Options for Community Living, Inc.'s EIN is 11-2612035.
Download the official 2024 Form 5500 (PDF) for Options for Community Living, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Options for Community Living, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $13.9M | 96.6% | |
| MUTUAL OF AMERICA 2035 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $1.3M | 8.7% | |
| MUTUAL OF AMERICA 2050 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $1.2M | 8.2% | |
| MUTUAL OF AMERICA 2055 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $871K | 6.1% | |
| MUTUAL OF AMERICA 2045 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $826K | 5.7% | |
| MUTUAL OF AMERICA 2040 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $797K | 5.5% | |
| T. ROWE PRICE BLUE CHIP GROWTH PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $749K | 5.2% | |
| MUTUAL OF AMERICA 2030 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $713K | 5.0% | |
| MUTUAL OF AMERICA 2025 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $592K | 4.1% | |
| FIDELITY VIP EQUITY-INCOME PORTFOLI MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $446K | 3.1% | |
| MUTUAL OF AMERICA 2060 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $427K | 3.0% | |
| FIDELITY VIP CONTRAFUND PORTFOLIO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $417K | 2.9% | |
| MUTUAL OF AMERICA EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $151K | 1.1% | |
| INVESCO OPPENHEIMER V.I. MAIN STREE MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $65K | 0.4% | |
| DWS CAPITAL GROWTH VIP MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $48K | 0.3% | |
| GOLDMAN SACHS VIT SMALL CAP EQ INSI MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $47K | 0.3% | |
| FIDELITY VIP MID CAP PORTFOLIO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $46K | 0.3% | |
| VANGUARD VIF DIVERSIFIED VALUE PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $45K | 0.3% | |
| VANGUARD TOTAL BOND MARKET INDEX PO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $44K | 0.3% | |
| MUTUAL OF AMERICA 2065 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $35K | 0.2% | |
| VANGUARD VIF INTERNATIONAL PORTFOLI MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $35K | 0.2% | |
| FIDELITY VIP ASSET MANAGER PORTFOLI MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $32K | 0.2% | |
| MUTUAL OF AMERICA CONSERVATIVE ALLO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $30K | 0.2% | |
| MUTUAL OF AMERICA SMALL-CAP GROWTH MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $30K | 0.2% | |
| CALVERT VP SRI BALANCED PORTFOLIO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $28K | 0.2% | |
| MUTUAL OF AMERICA BOND FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $27K | 0.2% | |
| MUTUAL OF AMERICA MID CAP VALUE FUN MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $25K | 0.2% | |
| MUTUAL OF AMERICA MONEY MARKET FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $19K | 0.1% | |
| MUTUAL OF AMERICA AGGRESSIVE ALLOCA MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $18K | 0.1% | |
| MUTUAL OF AMERICA ALL AMERICAN FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $18K | 0.1% | |
| AMERICAN CENTURY VP CAPITAL APPRECI MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $17K | 0.1% | |
| MUTUAL OF AMERICA BALANCED FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $16K | 0.1% | |
| MUTUAL OF AMERICA MID-CAP EQUITY IN MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $13K | <0.1% | |
| MUTUAL OF AMERICA RETIREMENT INCOM MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $12K | <0.1% | |
| DELWARE VIP SMALL CAP VALUE SERIES MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $9K | <0.1% | |
| MUTUAL OF AMERICA INTERMEDIATE BD F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $9K | <0.1% | |
| NEUBERGER BERMAN AMT SUSTAINABLE EQ MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $8K | <0.1% | |
| GOLDMAN SACHS VIT US EQUITY INSIGHT MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MFS VIT III MID CAP VALUE PORTFOLIO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGUARD VIF REAL ESTATE INDEX PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| MUTUAL OF AMERICFA INTERNATIONAL FU MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MUTUAL OF AMERICA SMALL CAP EQUITY MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PIMCO VIT REAL RETURN PORTFOLIO MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VICTORY RS SMALL CAP GROWTH EQUITY MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $765 | <0.1% | |
| MUTUAL OF AMERICA MODERATE ALLOCATI MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $596 | <0.1% | |
| MUTUAL OF AMERICAN SMALL CAP VALUE MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $475 | <0.1% | |
| MUTUAL OF AMERICA 2020 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $413 | <0.1% | |
| MUTUAL OF AMERICA 2015 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $390 | <0.1% | |
| AMERICAN FUNDS I.S. NEW WORLD FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $352 | <0.1% |
