Back to filter
Original filing (PDF)20251013134054NAL0001354209001
SUPPORTIVE BEHAVIORAL RESOURCE
Form 5500
FILING_RECEIVED
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUPPORTIVE BEHAVIORAL RESOURCES, INC.
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
298
Accounts w/ balance
252
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Mutual of America Life Insurance Company MoA Clear Passage 2025 Fund" is 31% of plan.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPPORTIVE BEHAVIORAL RESOURCE.
Plan sponsor
Name
SUPPORTIVE BEHAVIORAL RESOURCE
EIN
23-2786009
Address
1915 WELSH RD · PHILADELPHIA, PA · 191154659
Phone
(215) 333-2280
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
2025-10-13
Pension benefit codes
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
KREISCHER MILLER
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 | RECORD KEEPER | $2K | — |
Investments
30 direct securities · 1 pooled fund· $11.5M(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.
Uncategorized
$5.8M
30 holdings
Pooled Separate Account
$5.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $5.7M | 97.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2025 Fund | — | — | — | $1.8M | 30.8% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2035 Fund | — | — | — | $879K | 15.1% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2030 Fund | — | — | — | $802K | 13.8% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2045 Fund | — | — | — | $477K | 8.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2050 Fund | — | — | — | $360K | 6.2% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2040 Fund | — | — | — | $340K | 5.8% | |
| Mutual of America Life Insurance Company MoA Moderate Allocation Fund | — | — | — | $231K | 4.0% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2055 Fund | — | — | — | $229K | 3.9% | |
| Mutual of America Life Insurance Company Mutual of America Interest Accumulation Account | — | — | — | $160K | 2.7% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2060 Fund | — | — | — | $88K | 1.5% | |
| Mutual of America Life Insurance Company Fidelity VIP Contrafund Portfolio | — | — | — | $62K | 1.1% | |
| Mutual of America Life Insurance Company T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $61K | 1.1% | |
| Mutual of America Life Insurance Company MoA Conservative Allocation Fund | — | — | — | $56K | 1.0% | |
| Mutual of America Life Insurance Company Vanguard VIF Diversified Value Portfolio | — | — | — | $56K | 1.0% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2065 Fund | — | — | — | $43K | 0.7% | |
| Mutual of America Life Insurance Company Fidelity VIP MidCap Portfolio | — | — | — | $34K | 0.6% | |
| Mutual of America Life Insurance Company Victory RS Small Cap Growth Equity VIP Series | — | — | — | $28K | 0.5% | |
| Mutual of America Life Insurance Company MoA Equity Index Fund | — | — | — | $26K | 0.5% | |
| Mutual of America Life Insurance Company Vanguard VIF Total Bond Market Index Portfolio 738 * Mutual of America Life Insurance Company American Funds Insurance Series New World Fund | — | — | — | $18K | 0.3% | |
| Mutual of America Life Insurance Company Vanguard VIF International Portfolio | — | — | — | $17K | 0.3% | |
| Mutual of America Life Insurance Company MoA Retirement Income Fund | — | — | — | $16K | 0.3% | |
| Mutual of America Life Insurance Company MoA Core Bond Fund 818 * Mutual of America Life Insurance Company MoA Intermediate Bond Fund | — | — | — | $11K | 0.2% | |
| Mutual of America Life Insurance Company American Century Investments VP Capital Appreciation Fund 340 * Mutual of America Life Insurance Company Calvert VP SRI Balanced Portfolio | — | — | — | $9K | 0.2% | |
| Mutual of America Life Insurance Company Goldman Sachs VIT US Equity Insights Fund 705 * Mutual of America Life Insurance Company Delaware VIP Small Cap Value Series | — | — | — | $7K | 0.1% | |
| Mutual of America Life Insurance Company DWS Capital Growth VIP | — | — | — | $6K | 0.1% | |
| Mutual of America Life Insurance Company Vanguard VIF Real Estate Index Portfolio 339 * Mutual of America Life Insurance Company Fidelity VIP Asset Manager Portfolio | — | — | — | $3K | <0.1% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2020 Fund | — | — | — | $3K | <0.1% | |
| Mutual of America Life Insurance Company Fidelity VIP Equity Income Portfolio | — | — | — | $3K | <0.1% | |
| Mutual of America Life Insurance Company MoA Clear Passage 2015 Fund | — | — | — | $2K | <0.1% | |
| Mutual of America Life Insurance Company MoA Aggressive Allocation Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using MUTUAL OF AMERICA INVESTMENT CORP
ILLINOIS INSTITUTE OF TECHNOLOGY
ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN
$598.0M · 1,035 participants
EMPLOYSHARE, INC.
EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN
$78.0M · 671 participants
SEA-MAR COMMUNITY HEALTH CENTERS
EMPLOYEE BENEFIT PLAN OF SEA-MAR COMMUNITY HEALTH CENTERS
$73.3M · 2,704 participants
BALDOR SPECIALTY FOODS, INC.
BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN
$67.6M · 3,399 participants
SPECIAL SERVICE FOR GROUPS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC.
$62.8M · 2,487 participants
RICHARD J. CARON FOUNDATION
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION
$61.0M · 648 participants
Similar-size Health Care & Social Assistance plans
CHILD & FAMILY DEVELOPMENT, INC.
CHILD & FAMILY DEVELOPMENT, INC. 401(K) SAVINGS PLAN
$5.9M · 84 participants
SIOUXLAND MENTAL HEALTH SERVICES, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SIOUXLAND MENTAL HEALTH SERVICES, INC.
$5.7M · 142 participants
COLUMBIA WELLNESS
COLUMBIA WELLNESS RETIREMENT PLAN
$5.7M · 150 participants
MARSHALL-JACKSON MENTAL HEALTH BOARD, INC.
MARSHALL-JACKSON MENTAL HEALTH BOARD 401(K) RETIREMENT PLAN
$5.7M · 116 participants
NEW NARRATIVE
NEW NARRATIVE 401(K) PLAN
$5.7M · 318 participants
THE WHOLE CHILD
THE WHOLE CHILD 401(K) PLAN
$5.7M · 146 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B