vanguard VIF Real Estate Index * Mutual of America Portfolio - | Mutual Funds | — | — | $12K | 0.5% | |
| Mutual of America GROUP ANNUITY CONTACT Money Market Fund - 327 * Mutual of America GROUP ANNUITY CONTACT Retirement Income Fund - 18 * Mutual of America GROUP ANNUITY CONTACT Small Cap Equity Index Fund - | Common Collective Trusts | — | — | $11K | 0.4% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2020 Fund - 88 * Voya Retirement Insurance & Annuity Co. Fidelity VIP Contrafund Portfolio - | Mutual Funds | — | — | $10K | 0.4% | |
| . Voya Retirement Insurance & Annuity Co. VY TRwPr Grw Eqty Pt I | Common Stocks | — | — | $9K | 0.3% | |
| Voya Retirement Insurance & Annuity Co. Invesco Equity & Income Portfolio - | Mutual Funds | — | — | $8K | 0.3% | |
| Voya Retirement Insurance & Annuity Co. Baron Growth Portfolio - | Common Stocks | — | — | $7K | 0.3% | |
| GROUP ANNUITY CONTACT American Century VP Capital * Mutual of America Appreciation - | Common Stocks | — | — | $7K | 0.3% | |
| Mutual of America GROUP ANNUITY CONTACT Clear Passage 2065 Fund - | Common Stocks | — | — | $7K | 0.3% | |
| Voya Retirement Insurance & Annuity Co. Solution Aggress Pt I - | Common Stocks | — | — | $6K | 0.3% | |
| Mutual of America GROUP ANNUITY CONTACT DWS Capital Growth VIP - | Common Stocks | — | — | $6K | 0.2% | |
| MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $6K | 0.2% | |
| GROUP ANNUITY CONTACT Victory RS Small Cap Growth * Mutual of America Equity VIP - | Common Stocks | — | — | $5K | 0.2% | |
| Mutual of America Interest Accumulation Account . Mutual of America GROUP ANNUITY CONTRACT | Common Stocks | — | — | $5K | 0.2% | |
| Voya Retirement Insurance & Annuity Co. Small Company Portfolio - | Common Stocks | — | — | $4K | 0.2% | |
| Mutual of America GROUP ANNUITY CONTACT Intermediate Bond Fund - 248 * Mutual of America GROUP ANNUITY CONTACT International Fund - 3 * Mutual of America GROUP ANNUITY CONTACT Mid-Cap Equity Index - | Common Collective Trusts | — | — | $3K | 0.1% | |
| . Voya Retirement Insurance & Annuity Co. VY TRwPr Divr MdCp Gr Pt I | Common Stocks | — | — | $3K | 0.1% | |
| GROUP ANNUITY CONTACT Goldman Sachs VIT Small Cap * Mutual of America Eq Insights - | Common Stocks | — | — | $3K | 0.1% | |
| Mutual of America GROUP ANNUITY CONTACT All America Fund - | Common Stocks | — | — | $1K | <0.1% | |
| Voya Retirement Insurance & Annuity Co. Fidelity VIP Equity-Income Portfolio - | Mutual Funds | — | — | $1K | <0.1% | |
| GROUP ANNUITY CONTACT MFS VIT III Mid Cap Value * Mutual of America Portfolio - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
