Matthew Rajewski signed Westchester Visiting Nurse SER's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westchester Visiting Nurse SER's EIN is 13-3323176.
Download the official 2024 Form 5500 (PDF) for Westchester Visiting Nurse SER from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westchester Visiting Nurse SER's plan includes profit-sharing, a default investment (QDIA), money-purchase contributions.
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 | $3K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $9.8M | 71.1% | |
| UNITS * Mutual of America Interest Accumulation Account | Insurance Contracts | — | — | $3.9M | 28.6% | |
| SEPARATE ACCOUNTS * MoA Clear Passage 2025 Fund | Pooled Separate Accounts | — | $415K | $1.1M | 7.9% | |
| MoA Clear Passage 2030 Fund | Other securities | — | $318K | $938K | 6.8% | |
| DWS Capital Growth VIP | Other securities | — | $3K | $914K | 6.6% | |
| MoA Clear Passage 2035 Fund | Other securities | — | $264K | $830K | 6.0% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | $3K | $781K | 5.7% | |
| MoA Equity Index Fund | Common Collective Trusts | — | $31K | $565K | 4.1% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | $9K | $543K | 3.9% | |
| MoA Clear Passage 2045 Fund | Other securities | — | $156K | $516K | 3.8% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | $3K | $486K | 3.5% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | $4K | $331K | 2.4% | |
| MoA US Gov Money Market | Cash / Money Market | — | $112K | $318K | 2.3% | |
| MoA Mid Cap Equity Index Fund | Common Collective Trusts | — | $30K | $279K | 2.0% | |
| MoA Clear Passage 2040 Fund | Other securities | — | $84K | $276K | 2.0% | |
| MoA Clear Passage 2020 Fund | Other securities | — | $102K | $240K | 1.7% | |
| LVIP American Century Cap | Other securities | — | $2K | $232K | 1.7% | |
| MoA Aggressive Allocation Fund | Other securities | — | $39K | $212K | 1.5% | |
| MoA Moderate Allocation Fund | Other securities | — | $32K | $132K | 1.0% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | $2K | $126K | 0.9% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | $10K | $117K | 0.8% | |
| Invesco V.I. Main Street Fund 860 | Mutual Funds | — | — | $94K | 0.7% | |
| MoA Core Bond Fund | Other securities | — | $12K | $87K | 0.6% | |
| MoA Small Cap Growth Fund | Other securities | — | $20K | $85K | 0.6% | |
| MoA Clear Passage 2050 Fund | Other securities | — | $24K | $76K | 0.6% | |
| MoA Clear Passage 2055 Fund | Other securities | — | $27K | $59K | 0.4% | |
| MoA Small Cap Value Fund | Other securities | — | $16K | $57K | 0.4% | |
| MoA Intermediate Bond Fund | Other securities | — | $19K | $53K | 0.4% | |
| MoA All America Fund 991 | Other securities | — | — | $42K | 0.3% | |
| MoA Retirement Income Fund | Other securities | — | $18K | $37K | 0.3% | |
| MoA Clear Passage 2065 Fund | Other securities | — | $2K | $35K | 0.3% | |
| Fidelity VIP Mid Cap Portfolio 200 | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity VIP Asset Manager Portfolio 322 | Mutual Funds | — | — | $25K | 0.2% | |
| MoA Conservative Allocation Fund | Other securities | — | $9K | $25K | 0.2% | |
| MoA International Fund | Other securities | — | $12K | $19K | 0.1% | |
| Goldman Sachs VIT US Equity Insights Fund 894 | Other securities | — | — | $18K | 0.1% | |
| MoA Clear Passage 2015 Fund | Other securities | — | $7K | $16K | 0.1% | |
| MoA Small Cap Equity Index Fund | Common Collective Trusts | — | $1K | $16K | 0.1% | |
| MoA Mid Cap Value Fund | Other securities | — | $4K | $15K | 0.1% | |
| MoA Balanced Fund 665 | Other securities | — | — | $13K | <0.1% | |
| Delaware VIP Small Cap Value Series 818 | Other securities | — | — | $12K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio 434 | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio 909 | Mutual Funds | — | — | $10K | <0.1% | |
| Goldman Sachs VIT Small Cap Equity Insights Fund 542 | Other securities | — | — | $9K | <0.1% | |
| Fidelity VIP Mid Cap Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $9K | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio 433 | Mutual Funds | — | — | $8K | <0.1% | |
| Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Mutual Funds | — | — | $6K | <0.1% | |
| Victory RS Small Cap Growth Equity VIP Series 512 | Other securities | — | — | $6K | <0.1% | |
| PIMCO VIT Real Return Portfolio 206 | Mutual Funds | — | — | $3K | <0.1% |
