Original filing (PDF)20250313121340NAL0041163810001

Community Action Partnership of Lancaster County, Inc.

Name: Community Action Partnership of Lancaster County, Inc. — Form 5500 Plan 003 (2023)
Creator: Community Action Partnership of Lancaster County, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc.

Defined-contribution retirement plan · Community Action Partnership of Lancaster County, Inc.'s 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. held $10.9M in plan assets for 297 participants in 2023, with Mutual of America as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

297

Accounts w/ balance

422

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Angie Lightfoot ROTH signed Community Action Partnership of Lancaster County, Inc.'s 2023 Form 5500 as plan administrator.

Angie Lightfoot ROTH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community Action Partnership of Lancaster County, Inc.'s EIN is 23-1667311.

EIN 23-1667311

Plan number 003

Plan year 2023

ACK ID 20250313121340NAL0041163810001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Community Action Partnership of Lancaster County, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Community Action Partnership of Lancaster County, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

COMMUNITY ACTION PARTNERSHIP OF LANCASTER COUNTY, INC.

EIN

all filings

Address

601 S QUEEN ST · LANCASTER, PA · 176035621

Phone

(717) 299-7301

Industry

Real Estate

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

41 direct securities · 1 pooled fund· $19.9M(100% 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.

Pooled Separate Account

$9.0M

1 holding

Pooled Separate Accounts

$9.0M

40 holdings

Other

$1.9M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	—	—	$9.0M	82.7%
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$1.9M	17.3%
MoA Clear Passage 2050 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$981K	9.0%
MoA Clear Passage 2045 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$817K	7.5%
MoA Aggressive Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$650K	6.0%
MoA Clear Passage 2040 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$613K	5.6%
MoA Clear Passage 2055 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$585K	5.4%
MoA Clear Passage 2025 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$533K	4.9%
MoA Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$518K	4.7%
MoA Clear Passage 2035 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$501K	4.6%
MoA Moderate Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$361K	3.3%
MoA Clear Passage 2030 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$358K	3.3%
Fidelity VIP Contrafund Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$341K	3.1%
DWS Capital Growth VIP Pooled Separate Account	Pooled Separate Accounts	—	—	$311K	2.8%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$303K	2.8%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$228K	2.1%
MoA Mid Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$220K	2.0%
MoA Clear Passage 2060 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$205K	1.9%
MoA Balanced Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$178K	1.6%
Calvert VP SRI Balanced Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$168K	1.5%
MoA Clear Passage 2065 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$141K	1.3%
Vanguard VIF Total Bond Market Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$121K	1.1%
MoA Conservative Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$117K	1.1%
Vanguard VIF International Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$107K	1.0%
Fidelity VIP Equity-Income Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$100K	0.9%
Fidelity VIP Mid Cap Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$57K	0.5%
Vanguard VIF Real Estate Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$54K	0.5%
MoA Retirement Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	0.5%
Invesco V.I. Main Street Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	0.4%
American Century Investments VP Capital Appreciation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$46K	0.4%
MoA Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$43K	0.4%
MoA All America Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$42K	0.4%
MoA Intermediate Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$41K	0.4%
Fidelity VIP Asset Manager Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	0.3%
MoA Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	0.3%
MoA Core Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.2%
MoA Clear Passage 2020 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.2%
MoA Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$24K	0.2%
MoA Clear Passage 2015 Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.1%
MoA Mid Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$14K	0.1%
MoA International Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
MoA Small Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%