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Original filing (PDF)20250924145600NAL0003090995001
FAMILY PLANNING ASSOCIATION OF MAINE, INC. MAINE FAMILY PLANNING
Form 5500
FILING_RECEIVED
MAINE FAMILY PLANNING 403(B) PLAN
403(b) retirement plan
Active participants
87
Accounts w/ balance
137
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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 (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY PLANNING ASSOCIATION OF MAINE, INC. MAINE FAMILY PLANNING.
Plan sponsor
Name
FAMILY PLANNING ASSOCIATION OF MAINE, INC. MAINE FAMILY PLANNING
DBA
D/B/A MAINE FAMILY PLANNING
EIN
01-0317679
Address
PO BOX 587 · AUGUSTA, ME · 043320587
Phone
(207) 622-7524
Industry
Health Care & Social Assistancesee 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ONERIVER, CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INS AND ANNUITY ASSOC | 13-1624203 | — | — | $10K | — |
Investments
51 direct securities · 1 pooled fund· $6.5M(99% 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.
Uncategorized
$6.4M
51 holdings
Pooled Separate Account
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen S&P 500 Index Retire - | — | — | — | $718K | 11.0% | |
| Nuveen Large Cap Growth Retire - | — | — | — | $594K | 9.1% | |
| Nuveen Lifecycle 2045 Retire - | — | — | — | $372K | 5.7% | |
| Nuveen Equity Index Retirement - | — | — | — | $367K | 5.6% | |
| American Funds Washington Mut Inv R6 - | — | — | — | $336K | 5.1% | |
| TIAA Traditional Non Benefit Responsive - | — | — | — | $303K | 4.6% | |
| Nuveen Large Cap Resp Eq R6 - | — | — | — | $299K | 4.6% | |
| CREF Equity Index R1 - | — | — | — | $293K | 4.5% | |
| Vanguard High-yield Corp Adm - | — | — | — | $243K | 3.7% | |
| CREF Stock R1 - | — | — | — | $236K | 3.6% | |
| TIAA Traditional Benefit Responsive - | — | — | — | $224K | 3.4% | |
| Nuveen Lifecycle 2020 Retire - | — | — | — | $207K | 3.2% | |
| CREF Social Choice R1 - | — | — | — | $173K | 2.6% | |
| Nuveen Lifecycle 2030 Retire - | — | — | — | $172K | 2.6% | |
| Nuveen Real Est Sec Sel Prem - | — | — | — | $172K | 2.6% | |
| PGIM Core Bond Fund - Class R6 - | — | — | — | $166K | 2.5% | |
| Nuveen Lifecycle 2050 Retire - | — | — | — | $165K | 2.5% | |
| Nuveen Infl Linked Bond Retire - 532 Nuveen Internatl Eq Idx Retire - | — | — | — | $149K | 2.3% | |
| CREF Growth R1 - | — | — | — | $145K | 2.2% | |
| Vanguard Mid-cap Grw Idx Adm - | — | — | — | $130K | 2.0% | |
| Nuveen Lifecycle 2015 Retire - | — | — | — | $125K | 1.9% | |
| CREF Global Equities R1 - | — | — | — | $77K | 1.2% | |
| Nuveen Lifecycle 2055 Retire - | — | — | — | $77K | 1.2% | |
| Invesco Developing Markets R6 - 511 American Funds New Economy R5 - | — | — | — | $76K | 1.2% | |
| TIAA Traditional Non Benefit Responsive 2 - | — | — | — | $76K | 1.2% | |
| American Funds EuroPac Growth R6 - 506 DFA US Target Val Port Inst - | — | — | — | $75K | 1.1% | |
| Nuveen Lifecycle 2065 Retire - 236 Lord Abbett Total Return A - | — | — | — | $68K | 1.0% | |
| TIAA Access Nuv Lifcyc 2035 T4 - | — | — | — | $65K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $62K | 0.9% | |
| CREF Core Bond R1 - | — | — | — | $61K | 0.9% | |
| Nuveen Lifecycle 2035 Retire - | — | — | — | $52K | 0.8% | |
| Nuveen Large Cap Val Idx Rtmt - | — | — | — | $31K | 0.5% | |
| Nuveen Lifecycle 2040 Retire - | — | — | — | $30K | 0.5% | |
| TIAA Access Nuv S&P 500 Idx - 309 * TIAA Access Nuv LifCyc 2055 T4 - | — | — | — | $24K | 0.4% | |
| TIAA Access Nuv Lifcyc 2045 T4 - | — | — | — | $21K | 0.3% | |
| TIAA Access Nuv Lifcyc 2020 T4 - | — | — | — | $20K | 0.3% | |
| TIAA Access Vang Select Val T4 - 507 Nuveen Lifecycle 2060 Retire - | — | — | — | $17K | 0.3% | |
| TIAA Access Nuv Core Pl Bd T4 - 300 * TIAA Access Nuv Equity Idx T4 - 29 * TIAA Access Nuv Lifcyc 2015 T4 - | — | — | — | $14K | 0.2% | |
| TIAA Access Nuv Lifcyc 2040 T4 - | — | — | — | $13K | 0.2% | |
| CREF Money Market R1 - | — | — | — | $11K | 0.2% | |
| Nuveen Lifecycle 2025 Retire - | — | — | — | $10K | 0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 - 18 * TIAA Access Nuv Mid Cap Val T4 - | — | — | — | $9K | 0.1% | |
| TIAA Access Num Sm Cp Bl Ix T4 - 436 * TIAA Acess Nuv Qt Sm Cp Eq T4 - | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv Lifcyc 2025 T4 - 857 * TIAA Access Nuv Lifcyc 2030 T4 - | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv Lifcyc 2050 T4 - | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv LifCyc 2060 T4 - | — | — | — | $4K | <0.1% | |
| Participant loans Interest rates of 8.00% - | — | — | — | $3K | <0.1% | |
| Vanguard Ttl Intl Stk Idx Adm - | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 - | — | — | — | $3K | <0.1% | |
| Nuveen Small Cap Bld Idx Rtmt - | — | — | — | $2K | <0.1% | |
| CREF Inflation-linked Bond R1 - | — | — | — | $1K | <0.1% | |
| Vanguard Mid-cap Value Idx Adm - | — | — | — | $1K | <0.1% |