Original filing (PDF)20251006072221NAL0001901827001

Thames Valley Council for Community Action, Inc.

Name: Thames Valley Council for Community Action, Inc. — Form 5500 Plan 001 (2024)
Creator: Thames Valley Council for Community Action, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan

Defined-contribution retirement plan · Thames Valley Council for Community Action, Inc.'s Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan held $12.0M in plan assets for 104 participants in 2024, with Empower as recordkeeper.

Active participants

104

Accounts w/ balance

160

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

How this plan invests

This plan

25 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

Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC..

Plan sponsor

Name

THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC.

EIN

06-0806128all filings

Address

ONE SYLVANDALE ROAD · JEWETT CITY, CT · 06351

Phone

(860) 425-6503

Industry

Other Services (ex. Public Admin)

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

2025-10-06

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

COHNREZNICK, LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$50K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$322	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC

Investments

25 direct securities· $12.0M(100% of reported assets)

Mutual Funds

$7.0M

16 holdings

Common Collective Trusts

$2.1M

3 holdings

Other securities

$1.6M

5 holdings

Guaranteed Income / GIC

$1.4M

1 holding

					% of plan
Calvert U.S. Large-Cap Core Responsible Index Fund	Mutual Funds	—	—	$1.9M	15.4%
MassMutual Funds MassMutual S&P 500 Index Fund	Common Collective Trusts	—	—	$1.6M	13.0%
Franklin Templeton Western Asset Core Bond Fund	Mutual Funds	—	—	$1.5M	12.3%
* Massachusetts Mutual Life Insurance Company SAGIC Diversified Bond Fund	Guaranteed Income / GIC	—	—	$1.4M	11.6%
American Funds American Funds American Balanced Fund	Mutual Funds	—	—	$951K	7.9%
JPMorgan Funds JPMorgan Large-Cap Growth Fund	Other securities	—	—	$848K	7.0%
MFS International Growth Fund	Mutual Funds	—	—	$767K	6.4%
American Funds American Funds New Perspective Fund	Mutual Funds	—	—	$479K	4.0%
MassMutual Funds MassMutual Premier Small-Cap Opportunities Fund	Other securities	—	—	$407K	3.4%
American Funds American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$322K	2.7%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$295K	2.5%
Janus Henderson Janus Henderson Enterprise Fund	Mutual Funds	—	—	$245K	2.0%
American Funds American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$211K	1.7%
Vanguard Small-Cap Index Fund	Common Collective Trusts	—	—	$208K	1.7%
Allspring Global Investments Allspring Special Mid-Cap Value Fund	Other securities	—	—	$185K	1.5%
American Funds American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$174K	1.4%
Allspring Global Investments Allspring Special Small-Cap Value Fund	Other securities	—	—	$158K	1.3%
American Funds American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$157K	1.3%
Vanguard Equity Income Fund	Mutual Funds	—	—	$140K	1.2%
American Funds American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$102K	0.8%
Invesco Oppenheimer Invesco Oppenheimer Gold & Special Minerals Fund	Mutual Funds	—	—	$35K	0.3%
JPMorgan Funds JPMorgan Small-Cap Growth Fund	Other securities	—	—	$19K	0.2%
American Funds American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$15K	0.1%
American Funds American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$15K	0.1%
American Funds American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$3K	<0.1%