Original filing (PDF)20251007100309NAL0002566227001

BETTER COMMUNITY LIVING, INC.

Name: BETTER COMMUNITY LIVING, INC. — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BETTER COMMUNITY LIVING, INC., Form 5500 (2024)
Creator: BETTER COMMUNITY LIVING, INC.

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BETTER COMMUNITY LIVING, INC.

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

321

Accounts w/ balance

189

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETTER COMMUNITY LIVING, INC..

Plan sponsor

Name

BETTER COMMUNITY LIVING, INC.

EIN

04-3028678

Address

128 UNION STREET, SUITE 205 · NEW BEDFORD, MA · 02740

Phone

(508) 999-4300

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

2025-10-07

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

PKF,JND, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$2K	—

Investments

27 direct securities · 1 pooled fund· $5.5M(100% 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.

Other securities

$2.9M

25 holdings

Pooled Separate Account

$2.6M

1 holding

Bonds / Notes

$54K

1 holding

Cash / Money Market

$13K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$2.6M	88.5%
MoA Clear Passage 2050 Fund Pooled separate account	Other securities	—	—	$570K	19.4%
MoA Clear Passage 2035 Fund Pooled separate account	Other securities	—	—	$524K	17.8%
MoA Clear Passage 2040 Fund Pooled separate account	Other securities	—	—	$364K	12.4%
MoA Clear Passage 2030 Fund Pooled separate account	Other securities	—	—	$324K	11.0%
MoA Clear Passage 2025 Fund Pooled separate account	Other securities	—	—	$287K	9.7%
Mutual of America Interest Accumulation ** Account Insurance contract	Other securities	—	—	$286K	9.7%
MoA Clear Passage 2045 Fund Pooled separate account	Other securities	—	—	$224K	7.6%
Mutual of America Small Cap Growth Fund Pooled separate account ** 35 T. Rowe Price Blue Chip Growth Portfolio Pooled separate account	Other securities	—	—	$89K	3.0%
Notes receivable from participants 4.25% to 9.50% -0-	Bonds / Notes	—	—	$54K	1.8%
MoA Clear Passage 2060 Fund Pooled separate account	Other securities	—	—	$47K	1.6%
MoA Clear Passage 2020 Fund Pooled separate account	Other securities	—	—	$34K	1.2%
MoA Clear Passage 2055 Fund Pooled separate account	Other securities	—	—	$33K	1.1%
Fidelity® VIP Equity-Income Portfolio Pooled separate account ** 465 * MoA Clear Passage 2015 Fund Pooled separate account	Other securities	—	—	$28K	0.9%
Mutual of America Moderate Allocation Fund Pooled separate account	Other securities	—	—	$26K	0.9%
Mutual of America Money Market Fund Pooled separate account	Cash / Money Market	—	—	$13K	0.4%
Mutual of America Aggressive Allocation Fund Pooled separate account	Other securities	—	—	$8K	0.3%
MoA Clear Passage 2065 Fund Pooled separate account	Other securities	—	—	$7K	0.2%
Mutual of America Retirement Income Fund Pooled separate account	Other securities	—	—	$5K	0.2%
Vanguard VIF Diversified Value Portfolio Pooled separate account	Other securities	—	—	$4K	0.1%
American Funds Insurance Series New World Fund® Pooled separate account	Other securities	—	—	$3K	<0.1%
Mutual of America Conservative Allocation Fund Pooled separate account	Other securities	—	—	$3K	<0.1%
Mutual of America Mid-Cap Value Fund Pooled separate account	Other securities	—	—	$2K	<0.1%
DWS Capital Growth VIP Pooled separate account ** 75 Fidelity® VIP Asset Manager Portfolio Pooled separate account	Other securities	—	—	$2K	<0.1%
Mutual of America Equity Index Fund Pooled separate account	Other securities	—	—	$2K	<0.1%
Mutual of America Mid-Cap Equity Index Fund Pooled separate account	Other securities	—	—	$1K	<0.1%
Mutual of America Small Cap Equity Index Fund Pooled separate account	Other securities	—	—	$1K	<0.1%
Mutual of America Core Bond Fund Pooled separate account	Other securities	—	—	$1K	<0.1%