Sarah Sandore signed Mohawk Valley Community Action Agency, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mohawk Valley Community Action Agency, Inc.'s EIN is 16-0918009.
Download the official 2023 Form 5500 (PDF) for Mohawk Valley Community Action Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mohawk Valley Community Action Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARADIGM CONSULTING, INC. | — | UTICA, NY | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $1.3M | 21.1% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $1.3M | 20.9% | |
| State Street S&P 500 Index Fund Class N Mutual fund | Common Collective Trusts | — | — | $1.0M | 17.3% | |
| MFS Value Fund Class R4 Mutual fund | Mutual Funds | — | — | $810K | 13.5% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual fund | Mutual Funds | — | — | $334K | 5.6% | |
| Vanguard Mid Cap Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $213K | 3.5% | |
| T. Rowe Price All Cap Opportunities Fund Mutual fund | Other securities | — | — | $205K | 3.4% | |
| Dodge & Cox International Stock Fund Mutual fund | Mutual Funds | — | — | $202K | 3.4% | |
| Vanguard Mid Cap Value Index Admiral Mutual fund | Mutual Funds | — | — | $174K | 2.9% | |
| Notes receivable from participants with interest of 4.25% - 9.5%. | Bonds / Notes | — | — | $146K | 2.4% | |
| Columbia Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $119K | 2.0% | |
| DFA Real Estate Securities Portfolio Institutional Mutual fund ** 533 America Funds U.S. Government Securities Mutual fund ** 4 American Funds New World R6 Mutual fund | Mutual Funds | — | — | $97K | 1.6% | |
| American Funds Capital World Growth Income Mutual fund ** 930 DFA US Targeted Value Portfolio Institutional C Mutual fund | Mutual Funds | — | — | $73K | 1.2% | |
| PIMCO Commodity Real Return Strategy Mutual fund ** 2 American Funds American Balanced R6 Mutual fund ** 3 T. Rowe Price Diversified Mid Cap Growth Mutual fund | Mutual Funds | — | — | $69K | 1.1% | |
| Vanguard Small Cap Growth Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
