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Original filing (PDF)20251015161125NAL0002728163001
CAYUGA HOME FOR CHILDREN DBA C
Form 5500
FILING_RECEIVED
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS
401(k) retirement plan
Active participants
1,031
Accounts w/ balance
1,323
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
68 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 (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAYUGA HOME FOR CHILDREN DBA C.
Plan sponsor
Name
CAYUGA HOME FOR CHILDREN DBA C
EIN
15-0532087
Address
101 HAMILTON AVE · AUBURN, NY · 130215028
Phone
(315) 253-5383
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DANNIBLE & MCKEE, 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 | $21K | — |
Investments
67 direct securities · 1 pooled fund· $38.7M(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
$19.4M
1 holding
Uncategorized
$16.2M
66 holdings
Mutual Funds
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $19.4M | 91.7% | |
| s * Mutual of America Equity Index Fund | Mutual Funds | — | — | $3.1M | 14.5% | |
| Collective Trust Funds Invesco Stable Value Trust - Class A1 | — | — | — | $2.4M | 11.2% | |
| T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $1.2M | 5.9% | |
| Fidelity Advisor New Insights Z | — | — | — | $1.2M | 5.7% | |
| Mutual of America Mid-Cap Equity Index Fund | — | — | — | $1.1M | 5.3% | |
| DWS Capital Growth Fund - Class R6 | — | — | — | $935K | 4.4% | |
| Mutual of America All America Fund | — | — | — | $607K | 2.9% | |
| American Century Heritage Fund R6 Class | — | — | — | $593K | 2.8% | |
| Vanguard Treasury Money Market Fund Investor | — | — | — | $579K | 2.7% | |
| Mutual of America Money Market Fund | — | — | — | $477K | 2.2% | |
| Mutual of America Small Cap Value Fund | — | — | — | $456K | 2.2% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $451K | 2.1% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $408K | 1.9% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $398K | 1.9% | |
| Fidelity Advisor Mid Cap II Z | — | — | — | $336K | 1.6% | |
| Mutual of America 2040 Retirement Fund | — | — | — | $317K | 1.5% | |
| Mutual of America 2045 Retirement Fund | — | — | — | $293K | 1.4% | |
| Mutual of America 2050 Retirement Fund | — | — | — | $283K | 1.3% | |
| Mutual of America Clear Passage 2025 | — | — | — | $268K | 1.3% | |
| Fidelity Advisor Equity Income Z | — | — | — | $250K | 1.2% | |
| Mutual of America 2035 Retirement Fund | — | — | — | $229K | 1.1% | |
| Mutual of America Mid-Term Bond Fund | — | — | — | $223K | 1.1% | |
| Mutual of America Bond Fund | — | — | — | $210K | 1.0% | |
| Mutual of America Small Cap Equity Index Fund | — | — | — | $196K | 0.9% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $170K | 0.8% | |
| Invesco Main Street Fund Class R6 | — | — | — | $150K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $141K | 0.7% | |
| Mutual of America 2060 Retirement Fund | — | — | — | $140K | 0.7% | |
| T. Rowe Price Spectrum Moderate Allocation Fund I Class | — | — | — | $136K | 0.6% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $118K | 0.6% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $114K | 0.5% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $113K | 0.5% | |
| Harbor Capital Appreciation Fund Retirement Class | — | — | — | $109K | 0.5% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $104K | 0.5% | |
| Mutual of America Life Participant loans (381 contracts with interest rates ranging from Insurance Company 4.25% to 9.50% and maturities ranging from 2024 to 2034) | — | — | — | $101K | 0.5% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $97K | 0.5% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $92K | 0.4% | |
| American Funds Washington Mutual Investors Fund R6 | — | — | — | $86K | 0.4% | |
| American Funds New World Fund Class R-6 | — | — | — | $82K | 0.4% | |
| Mutual of America 2055 Retirement Fund | — | — | — | $81K | 0.4% | |
| Delaware Small Cap Value Fund Class R6 | — | — | — | $74K | 0.4% | |
| Mutual of America 2020 Retirement Fund | — | — | — | $70K | 0.3% | |
| Goldman Sachs Small Cap Equity Insights Fund Class R6 | — | — | — | $66K | 0.3% | |
| Calvert Balanced Fund Class R6 | — | — | — | $65K | 0.3% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $62K | 0.3% | |
| Mutual of America Composite Fund | — | — | — | $58K | 0.3% | |
| Mutual of America Retirement Income Fund | — | — | — | $57K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | — | — | — | $52K | 0.2% | |
| Mutual of America International Fund | — | — | — | $52K | 0.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund I Class | — | — | — | $50K | 0.2% | |
| Vanguard Strategic Equity Fund Investor Shares | — | — | — | $42K | 0.2% | |
| Mutual of America 2065 Retirement Fund Class | — | — | — | $38K | 0.2% | |
| Goldman Sachs U.S. Equity Insights Fund Class R6 | — | — | — | $32K | 0.2% | |
| Victory RS Small Cap Growth Fund Class R6 | — | — | — | $28K | 0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Class R6 | — | — | — | $20K | <0.1% | |
| Neuberger Berman Sustainable Equity Fund Class R6 | — | — | — | $16K | <0.1% | |
| Ave Maria Bond Fund | — | — | — | $13K | <0.1% | |
| Ave Maria Rising Dividend Fund | — | — | — | $13K | <0.1% | |
| Calvert Bond Fund Class R6 | — | — | — | $12K | <0.1% | |
| Calvert Small-Cap Fund Class R6 | — | — | — | $9K | <0.1% | |
| Calvert US Mid Cap Core Responsible Index Fund Class I | — | — | — | $7K | <0.1% | |
| Mutual of America 2015 Retirement Fund | — | — | — | $6K | <0.1% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund I Class | — | — | — | $5K | <0.1% | |
| Fidelity Advisor Asset Manager 50% Z | — | — | — | $4K | <0.1% | |
| Mutual of America Catholic Values Index Fund Class | — | — | — | $4K | <0.1% | |
| Calvert International Responsible Index Fund Class R6 | — | — | — | $3K | <0.1% | |
| Mid Atlantic Master Cash Account | — | — | — | $1K | <0.1% |