How big is Community Development Corporat's plan?

Community Development Corporat's plan reported $5.9M in assets and 185 participants for 2024.

Original filing (PDF)20251010101016NAL0007489633001

Community Development Corporat

Name: Community Development Corporat — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Community Development Corporat
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Community Development Corporation of Long Island

401(k) retirement plan · Community Development Corporat's 403(b) Thrift Plan for Employees of Community Development Corporation of Long Island held $5.9M in plan assets for 185 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

No auditor on file

Active participants

185

Accounts w/ balance

157

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Sharon Fierstein signed Community Development Corporat's 2024 Form 5500 as plan administrator.

Sharon Fierstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community Development Corporat's EIN is 11-2221341.

EIN 11-2221341

Plan number 001

Plan year 2024

ACK ID 20251010101016NAL0007489633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Development Corporat from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Development Corporat's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY DEVELOPMENT CORPORAT.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

51 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

COMMUNITY DEVELOPMENT CORPORAT

EIN

all filings

Address

1660 WALT WHITMAN ROAD, SUITE 13 · MELVILLE, NY · 11747

Phone

(631) 471-1215

Industry

Health Care & Social Assistance

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$1K	—

Investments

51 direct securities · 1 pooled fund· $11.4M(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.

Pooled Separate Account

$5.6M

1 holding

Pooled Separate Accounts

$5.3M

50 holdings

Other securities

$476K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$5.6M	95.5%
Mutual of America 2015 Retirement Fund Pooled separate account 889 * Mutual of America 2020 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$825K	14.1%
Mutual of America 2040 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$610K	10.4%
Mutual of America 2035 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$556K	9.5%
Mutual of America Interest Accumulation Fund Interest accumulation account	Other securities	—	—	$476K	8.1%
T. Rowe Price Blue Chip Growth Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$406K	6.9%
Mutual of America 2030 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$401K	6.8%
Mutual of America 2050 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$312K	5.3%
Mutual of America 2045 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$292K	5.0%
Mutual of America 2025 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$217K	3.7%
American Century VP Capital Appreciation Pooled separate account	Pooled Separate Accounts	—	—	$213K	3.6%
Mutual of America Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$175K	3.0%
Vanguard VIF Real Estate Index Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$102K	1.7%
Calvert VP SRI Balanced Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$99K	1.7%
Mutual of America Mid-Cap Equity Index Pooled separate account	Pooled Separate Accounts	—	—	$93K	1.6%
Mutual of America Conservative Allocation Pooled separate account	Pooled Separate Accounts	—	—	$92K	1.6%
DWS Capital Growth VIP Pooled separate account	Pooled Separate Accounts	—	—	$86K	1.5%
Mutual of America Life Insurance Company * Mutual of America Aggressive Allocation Pooled separate account	Pooled Separate Accounts	—	—	$85K	1.5%
Vanguard VIF Diversified Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$79K	1.4%
Fidelity VIP Mid Cap Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$66K	1.1%
Mutual of America Moderate Allocation Pooled separate account	Pooled Separate Accounts	—	—	$52K	0.9%
Mutual of America Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$51K	0.9%
Invesco V.I. Main Street Pooled separate account	Pooled Separate Accounts	—	—	$49K	0.8%
Delaware VIP Small Cap Fund Series Pooled separate account	Pooled Separate Accounts	—	—	$48K	0.8%
Mutual of America Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$42K	0.7%
Vanguard VIF International Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$37K	0.6%
Mutual of America 2065 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$31K	0.5%
Mutual of America Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$30K	0.5%
Fidelity VIP Contrafund Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$29K	0.5%
Mutual of America Composite Fund Pooled separate account	Pooled Separate Accounts	—	—	$27K	0.5%
Vanguard Total Bond Mkt I Prt Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.4%
Fidelity VIP Equity-Income Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.4%
MFS VIT III Mid Cap Value Portfolio Pooled separate account 584 * Mutual of America Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$20K	0.3%
Neuberger Berman AMT Sustainable Equity Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.3%
Invesco Comstock Fund Class A Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.3%
Invesco U.S. Government Money Portfolio Class Y Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.3%
Mutual of America International Fund Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.3%
Fidelity VIP Asset Manager Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.3%
Mutual of America Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$14K	0.2%
Invesco Global Opportunities Fund A Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.2%
Mutual of America 2055 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.2%
Mutual of America Mid-Term Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$11K	0.2%
PIMCO VIT Real Return Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Mutual of America All America Fund Pooled separate account	Pooled Separate Accounts	—	—	$8K	0.1%
Mutual of America Small Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$7K	0.1%
Mutual of America 2060 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
Victory RS Small Cap Growth Equity VIP Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
Invesco Investment Services, Inc. * Invesco Real Estate Fund Class A Pooled separate account 911 * Invesco Global Fund Class A Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Invesco Income Bond Fund Class A Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
America Fund IS New World Fund Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%