Original filing (PDF)20250313121340NAL0041163810001

COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

Name: COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC., Form 5500 (2023)
Creator: COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

Defined-contribution retirement plan

Active participants

297

Accounts w/ balance

422

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC..

Plan sponsor

Name

COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

EIN

23-1667311

Address

601 S QUEEN ST · LANCASTER, PA · 176035621

Phone

(717) 299-7301

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MCKONLY & ASBURY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$4K	—

Investments

1 pooled fund· $9.0M(83% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	$9.0M	82.7%

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