Back to filter
Original filing (PDF)20251014120459NAL0001348739001
INSTITUTE FOR COMMUNITY LIVING, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC.
401(k) retirement plan
Active participants
2,455
Accounts w/ balance
1,882
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
48 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR COMMUNITY LIVING, INC..
Plan sponsor
Name
INSTITUTE FOR COMMUNITY LIVING, INC.
EIN
13-3306195
Address
125 BROAD ST FL 3 · NEW YORK, NY · 100042768
Phone
(212) 385-3030
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRASSI & CO. CPA'S PC
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 | $36K | — |
Investments
48 direct securities · 1 pooled fund· $38.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.8M
48 holdings
Pooled Separate Account
$18.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 004 | Pooled Separate Account | — | — | $18.3M | 92.2% | |
| Mutual of America Mutual of America Interest Accumulation Fund | — | — | — | $1.6M | 7.8% | |
| MUTUAL OF AMERICA MoA Clear Passage 2025 Fund | — | — | — | $1.6M | 7.8% | |
| MUTUAL OF AMERICA MoA Clear Passage 2035 Fund | — | — | — | $1.3M | 6.7% | |
| MUTUAL OF AMERICA MoA Clear Passage 2030 Fund | — | — | — | $1.2M | 6.3% | |
| MUTUAL OF AMERICA MoA Clear Passage 2050 Fund | — | — | — | $1.1M | 5.7% | |
| MUTUAL OF AMERICA MoA Clear Passage 2045 Fund | — | — | — | $1.1M | 5.6% | |
| MUTUAL OF AMERICA MoA Clear Passage 2040 Fund | — | — | — | $1.1M | 5.5% | |
| FIDELITY VIP Contrafund Portfolio | — | — | — | $1.1M | 5.4% | |
| MUTUAL OF AMERICA MoA Equity Index Fund | — | — | — | $942K | 4.8% | |
| FIDELITY VIP Mid Cap Portfolio | — | — | — | $787K | 4.0% | |
| MUTUAL OF AMERICA MoA Clear Passage 2055 Fund | — | — | — | $731K | 3.7% | |
| MUTUAL OF AMERICA MoA Clear Passage 2060 Fund | — | — | — | $690K | 3.5% | |
| MUTUAL OF AMERICA MoA Aggressive Allocation Fund | — | — | — | $617K | 3.1% | |
| FIDELITY VIP Equity-Income Portfolio | — | — | — | $501K | 2.5% | |
| MUTUAL OF AMERICA MoA Clear Passage 2065 Fund | — | — | — | $448K | 2.3% | |
| DWS Capital Growth VIP | — | — | — | $431K | 2.2% | |
| MUTUAL OF AMERICA MoA Clear Passage 2020 Fund | — | — | — | $424K | 2.1% | |
| MUTUAL OF AMERICA MoA Retirement Income Fund | — | — | — | $394K | 2.0% | |
| MUTUAL OF AMERICA MoA Small Cap Equity Index Fund | — | — | — | $378K | 1.9% | |
| MUTUAL OF AMERICA MoA Core Bond Fund | — | — | — | $373K | 1.9% | |
| T. ROWE T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $341K | 1.7% | |
| VANGUARD VIF Diversified Value Portfolio | — | — | — | $290K | 1.5% | |
| VANGUARD VIF Total Bond Market Index Portfolio | — | — | — | $243K | 1.2% | |
| MUTUAL OF AMERICA MoA Moderate Allocation Fund | — | — | — | $237K | 1.2% | |
| MUTUAL OF AMERICA MoA Clear Passage 2015 Fund | — | — | — | $232K | 1.2% | |
| MUTUAL OF AMERICA MoA Balanced Fund | — | — | — | $205K | 1.0% | |
| AMERICAN CENTURY American Century Investments VP Capital Appreciation F | — | — | — | $200K | 1.0% | |
| MUTUAL OF AMERICA MoA Conservative Allocation Fund | — | — | — | $189K | 1.0% | |
| MUTUAL OF AMERICA MoA All America Fund | — | — | — | $142K | 0.7% | |
| VANGUARD VIF International Portfolio | — | — | — | $130K | 0.7% | |
| FIDELITY VIP Asset Manager Portfolio | — | — | — | $100K | 0.5% | |
| MUTUAL OF AMERICA MoA Mid Cap Equity Index Fund | — | — | — | $97K | 0.5% | |
| MUTUAL OF AMERICA MoA Intermediate Bond Fund | — | — | — | $88K | 0.4% | |
| INVESCO V.I. Main Street Fund | — | — | — | $82K | 0.4% | |
| VANGUARD VIF Real Estate Index Portfolio | — | — | — | $73K | 0.4% | |
| MUTUAL OF AMERICA MoA Money Market Fund | — | — | — | $59K | 0.3% | |
| NEUBERGER BERMAN Neuberger Berman AMT Sustainable Equity Portfolio | — | — | — | $55K | 0.3% | |
| MUTUAL OF AMERICA MoA International Fund | — | — | — | $50K | 0.3% | |
| MUTUAL OF AMERICA MoA Small Cap Growth Fund | — | — | — | $47K | 0.2% | |
| PIMCO VIT Real Return Portfolio | — | — | — | $44K | 0.2% | |
| GOLDMAN SACHS Goldman Sachs VIT Small Cap Equity Insights Fund | — | — | — | $41K | 0.2% | |
| GOLDMAN SACHS Goldman Sachs VIT US Equity Insights Fund | — | — | — | $31K | 0.2% | |
| MUTUAL OF AMERICA MoA Mid Cap Value Fund | — | — | — | $13K | <0.1% | |
| CALVERT VP SRI Balanced Portfolio | — | — | — | $10K | <0.1% | |
| DELAWARE VIP Small Cap Value Series | — | — | — | $8K | <0.1% | |
| MUTUAL OF AMERICA MoA Small Cap Value Fund | — | — | — | $7K | <0.1% | |
| AMERICAN FUNDS American Funds Insurance Series New World Fund | — | — | — | $3K | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio | — | — | — | $2K | <0.1% |