Jordan Jones signed North Country Transitional Living Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Country Transitional Living Services, Inc.'s EIN is 16-1104065.
Download the official 2024 Form 5500 (PDF) for North Country Transitional Living Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Country Transitional Living Services, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $2.2M | 83.6% | |
| Mutual of America Interest Accumulation Account Fixed annuity contract | Other securities | — | — | $384K | 14.8% | |
| Mutual of America 2045 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $251K | 9.7% | |
| Mutual of America All America Fund Pooled separate account | Pooled Separate Accounts | — | — | $198K | 7.6% | |
| Mutual of America 2050 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $178K | 6.9% | |
| Fidelity VIP Contrafund Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $174K | 6.7% | |
| Mutual of America 2035 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $139K | 5.4% | |
| Mutual of America 2055 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $133K | 5.2% | |
| Mutual of America Mid-Cap Equity Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $115K | 4.4% | |
| Mutual of America 2030 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $112K | 4.3% | |
| Vanguard VIF International Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $98K | 3.8% | |
| Mutual of America 2020 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $93K | 3.6% | |
| Fidelity VIP Mid-Cap Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $92K | 3.6% | |
| T. Rowe Price Blue Chip Growth Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $69K | 2.7% | |
| Mutual of America 2060 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $60K | 2.3% | |
| Mutual of America Aggressive Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $51K | 2.0% | |
| Mutual of America 2040 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $51K | 2.0% | |
| Mutual of America Equity Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $47K | 1.8% | |
| Mutual of America 2025 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $46K | 1.8% | |
| Mutual of America Small Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $46K | 1.8% | |
| dates through September 2029 | Other securities | — | — | $39K | 1.5% | |
| Invesco V.I. Main Street Fund Pooled separate account | Pooled Separate Accounts | — | — | $36K | 1.4% | |
| Mutual of America Small Cap Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $25K | 1.0% | |
| DWS Capital Growth VIP Pooled separate account | Pooled Separate Accounts | — | — | $23K | 0.9% | |
| Mutual of America Moderate Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $20K | 0.8% | |
| Mutual of America 2065 Clear Passage Fund Pooled separate account | Pooled Separate Accounts | — | — | $20K | 0.8% | |
| Calvert VP SRI Balanced Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $18K | 0.7% | |
| Mutual of America Retirement Income Fund Pooled separate account | Pooled Separate Accounts | — | — | $17K | 0.6% | |
| Mutual of America Mid-Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $14K | 0.5% | |
| American Century VP Capital Appreciation Pooled separate account | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| Vanguard VIF Diversified Value Pooled separate account | Pooled Separate Accounts | — | — | $10K | 0.4% | |
| Fidelity VIP Equity-Income Pooled separate account | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| Mutual of America Core Bond Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Mutual of America Balanced Fund Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America International Fund Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America Intermediate Bond Fund Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
