Rebecca Bayne signed Midstate ARC, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midstate ARC, Inc.'s EIN is 06-0756834.
Download the official 2023 Form 5500 (PDF) for Midstate ARC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Midstate ARC, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $4K | — |
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 SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $3.9M | 82.7% | |
| * Mutual of America Interest Accumulation Account | Insurance Contracts | — | — | $716K | 15.3% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | — | $605K | 13.0% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | — | $589K | 12.6% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | — | $534K | 11.4% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | — | $510K | 10.9% | |
| Mutual of America 2045 Retirement Fund | Other securities | — | — | $474K | 10.2% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | — | $374K | 8.0% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | — | $222K | 4.8% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | — | $138K | 3.0% | |
| Mutual of America Invesco V.I. Main Street Fund | Mutual Funds | — | — | $109K | 2.3% | |
| ranging from July 2024 to June 2029 0 | Other securities | — | — | $93K | 2.0% | |
| Mutual of America All America Fund ** 22 * Mutual of America 2020 Retirement Fund | Other securities | — | — | $58K | 1.2% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | — | $36K | 0.8% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $24K | 0.5% | |
| Mutual of America Vanguard VIF Diversified Value Portfolio ** 334 * Mutual of America American Century VP Capital Appreciation Fund ** 333 * Mutual of America T. Rowe Price Blue Chip Growth Portfolio | Mutual Funds | — | — | $21K | 0.4% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | — | $20K | 0.4% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $19K | 0.4% | |
| Mutual of America Fidelity® VIP Mid Cap Portfolio | Mutual Funds | — | — | $6K | 0.1% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | — | $5K | 0.1% | |
| Mutual of America Bond Fund | Other securities | — | — | $5K | 0.1% | |
| Mutual of America DWS Capital Growth VIP | Other securities | — | — | $5K | 0.1% | |
| Mutual of America Small Cap Value Fund ** 732 * Mutual of America Small Cap Growth Fund ** 722 * Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Mutual of America International Fund | Other securities | — | — | $3K | <0.1% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
