Jeffrey Tomascak signed Ability Beyond Disability, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ability Beyond Disability, Inc.'s EIN is 06-0776594.
Download the official 2024 Form 5500 (PDF) for Ability Beyond Disability, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ability Beyond Disability, Inc.'s plan includes ERISA 404(c) participant direction, 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 | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003 | Pooled Separate Account | — | — | $24.3M | 81.7% | |
| Interest Accumulation Account * Mutual of America Mutual of America Interest Accumulation N/R | Other securities | — | — | $5.4M | 18.3% | |
| s * Mutual of America Mutual of America Equity Index Fund N/R | Mutual Funds | — | — | $3.4M | 11.4% | |
| Mutual of America Mutual of America Aggressive Allocation N/R | Other securities | — | — | $2.7M | 9.2% | |
| Fund * Mutual of America Mutual of America 2025 Retirement N/R | Other securities | — | — | $1.8M | 6.0% | |
| Fund * Mutual of America Mutual of America Moderate Allocation N/R | Other securities | — | — | $1.7M | 5.7% | |
| Fund * Mutual of America Mutual of America 2035 Retirement N/R | Other securities | — | — | $1.6M | 5.5% | |
| Fund * Mutual of America Mutual of America 2030 Retirement N/R | Other securities | — | — | $1.6M | 5.3% | |
| Fund * Mutual of America Mutual of America 2040 Retirement N/R | Other securities | — | — | $1.3M | 4.3% | |
| Fund * Mutual of America Mutual of America 2045 Retirement N/R | Other securities | — | — | $1.1M | 3.7% | |
| Fund Fidelity VIP Contrafund Portfolio N/R | Mutual Funds | — | — | $1.1M | 3.7% | |
| Mutual of America Mutual of America 2050 Retirement N/R | Other securities | — | — | $882K | 3.0% | |
| Fund American Century American Century VP Capital N/R | Other securities | — | — | $754K | 2.5% | |
| Appreciation Fund * Mutual of America Mutual of America 2055 Retirement N/R | Other securities | — | — | $713K | 2.4% | |
| Fund DWS Capital Growth VIP N/R | Other securities | — | — | $628K | 2.1% | |
| Mutual of America Mutual of America 2065 Retirement N/R | Other securities | — | — | $625K | 2.1% | |
| Fund T.Rowe Price T. Rowe Price Blue Chip Growth N/R | Other securities | — | — | $527K | 1.8% | |
| Portfolio * Mutual of America Mutual of America 2060 Retirement N/R | Other securities | — | — | $526K | 1.8% | |
| Fund Vanguard VIF International Portfolio N/R | Mutual Funds | — | — | $498K | 1.7% | |
| Mutual of America Mutual of America Money Market Fund N/R | Cash / Money Market | — | — | $416K | 1.4% | |
| Fidelity VIP Equity-Income Portfolio N/R | Mutual Funds | — | — | $405K | 1.4% | |
| Mutual of America Mutual of America 2020 Retirement N/R | Other securities | — | — | $331K | 1.1% | |
| Fund * Mutual of America Mutual of America Mid-Cap Equity Index N/R | Common Collective Trusts | — | — | $264K | 0.9% | |
| Fund * Mutual of America Mutual of America Small Cap Growth N/R | Other securities | — | — | $219K | 0.7% | |
| Fund Fidelity VIP Mid Cap Portfolio N/R | Mutual Funds | — | — | $173K | 0.6% | |
| Mutual of America Mutual of America Bond Fund N/R | Other securities | — | — | $172K | 0.6% | |
| Mutual of America Mutual of America Small Cap Value N/R | Other securities | — | — | $154K | 0.5% | |
| Mutual of America Mutual of America Mid-Term Bond Fund N/R | Other securities | — | — | $86K | 0.3% | |
| Fidelity VIP Asset Manager Portfolio N/R | Mutual Funds | — | — | $85K | 0.3% | |
| Vanguard VIF Diversified Value Portfolio N/R | Mutual Funds | — | — | $75K | 0.3% | |
| Mutual of America Mutual of America All America Fund N/R | Other securities | — | — | $59K | 0.2% | |
| Vanguard VIF Real Estate Index N/R | Mutual Funds | — | — | $42K | 0.1% | |
| Portfolio * Mutual of America Mutual of America Composite Fund N/R | Common Stocks | — | — | $38K | 0.1% | |
| Allocation Fund * Mutual of America Mutual of America Mid Cap Value Fund N/R | Other securities | — | — | $34K | 0.1% | |
| Mutual of America Mutual of America Retirement Income N/R | Other securities | — | — | $32K | 0.1% | |
| Mutual of America Mutual of America 2015 Retirement N/R | Other securities | — | — | $31K | 0.1% | |
| Fund Neuberger Berman Neuberger Berman AMT Sustainable N/R | Other securities | — | — | $26K | <0.1% | |
| Equity Portfolio American Funds American Funds Insurance SNWF N/R | Mutual Funds | — | — | $24K | <0.1% | |
| Oppenheimer VA Main Street Fund N/R | Mutual Funds | — | — | $23K | <0.1% | |
| Goldman Sachs Goldman Sachs VIT Small Cap Eq N/R | Other securities | — | — | $23K | <0.1% | |
| Insights PIMCO VIT Real Return Institutional N/R | Mutual Funds | — | — | $18K | <0.1% | |
| Portfolio Vanguard VIF Total Bond Market Index N/R | Mutual Funds | — | — | $14K | <0.1% | |
| Portfolio * Mutual of America Mutual of America Small Cap Equity N/R | Other securities | — | — | $13K | <0.1% | |
| Index Calvert Social Calvert Social Balanced Fund N/R | Common Stocks | — | — | $10K | <0.1% | |
| Mutual of America Mutual of America International Fund N/R | Other securities | — | — | $9K | <0.1% | |
| Goldman Sachs Goldman Sachs VIT US Equity Insights N/R | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
