Tom Gillespie signed Living Well Disability Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Living Well Disability Services' EIN is 23-7181360.
Download the official 2024 Form 5500 (PDF) for Living Well Disability Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Living Well Disability Services' plan includes profit-sharing, a 401(k) feature, 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 SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MoA Clear Passage 2025 Fund Mutual fund N/A | Other securities | — | — | $3.0M | 19.3% | |
| MoA Clear Passage 2030 Fund Mutual fund N/A | Other securities | — | — | $2.9M | 19.0% | |
| MoA Clear Passage 2035 Fund Mutual fund N/A | Other securities | — | — | $1.7M | 11.1% | |
| MoA Clear Passage 2045 Fund Mutual fund N/A | Other securities | — | — | $1.5M | 9.7% | |
| MoA Clear Passage 2040 Fund Mutual fund N/A | Other securities | — | — | $1.4M | 8.8% | |
| MoA Clear Passage 2055 Fund Mutual fund N/A | Other securities | — | — | $849K | 5.5% | |
| MoA Clear Passage 2050 Fund Mutual fund N/A | Other securities | — | — | $806K | 5.2% | |
| MoA Clear Passage 2020 Fund Mutual fund N/A | Other securities | — | — | $598K | 3.9% | |
| MoA Retirement Income Fund Mutual fund N/A | Other securities | — | — | $415K | 2.7% | |
| Notes receivable from participants Maturing 2025-2040 interest rates of 4.25% -9.50% - | Bonds / Notes | — | — | $342K | 2.2% | |
| MoA Clear Passage 2060 Fund Mutual fund N/A | Other securities | — | — | $268K | 1.7% | |
| Vanguard Treasury Money Market Fund Investor Shares Mutual fund N/A | Mutual Funds | — | — | $179K | 1.2% | |
| T. Rowe Price Blue Chip Growth Fund I Class Mutual fund N/A | Other securities | — | — | $151K | 1.0% | |
| VOYA Fixed Interest Account Guaranteed interest account N/A | Other securities | — | — | $123K | 0.8% | |
| MoA Mid Cap Equity Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $107K | 0.7% | |
| Fidelity Advisor Equity Income Z Mutual fund N/A | Mutual Funds | — | — | $88K | 0.6% | |
| MoA Clear Passage 2065 Fund Mutual fund N/A | Other securities | — | — | $84K | 0.5% | |
| MoA Small Cap Equity Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $66K | 0.4% | |
| Vanguard Windsor II Fund Admiral Shares Mutual fund N/A | Mutual Funds | — | — | $64K | 0.4% | |
| Fidelity Advisor Mid Cap II Z Mutual fund N/A 368 Fidelity Advisor New Insights Z Mutual fund N/A 383 Goldman Sachs US Equity Insights R6 Mutual fund N/A | Mutual Funds | — | — | $62K | 0.4% | |
| Calvert Balanced Fund Class R6 Mutual fund N/A | Other securities | — | — | $53K | 0.3% | |
| MoA Equity Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $40K | 0.3% | |
| MoA Aggressive Allocation Fund Mutual fund N/A | Other securities | — | — | $27K | 0.2% | |
| Calvert Small-Cap Fund Class R6 Mutual fund N/A | Common Collective Trusts | — | — | $27K | 0.2% | |
| Vanguard Strategic Equity Fund Investor Shares Mutual fund N/A | Mutual Funds | — | — | $26K | 0.2% | |
| MoA International Fund Mutual fund N/A | Other securities | — | — | $24K | 0.2% | |
| Calvert US Large Cap Core Responsible Index Fund R6 Mutual fund N/A | Common Collective Trusts | — | — | $21K | 0.1% | |
| INVESTCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 003 | Pooled Separate Account | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
