Andrew Lucibello signed Sarah Tuxis Residential Servic's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sarah Tuxis Residential Servic's EIN is 06-1297908.
Download the official 2023 Form 5500 (PDF) for Sarah Tuxis Residential Servic from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sarah Tuxis Residential Servic'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 | $1K | — |
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 002 | Pooled Separate Account | — | — | $1.8M | 63.2% | |
| Mutual of America Interest Accumulation Account | Other securities | — | — | $1.1M | 36.8% | |
| Mutual of America Retirement Fund 2035 | Other securities | — | — | $251K | 8.6% | |
| Mutual of America Retirement Fund 2060 | Other securities | — | — | $152K | 5.2% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $129K | 4.4% | |
| Mutual of America Retirement Fund 2040 | Other securities | — | — | $125K | 4.3% | |
| DWS Capital Growth | Other securities | — | — | $117K | 4.0% | |
| Mutual of America Retirement Fund 2045 | Other securities | — | — | $108K | 3.7% | |
| Mutual of America All America Fund | Other securities | — | — | $101K | 3.5% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $100K | 3.5% | |
| Mutual of America International Fund ** 724 * Mutual of America Mid-Cap Equity Fund | Other securities | — | — | $86K | 3.0% | |
| American Century VP Capital Appreciation | Other securities | — | — | $85K | 2.9% | |
| Fidelity Investments VIP Asset Manager Portfolio ** 735 Fidelity Investments VIP Contrafund | Mutual Funds | — | — | $81K | 2.8% | |
| Vanguard VIF Total Bond Market Index | Mutual Funds | — | — | $77K | 2.6% | |
| Mutual of America Retirement Fund 2055 | Other securities | — | — | $69K | 2.4% | |
| Fidelity Investments VIP Mid Cap | Mutual Funds | — | — | $66K | 2.3% | |
| Mutual of America Retirement Fund 2030 | Other securities | — | — | $57K | 2.0% | |
| Vanguard VIF International | Mutual Funds | — | — | $46K | 1.6% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $30K | 1.0% | |
| Mutual of America Retirement Fund 2020 | Other securities | — | — | $27K | 0.9% | |
| Mutual of America Retirement Fund 2025 | Other securities | — | — | $23K | 0.8% | |
| Mutual of America Retirement Fund 2050 | Other securities | — | — | $19K | 0.6% | |
| American Funds IS New World Fund | Mutual Funds | — | — | $15K | 0.5% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $13K | 0.4% | |
| Mutual of America Retirement Fund 2065 | Other securities | — | — | $12K | 0.4% | |
| Mutual of America Small Cap Equity Index | Common Collective Trusts | — | — | $10K | 0.3% | |
| Vanguard VIF REIT Index | Mutual Funds | — | — | $9K | 0.3% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $5K | 0.2% | |
| Neuberger Berman AMT Sustainable Equity ** 740 PIMCO VIT Real Return | Mutual Funds | — | — | $5K | 0.2% | |
| Fidelity Investments VIP Equity-Income | Mutual Funds | — | — | $4K | 0.2% | |
| Mutual of America Bond Fund | Other securities | — | — | $3K | 0.1% | |
| Vanguard VIF Diversified Value | Mutual Funds | — | — | $2K | <0.1% | |
| Invesco V.I. Main Street | Mutual Funds | — | — | $2K | <0.1% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs VIT US Equity Insights Fund ** 760 Goldman Sachs VIT Small Cap Equity Insights | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Mid-Cap Value Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
