How big is Tri-County Community Action's plan?

Tri-County Community Action's plan reported $5.2M in assets and 319 participants for 2024.

Original filing (PDF)20251015155627NAL0002705523001

Tri-County Community Action

Name: Tri-County Community Action — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: Tri-County Community Action
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Tri-County Community Action Program, Inc.

401(k) retirement plan · Tri-County Community Action's 403(b) Thrift Plan for Employees of Tri-County Community Action Program, Inc. held $5.2M in plan assets for 319 participants in 2024, with Mutual of America as recordkeeper.

Signals · 3

Late participant contributionsNon-clean audit opinion93% employer stock

Active participants

319

Accounts w/ balance

396

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Randall Pilotte signed Tri-County Community Action's 2024 Form 5500 as plan administrator.

Randall Pilotte — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tri-County Community Action's EIN is 02-0267404.

EIN 02-0267404

Plan number 001

Plan year 2024

ACK ID 20251015155627NAL0002705523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri-County Community Action from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-County Community Action's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-COUNTY COMMUNITY ACTION.

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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

Above-average plan

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) — 32K (16% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

TRI-COUNTY COMMUNITY ACTION

EIN

all filings

Address

30 EXCHANGE ST · BERLIN, NH · 035701911

Phone

(603) 752-7001

Industry

Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

LEONE, MCDONNELL & ROBERTS, PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$5K	—

Investments

52 direct securities · 1 pooled fund· $9.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stocks

