Nancy Schneider signed Multi-Service Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Multi-Service Center's EIN is 23-7120815.
Download the official 2023 Form 5500 (PDF) for Multi-Service Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Multi-Service Center's plan includes ERISA 404(c) participant direction, 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 | RECORDKEEPER | $665 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $3.1M | 88.7% | |
| Mutual of America Interest Accumulation Account | Other securities | — | — | $382K | 10.8% | |
| Mutual of America Clear Passage 2050 Fund | Other securities | — | — | $363K | 10.2% | |
| Mutual of America VIP Equity-Income Portfolio | Other securities | — | — | $249K | 7.0% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $241K | 6.8% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $231K | 6.5% | |
| Mutual of America VP Capital Appreciation Fund | Other securities | — | — | $224K | 6.3% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $217K | 6.1% | |
| Mutual of America Conservation Allocation Fund ** 80 * Mutual of America Moderate Allocation Fund | Other securities | — | — | $202K | 5.7% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $170K | 4.8% | |
| Mutual of America International Fund ** 814 * Mutual of America VIF International Portfolio | Other securities | — | — | $120K | 3.4% | |
| Mutual of America Blue Chip Growth Portfolio | Other securities | — | — | $108K | 3.1% | |
| Mutual of America VIT Small Cap Equity Insights Fund ** 231 * Mutual of America Small Cap Growth Fund | Other securities | — | — | $107K | 3.0% | |
| Mutual of America Capital Growth VIP | Common Stocks | — | — | $104K | 2.9% | |
| Mutual of America VIT US Equity Insights Fund ** 470 * Mutual of America All America Fund | Other securities | — | — | $98K | 2.8% | |
| Mutual of America Clear Passage 2015 Fund ** 157 * Mutual of America Clear Passage 2020 Fund ** 158 * Mutual of America Clear Passage 2025 Fund | Other securities | — | — | $91K | 2.6% | |
| Mutual of America Clear Passage 2040 Fund | Other securities | — | — | $75K | 2.1% | |
| Mutual of America Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $73K | 2.1% | |
| Mutual of America VIF Diversified Value Portfolio | Other securities | — | — | $69K | 2.0% | |
| Mutual of America Clear Passage 2045 Fund | Other securities | — | — | $62K | 1.8% | |
| Mutual of America Clear Passage 2060 Fund | Other securities | — | — | $49K | 1.4% | |
| Mutual of America VP SRI Balanced Portfolio | Other securities | — | — | $43K | 1.2% | |
| Mutual of America VIP Mid Cap Portfolio | Other securities | — | — | $39K | 1.1% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $33K | 0.9% | |
| Mutual of America Clear Passage 2055 Fund | Other securities | — | — | $30K | 0.9% | |
| Mutual of America VIP Contrafund Portfolio | Mutual Funds | — | — | $26K | 0.7% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $24K | 0.7% | |
| Mutual of America Balanced Fund | Other securities | — | — | $20K | 0.6% | |
| Mutual of America VIP Asset Manager | Other securities | — | — | $15K | 0.4% | |
| Mutual of America VIF Real Estate Index Portfolio | Other securities | — | — | $13K | 0.4% | |
| Mutual of America VIT Real Return Portfolio | Other securities | — | — | $11K | 0.3% | |
| Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | — | $9K | 0.3% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | — | $6K | 0.2% | |
| Mutual of America V.I. Main Street Fund | Other securities | — | — | $6K | 0.2% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | — | $6K | 0.2% | |
| . PARTICIPANT LOANS Mutual of America Loan Fund | Participant loans | — | — | $5K | 0.1% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Insurance Series New World Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America VIF Total Bond Market Index Portfolio | Other securities | — | — | $2K | <0.1% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $1K | <0.1% |
