Economic Opportunity Program, Inc.'s EIN is 16-0906941.
Download the official 2024 Form 5500 (PDF) for Economic Opportunity Program, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Economic Opportunity Program, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE FINANCIAL LIFE INS CO | 13-5570651 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEMUNG CANAL TRUST COMPANY | — | ELMIRA, NY | THIRD-PARTY ADMINISTRATOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX MUTUAL FUND - EQUITY | Common Collective Trusts | — | $550K | $794K | 17.8% | |
| VANG INTERM-TERM BOND MUTUAL FUND - FIXED INCOME 55 VANG TOTAL BOND MKT INDEX MUTUAL FUND - FIXED INCOME | Other securities | — | $534K | $505K | 11.3% | |
| FIDELITY INV MM GOV'T INSTL MUTUAL FUND - FIXED INCOME | Mutual Funds | — | $314K | $314K | 7.0% | |
| T ROWE PRICE GROWTH STOCK MUTUAL FUND - EQUITY | Mutual Funds | — | $216K | $289K | 6.5% | |
| JPMorgan Large Cap Growth - R6 MUTUAL FUND -- EQUITY | Other securities | — | $236K | $245K | 5.5% | |
| Putnam Large Cap Value - R6 MUTUAL FUND -- EQUITY | Mutual Funds | — | $188K | $193K | 4.3% | |
| FIDELITY SMALL CAP INDEX MUTUAL FUND - EQUITY 15 FEDERATED HERMES ULTRA SHORT BOND MUTUAL FUND - FIXED INCOME 32 BLACKROCK EQUITY DIV MUTUAL FUND - EQUITY | U.S. Treasuries | — | $149K | $143K | 3.2% | |
| GUGGENHEIM CORE BOND FD INSTL MUTUAL FUND - FIXED INCOME | Other securities | — | $121K | $121K | 2.7% | |
| LORD ABBETT SHORT DURATION MUTUAL FUND - FIXED INCOME | Mutual Funds | — | $119K | $117K | 2.6% | |
| AMERICAN CENTURY SM CAP VALUE MUTUAL FUND - EQUITY 116 DODGE & COX STOCK MUTUAL FUND - EQUITY | Mutual Funds | — | $114K | $115K | 2.6% | |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND - EQUITY | Mutual Funds | — | $95K | $100K | 2.2% | |
| LOANS PARTICIPANT LOANS 4.25%-6.5% | Bonds / Notes | — | $98K | $98K | 2.2% | |
| VANGUARD S&P MC 400-IDX-INS MUTUAL FUND - EQUITY | Common Collective Trusts | — | $81K | $91K | 2.0% | |
| CLEARBRIDGE SMALL CAP GR MUTUAL FUND - EQUITY | Other securities | — | $91K | $89K | 2.0% | |
| VANG SHORT TERM INVEST GR MUTUAL FUND - FIXED INCOME | Other securities | — | $84K | $82K | 1.8% | |
| DODGE & COX INCOME MUTUAL FUND - FIXED INCOME | Mutual Funds | — | $62K | $57K | 1.3% | |
| VANG SHORT-TERM TREASURY MUTUAL FUND - FIXED INCOME 37 VANG S&P 500 VALUE INDEX MUTUAL FUND - EQUITY 46 VANG HIGH YIELD CORPORATE MUTUAL FUND - FIXED INCOME | Common Collective Trusts | — | $53K | $51K | 1.2% | |
| VANGUARD DIVIDEND GROWTH INV MUTUAL FUND - EQUITY 39 VANGUARD LONG-TERM TREAS INDEX ADM MUTUAL FUND - FIXED INCOME | Mutual Funds | — | $40K | $39K | 0.9% | |
| Fidelity ADV Sm Cap - Z MUTUAL FUND -- EQUITY | Mutual Funds | — | $42K | $38K | 0.9% | |
| VANGUARD EXT MKT INDEX ADM MUTUAL FUND - EQUITY | Mutual Funds | — | $14K | $20K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