$4.8M

39 holdings

Pooled Separate Account

$4.0M

1 holding

Mutual Funds

$323K

8 holdings

Common Collective Trusts

$27K

3 holdings

Cash / Money Market

$10K

2 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$4.0M	76.8%
Mutual of America Life Insurance Company Mutual of America Interest Accumulation Account n/a	Common Stocks	—	—	$848K	16.5%
Mutual of America Life Insurance Company Mutual of America 2035 Retirement Fund n/a	Common Stocks	—	—	$677K	13.1%
Mutual of America Life Insurance Company Mutual of America 2030 Retirement Fund n/a	Common Stocks	—	—	$639K	12.4%
Mutual of America Life Insurance Company Mutual of America 2020 Retirement Fund n/a	Common Stocks	—	—	$584K	11.3%
Mutual of America Life Insurance Company Mutual of America 2025 Retirement Fund n/a	Common Stocks	—	—	$434K	8.4%
Mutual of America Life Insurance Company Mutual of America 2015 Retirement Fund n/a	Common Stocks	—	—	$308K	6.0%
Mutual of America Life Insurance Company Mutual of America 2040 Retirement Fund n/a	Common Stocks	—	—	$265K	5.1%
Mutual of America Life Insurance Company Mutual of America Moderate Allocation Fund n/a	Common Stocks	—	—	$211K	4.1%
Lincoln National Life Insurance Company Fixed Account n/a	Common Stocks	—	—	$161K	3.1%
Mutual of America Life Insurance Company Fidelity VIP Mid Cap Portfolio n/a	Mutual Funds	—	—	$138K	2.7%
Mutual of America Life Insurance Company Mutual of America 2055 Retirement Fund n/a	Common Stocks	—	—	$109K	2.1%
Mutual of America Life Insurance Company Mutual of America 2045 Retirement Fund n/a	Common Stocks	—	—	$101K	2.0%
Mutual of America Life Insurance Company Mutual of America 2050 Retirement Fund n/a	Common Stocks	—	—	$67K	1.3%
Lincoln National Life Insurance Company LVIP T. Rowe Price Structured Mid-Cap Growth n/a	Common Stocks	—	—	$66K	1.3%
Mutual of America Life Insurance Company T. Rowe Price Blue Chip Growth Portfolio n/a	Common Stocks	—	—	$62K	1.2%
Mutual of America Life Insurance Company Oppenheimer Main Street Fund/VA n/a	Mutual Funds	—	—	$45K	0.9%
Mutual of America Life Insurance Company Vanguard VIF International Portfolio n/a	Mutual Funds	—	—	$44K	0.9%
Mutual of America Life Insurance Company DWS Capital Growth VIP n/a	Common Stocks	—	—	$42K	0.8%
Lincoln National Life Insurance Company LVIP Dimensional U.S Core Equity n/a	Mutual Funds	—	—	$36K	0.7%
Mutual of America Life Insurance Company Fidelity VIP Contrafund Portfolio n/a	Mutual Funds	—	—	$27K	0.5%
Mutual of America Life Insurance Company American Century VP Capital Appreciation Fund n/a	Common Stocks	—	—	$25K	0.5%
Mutual of America Life Insurance Company Vanguard VIF Diversified Value Portfolio n/a	Mutual Funds	—	—	$24K	0.5%
Mutual of America Life Insurance Company Mutual of America Mid Cap Value Fund n/a	Common Stocks	—	—	$22K	0.4%
Mutual of America Life Insurance Company Mutual of America Conservative Allocation Fund n/a	Common Stocks	—	—	$21K	0.4%
Mutual of America Life Insurance Company Mutual of America 2060 Retirement Fund n/a	Common Stocks	—	—	$17K	0.3%
Lincoln National Life Insurance Company LVIP Delaware Wealth Builder Fund n/a	Common Stocks	—	—	$17K	0.3%
Mutual of America Life Insurance Company Mutual of America All America Fund n/a	Common Stocks	—	—	$16K	0.3%
Mutual of America Life Insurance Company Mutual of America Equity Index Fund n/a	Common Collective Trusts	—	—	$15K	0.3%
Lincoln National Life Insurance Company LVIP Macquarie Value Series n/a	Common Stocks	—	—	$11K	0.2%
Mutual of America Life Insurance Company Mutual of America Composite Fund n/a	Common Stocks	—	—	$10K	0.2%
Mutual of America Life Insurance Company Mutual of America Small Cap Growth Fund n/a	Common Stocks	—	—	$10K	0.2%
Mutual of America Life Insurance Company Mutual of America International Fund n/a	Common Stocks	—	—	$9K	0.2%
Mutual of America Life Insurance Company Mutual of America Mid-Cap Equity Index Fund n/a	Common Collective Trusts	—	—	$9K	0.2%
Lincoln National Life Insurance Company LVIP Macquarie Social Awareness n/a	Common Stocks	—	—	$8K	0.2%
Lincoln National Life Insurance Company LVIP Blackrock Dividend Value Managed Volatility n/a	Common Stocks	—	—	$7K	0.1%
Lincoln National Life Insurance Company LVIP Blended LRG Cap Growth Managed Volatility n/a	Common Stocks	—	—	$7K	0.1%
Mutual of America Life Insurance Company Mutual of America Money Market Fund n/a	Cash / Money Market	—	—	$6K	0.1%
Mutual of America Life Insurance Company Mutual of America Small Cap Value Fund n/a	Common Stocks	—	—	$6K	0.1%
Lincoln National Life Insurance Company LVIP Jpmorgan Retirement Income Fund n/a	Common Stocks	—	—	$6K	0.1%
Mutual of America Life Insurance Company Mutual of America Mid-Term Bond Fund n/a	Common Stocks	—	—	$6K	0.1%
Lincoln National Life Insurance Company Fidelity VIP Growth n/a	Mutual Funds	—	—	$5K	<0.1%
Lincoln National Life Insurance Company LVIP Government Money Market n/a	Cash / Money Market	—	—	$4K	<0.1%
Lincoln National Life Insurance Company American Funds International n/a	Mutual Funds	—	—	$4K	<0.1%
Mutual of America Life Insurance Company Mutual of America Retirement Income Fund n/a	Common Stocks	—	—	$3K	<0.1%
Lincoln National Life Insurance Company LVIP SSGA S&P 500 Index SSGA n/a	Common Collective Trusts	—	—	$3K	<0.1%
Lincoln National Life Insurance Company LVIP Macquarie U.S Reit Fund n/a	Common Stocks	—	—	$3K	<0.1%
Lincoln National Life Insurance Company LVIP Baron Growth Opportunities n/a	Common Stocks	—	—	$3K	<0.1%
Lincoln National Life Insurance Company LVIP Macquarie Bond n/a	Common Stocks	—	—	$3K	<0.1%
Lincoln National Life Insurance Company LVIP Macquarie Mid Cap Value Fund n/a	Common Stocks	—	—	$2K	<0.1%