Back to filter
Original filing (PDF)20251009102733NAL0010759840001
GUIDE DOG FOUNDATION FOR THE BLIND
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC.
401(k) retirement plan
Active participants
162
Accounts w/ balance
189
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDE DOG FOUNDATION FOR THE BLIND.
Plan sponsor
Name
GUIDE DOG FOUNDATION FOR THE BLIND
EIN
11-1687477
Address
371 E JERICHO TPKE · SMITHTOWN, NY · 117872906
Phone
(631) 265-2121
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CERINI & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
43 direct securities · 1 pooled fund· $38.4M(100% of reported assets)
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.
Uncategorized
$20.3M
43 holdings
Pooled Separate Account
$18.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $18.1M | 88.4% | |
| Mutual of America Life Insurance Company Fidelity VIP Contrafund Portfolio {+} | — | — | — | $3.3M | 16.3% | |
| Mutual of America Life Insurance Company Mutual of America Interest Accumulation Account {+} | — | — | — | $2.2M | 10.6% | |
| Mutual of America Life Insurance Company Mutual of America 2025 Retirement Fund {+} | — | — | — | $1.6M | 7.9% | |
| Mutual of America Life Insurance Company Delaware VIP Small Cap Value Series {+} 471 * Mutual of America Life Insurance Company Mutual of America Equity Index Fund {+} | — | — | — | $1.5M | 7.1% | |
| Mutual of America Life Insurance Company Mutual of America Mid-Cap Equity Index Fund {+} | — | — | — | $1.1M | 5.4% | |
| Mutual of America Life Insurance Company Mutual of America Small Cap Growth Fund {+} | — | — | — | $694K | 3.4% | |
| Mutual of America Life Insurance Company Mutual of America Aggressive Allocation Fund {+} | — | — | — | $692K | 3.4% | |
| Mutual of America Life Insurance Company Fidelity VIP Asset Manager Portfolio {+} | — | — | — | $625K | 3.0% | |
| Mutual of America Life Insurance Company Fidelity VIP Equity-Income Portfolio {+} | — | — | — | $608K | 3.0% | |
| Mutual of America Life Insurance Company T. Rowe Blue Chip Growth Portfolio {+} | — | — | — | $542K | 2.6% | |
| Mutual of America Life Insurance Company Victory RS Small Cap Growth Equity VIP {+} 470 * Mutual of America Life Insurance Company Mutual of America 2015 Retirement Fund {+} 451 * Mutual of America Life Insurance Company Mutual of America 2020 Retirement Fund {+} | — | — | — | $523K | 2.5% | |
| Mutual of America Life Insurance Company Mutual of America Money Market Fund {+} | — | — | — | $519K | 2.5% | |
| Mutual of America Life Insurance Company Mutual of America Small Cap Value Fund {+} | — | — | — | $477K | 2.3% | |
| Mutual of America Life Insurance Company Mutual of America 2055 Retirement Fund {+} | — | — | — | $455K | 2.2% | |
| Mutual of America Life Insurance Company Mutual of America 2050 Retirement Fund {+} | — | — | — | $434K | 2.1% | |
| Mutual of America Life Insurance Company DWS Capital Growth VIP {+} | — | — | — | $401K | 2.0% | |
| Mutual of America Life Insurance Company Mutual of America Balanced Fund {+} | — | — | — | $374K | 1.8% | |
| Mutual of America Life Insurance Company Vanguard VIF International Portfolio {+} | — | — | — | $367K | 1.8% | |
| Mutual of America Life Insurance Company Vanguard VIF Diversified Value Portfolio {+} | — | — | — | $332K | 1.6% | |
| Mutual of America Life Insurance Company Invesco V.I. Main Street Fund {+} | — | — | — | $309K | 1.5% | |
| Mutual of America Life Insurance Company Mutual of America Retirement Income Fund {+} | — | — | — | $307K | 1.5% | |
| Mutual of America Life Insurance Company Mutual of America Moderate Allocation Fund {+} | — | — | — | $266K | 1.3% | |
| Mutual of America Life Insurance Company Mutual of America 2035 Retirement Fund {+} | — | — | — | $250K | 1.2% | |
| Mutual of America Life Insurance Company Mutual of America Core Bond Fund {+} | — | — | — | $234K | 1.1% | |
| Mutual of America Life Insurance Company American Century VP Capital Appreciation Fund {+} | — | — | — | $226K | 1.1% | |
| Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio {+} | — | — | — | $218K | 1.1% | |
| Mutual of America Life Insurance Company Mutual of America 2040 Retirement Fund {+} | — | — | — | $211K | 1.0% | |
| Mutual of America Life Insurance Company Mutual of America All America Fund {+} | — | — | — | $205K | 1.0% | |
| Mutual of America Life Insurance Company Vanguard VIF Real Estate Index Portfolio {+} | — | — | — | $164K | 0.8% | |
| Mutual of America Life Insurance Company Mutual of America 2030 Retirement Fund {+} | — | — | — | $163K | 0.8% | |
| Mutual of America Life Insurance Company Mutual of America 2045 Retirement Fund {+} | — | — | — | $149K | 0.7% | |
| Mutual of America Life Insurance Company Vanguard VIF Total Bond Market Index Portfolio {+} | — | — | — | $144K | 0.7% | |
| Mutual of America Life Insurance Company Fidelity VIP Mid Cap Portfolio {+} | — | — | — | $131K | 0.6% | |
| Mutual of America Life Insurance Company Mutual of America 2060 Retirement Fund {+} | — | — | — | $93K | 0.5% | |
| Mutual of America Life Insurance Company Mutual of America Intermediate Bond Fund {+} | — | — | — | $91K | 0.4% | |
| Mutual of America Life Insurance Company Neuberger Berman AMT Sustainable Equity {+} 545 * Mutual of America Life Insurance Company Mutual of America International Fund {+} | — | — | — | $86K | 0.4% | |
| Mutual of America Life Insurance Company Mutual of America Mid Cap Value Fund {+} | — | — | — | $83K | 0.4% | |
| Mutual of America Life Insurance Company PIMCO VIT Real Return Portfolio {+} | — | — | — | $77K | 0.4% | |
| Mutual of America Life Insurance Company Mutual of America 2065 Retirement Fund {+} | — | — | — | $63K | 0.3% | |
| Mutual of America Life Insurance Company Mutual of America Conservative Allocation Fund {+} | — | — | — | $38K | 0.2% | |
| Mutual of America Life Insurance Company Goldman Sachs VIT US Equity Insights {+} 547 * Mutual of America Life Insurance Company Goldman Sachs VIT Small Cap Equity Insights {+} 509 * Mutual of America Life Insurance Company American Funds IS New World Fund {+} | — | — | — | $31K | 0.2% | |
| Mutual of America Life Insurance Company Mutual of America Small Cap Equity Index Fund {+} | — | — | — | $16K | <0.1% | |
| Mutual of America Life Insurance Company MFS VIT III Mid Cap Value Portfolio {+} | — | — | — | $5K | <0.1% |