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Original filing (PDF)20251014142223NAL0001536259002
CORTLAND COUNTY COMMUNITY ACTION PROGRAM, INC.
Form 5500
FILING_RECEIVED
401K PROFIT SHARING PLAN FOR EMPLOYEES OF CORTLAND COUNTY COMMUNITY ACTION PROGRAM, INC.
401(k) retirement plan
Active participants
350
Accounts w/ balance
564
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORTLAND COUNTY COMMUNITY ACTION PROGRAM, INC..
Plan sponsor
Name
CORTLAND COUNTY COMMUNITY ACTION PROGRAM, INC.
EIN
16-1004653
Address
32 N. MAIN ST. · CORTLAND, NY · 130452122
Phone
(607) 753-6781
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., 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 | RECORDKEEPER | $8K | — |
Investments
30 direct securities · 1 pooled fund· $6.1M(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.
Uncategorized
$3.3M
30 holdings
Pooled Separate Account
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $2.9M | 88.5% | |
| Mutual of America Clear Passage 2030 Fund Separate account fund | — | — | — | $487K | 14.9% | |
| Mutual of America Clear Passage 2045 Fund Separate account fund | — | — | — | $478K | 14.7% | |
| Mutual of America Clear Passage 2035 Fund Separate account fund | — | — | — | $333K | 10.2% | |
| Mutual of America Interest Accumulation Account Fixed annuity contract | — | — | — | $311K | 9.6% | |
| Mutual of America Clear Passage 2040 Fund Separate account fund | — | — | — | $303K | 9.3% | |
| Mutual of America Clear Passage 2050 Fund Separate account fund | — | — | — | $243K | 7.4% | |
| Mutual of America Clear Passage 2025 Fund Separate account fund | — | — | — | $186K | 5.7% | |
| Mutual of America Clear Passage 2060 Fund Separate account fund | — | — | — | $157K | 4.8% | |
| Vanguard VIF Real Estate Index Portfolio Separate account fund ** 280 * Mutual of America Clear Passage 2015 Fund Separate account fund ** 180 * Mutual of America Clear Passage 2020 Fund Separate account fund | — | — | — | $132K | 4.1% | |
| Calvert SRI VP Balanced Portfolio Separate account fund | — | — | — | $112K | 3.4% | |
| Mutual of America Clear Passage 2055 Fund Separate account fund | — | — | — | $105K | 3.2% | |
| Fidelity VIP Asset Manager Portfolio Separate account fund | — | — | — | $81K | 2.5% | |
| payments through December 2029 $ - | — | — | — | $63K | 1.9% | |
| Fidelity VIP Contrafund Separate account fund | — | — | — | $45K | 1.4% | |
| American Century VP Capital Appreciation Separate account fund | — | — | — | $42K | 1.3% | |
| Mutual of America Clear Passage 2065 Fund Separate account fund | — | — | — | $33K | 1.0% | |
| Mutual of America Aggressive Allocation Separate account fund ** 297 * Mutual of America All America Fund Separate account fund | — | — | — | $30K | 0.9% | |
| Mutual of America Retirement Income Fund Separate account fund | — | — | — | $19K | 0.6% | |
| Mutual of America Moderate Allocation Separate account fund | — | — | — | $18K | 0.5% | |
| Invesco Main Street VA Separate account fund | — | — | — | $17K | 0.5% | |
| Mutual of America Equity Index Fund Separate account fund | — | — | — | $14K | 0.4% | |
| Mutual of America Mid-Cap Equity Index Separate account fund | — | — | — | $12K | 0.4% | |
| Mutual of America Small Cap Growth Fund Separate account fund | — | — | — | $12K | 0.4% | |
| Mutual of America Bond Fund Separate account fund | — | — | — | $11K | 0.3% | |
| Mutual of America Composite Fund Separate account fund ** 548 * Mutual of America Conservative Allocation Separate account fund | — | — | — | $4K | 0.1% | |
| T. Rowe Blue Chip Growth Portfolio Separate account fund | — | — | — | $3K | <0.1% | |
| Vanguard VIF Diversified Value Separate account fund | — | — | — | $2K | <0.1% | |
| Mutual of America Small Cap Value Fund Separate account fund | — | — | — | $2K | <0.1% | |
| Mutual of America International Fund Separate account fund | — | — | — | $2K | <0.1% | |
| Mutual of America Money Market Fund Separate account fund | — | — | — | $2K | <0.1% |
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