How big is East Bay Community Action Program, Inc.'s plan?

East Bay Community Action Program, Inc.'s plan reported $22.4M in assets and 539 participants for 2023.

Original filing (PDF)20250411162200NAL0044640418001

East Bay Community Action Program, Inc.

Name: East Bay Community Action Program, Inc. — Form 5500 Plan 001 (2023)
Creator: East Bay Community Action Program, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

East Bay Community Action Program, Inc. Retirement Plan

403(b) retirement plan · East Bay Community Action Program, Inc.'s East Bay Community Action Program, Inc. Retirement Plan held $22.4M in plan assets for 539 participants in 2023, with Empower as recordkeeper.

Active participants

539

Accounts w/ balance

346

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

Plan identifiers

East Bay Community Action Program, Inc.'s EIN is 05-0310024.

EIN 05-0310024

Plan number 001

Plan year 2023

ACK ID 20250411162200NAL0044640418001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for East Bay Community Action Program, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

East Bay Community Action Program, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

42 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

EAST BAY COMMUNITY ACTION PROGRAM, INC.

EIN

all filings

Address

19 BROADWAY · NEWPORT, RI · 02840

Phone

(401) 848-6697

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$673	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

42 direct securities · 1 pooled fund· $23.2M(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.

Other securities

$13.5M

21 holdings

Other

$3.7M

1 holding

Common Stocks

$1.8M

3 holdings

Common Collective Trusts

$1.5M

3 holdings

Mutual Funds

$1.1M

2 holdings

Pooled Separate Account

$786K

1 holding

Pooled Separate Accounts

$767K

10 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$8.8M MassMutual / MML$1.6M Empower / Great-West$1.5M American Funds (Capital Group)$676K Invesco$438K Fidelity$256K American Century$170K Vanguard$108K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ANGELL PENSION GROUP INC	—	EAST PROVIDENCE, RI	CONTRACT ADMIN	$225	—

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$3.7M	16.3%
T. Rowe Price Retirement 2025 R Mutual Fund	Other securities	—	—	$2.0M	8.9%
Alger Capital Appreciation A Mutual Fund	Other securities	—	—	$1.8M	8.3%
Capital Preservation Account Group Annuity Contract	Common Stocks	—	—	$1.6M	7.0%
T. Rowe Price Retirement 2030 R Mutual Fund	Other securities	—	—	$1.5M	6.6%
Empower S&P Mid Cap 400 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	4.9%
T. Rowe Price Retirement 2020 R Mutual Fund	Other securities	—	—	$1.1M	4.7%
T. Rowe Price Retirement 2035 R Mutual Fund	Other securities	—	—	$985K	4.4%
T. Rowe Price Retirement 2045 R Mutual Fund	Other securities	—	—	$854K	3.8%
MUTUAL OF AMERICA MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$786K	3.5%
T. Rowe Price Retirement 2040 R Mutual Fund	Other securities	—	—	$754K	3.4%
MassMutual Overseas Fund Mutual Fund	Other securities	—	—	$743K	3.3%
T. Rowe Price Retirement 2050 R Mutual Fund	Other securities	—	—	$698K	3.1%
American Funds Bond Fund of America Mutual Fund	Mutual Funds	—	—	$676K	3.0%
T. Rowe Price Retirement 2055 R Mutual Fund	Other securities	—	—	$629K	2.8%
MassMutual Small Cap Value Equity Fund Mutual Fund	Other securities	—	—	$491K	2.2%
Northern Bond Index Mutual Fund	Other securities	—	—	$456K	2.0%
Invesco Diversified Dividend Fund Mutual Fund	Mutual Funds	—	—	$438K	2.0%
Victory Diversified Stock R6 Mutual Fund	Other securities	—	—	$435K	1.9%
T. Rowe Price Retirement 2015 R Mutual Fund	Other securities	—	—	$293K	1.3%
Fidelity VIP Contrafund Portfolio Separate Account	Pooled Separate Accounts	—	—	$256K	1.1%
Empower International Index Fund Mutual Fund	Common Collective Trusts	—	—	$225K	1.0%
Empower S&P Small Cap 600 Index Fund Mutual Fund	Common Collective Trusts	—	—	$188K	0.8%
MassMutual Inf-Pro and Inc Fund Mutual Fund	Common Stocks	—	—	$163K	0.7%
Mutual of America Moderate Allocation Fund Separate Account	Pooled Separate Accounts	—	—	$160K	0.7%
through February 2029 -	Other securities	—	—	$154K	0.7%
American Century Real Estate R Mutual Fund	Other securities	—	—	$125K	0.6%
Delaware Emerging Markets Fund Mutual Fund	Other securities	—	—	$120K	0.5%
MassMutual Balanced Fund Mutual Fund	Other securities	—	—	$118K	0.5%
Vanguard VIF International Portfolio Separate Account	Pooled Separate Accounts	—	—	$108K	0.5%
Ivy Small Cap Growth R Fund Mutual Fund	Other securities	—	—	$99K	0.4%
Mutual of America Small Cap Growth Fund Separate Account	Pooled Separate Accounts	—	—	$94K	0.4%
MassMutual High Yield Fund Mutual Fund	Other securities	—	—	$92K	0.4%
Victory Sycamore Small Co Opportunity R Mutual Fund	Common Stocks	—	—	$68K	0.3%
Mutual of America Interest Accumulation Guaranteed Investment Contract	Stable Value	—	—	$61K	0.3%
T. Rowe Price Retirement 2005 R Mutual Fund	Other securities	—	—	$52K	0.2%
American Century Investments VP Capital Appreciation Fund Separate Account	Pooled Separate Accounts	—	—	$45K	0.2%
Mutual of America Small Cap Value Fund Separate Account	Pooled Separate Accounts	—	—	$42K	0.2%
Mutual of America All America Fund Separate Account	Pooled Separate Accounts	—	—	$36K	0.2%
MassMutual US Government Money Market Fund Mutual Fund	Cash / Money Market	—	—	$20K	<0.1%
DWS Capital Growth VIP Separate Account	Pooled Separate Accounts	—	—	$16K	<0.1%
Mutual of America Aggressive Allocation Fund Separate Account	Pooled Separate Accounts	—	—	$7K	<0.1%
Mutual of America Equity Index Fund Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%

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