Original filing (PDF)20251008163121NAL0003431203001

Meals on Wheels and More, Inc.

Name: Meals on Wheels and More, Inc. — Employee Benefit, Form 5500 (2024)
Creator: Meals on Wheels and More, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Benefit Plan of Meals on Wheels and More, Inc.

Defined-contribution retirement plan · Meals on Wheels and More, Inc.'s Employee Benefit Plan of Meals on Wheels and More, Inc. held $5.9M in plan assets for 253 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

253

Accounts w/ balance

383

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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

Delinquent participant contributions reported (Schedule H 4a) — 137K (25% of contributions).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEALS ON WHEELS AND MORE, INC..

Plan sponsor

Name

MEALS ON WHEELS AND MORE, INC.

EIN

23-7202594all filings

Address

3227 E 5TH ST · AUSTIN, TX · 787024907

Phone

(512) 476-6325

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL, L.L.P.

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· $11.1M(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

$5.1M

1 holding

Other securities

$4.7M

24 holdings

Mutual Funds

$510K

10 holdings

Common Collective Trusts

$429K

4 holdings

Bonds / Notes

$146K

1 holding

Participant loans

$146K

1 holding

Cash / Money Market

$70K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$5.1M	86.4%
Mutual of America Interest Accumulation Guaranteed Interest Contract -	Other securities	—	—	$657K	11.1%
Mutual of America 2045 Retirement Fund Mutual Fund -	Other securities	—	—	$513K	8.7%
Mutual of America Aggressive Allocation Fund Mutual Fund -	Other securities	—	—	$453K	7.7%
Mutual of America 2035 Retirement Fund Mutual Fund -	Other securities	—	—	$431K	7.3%
Mutual of America 2040 Retirement Fund Mutual Fund -	Other securities	—	—	$364K	6.2%
Mutual of America 2050 Retirement Fund Mutual Fund -	Other securities	—	—	$363K	6.2%
T. Rowe Price Blue Chip Growth Portfolio Mutual Fund -	Other securities	—	—	$340K	5.8%
Mutual of America Equity Index Fund Mutual Fund -	Common Collective Trusts	—	—	$297K	5.0%
Mutual of America 2055 Retirement Fund Mutual Fund -	Other securities	—	—	$264K	4.5%
Mutual of America Mid Term Bond Fund Mutual Fund - 702 * Mutual of America Moderate Allocation Fund Mutual Fund -	Other securities	—	—	$199K	3.4%
Mutual of America 2030 Retirement Fund Mutual Fund -	Other securities	—	—	$187K	3.2%
Mutual of America 2015 Retirement Fund Mutual Fund -	Other securities	—	—	$167K	2.8%
Varying maturity dates, and interest rates ranging * Notes receivable from participants from 4.25% - 9.5% -	Bonds / Notes	—	—	$146K	2.5%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$146K	2.5%
Fidelity VIP Contrafund Portfolio Mutual Fund -	Mutual Funds	—	—	$134K	2.3%
Mutual of America Retirement Income Fund Mutual Fund -	Other securities	—	—	$133K	2.3%
Mutual of America 2020 Retirement Fund Mutual Fund -	Other securities	—	—	$132K	2.2%
Mutual of America 2025 Retirement Fund Mutual Fund -	Other securities	—	—	$124K	2.1%
Fidelity VIP Equity Income Portfolio Mutual Fund -	Mutual Funds	—	—	$109K	1.9%
Mutual of America Mid Cap Value Fund Mutual Fund - 526 * Mutual of America Mid Cap Equity Index Fund Mutual Fund -	Common Collective Trusts	—	—	$104K	1.8%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$95K	1.6%
Mutual of America Conservative Allocation Fund Mutual Fund -	Other securities	—	—	$82K	1.4%
DWS Capitla Growth VIP Mutual Fund -	Other securities	—	—	$79K	1.3%
Mutual of America 2060 Retirement Fund Mutual Fund -	Other securities	—	—	$73K	1.2%
Mutual of America Money Market Fund Money Market Fund -	Cash / Money Market	—	—	$70K	1.2%
Vanguard VIF International Portfolio Mutual Fund -	Mutual Funds	—	—	$62K	1.1%
American Century VP Capital Appreciation Fund Mutual Fund -	Other securities	—	—	$59K	1.0%
Fidelity VIP Mid Cap Portfolio Mutual Fund -	Mutual Funds	—	—	$58K	1.0%
Mutual of America All American Fund Mutual Fund -	Other securities	—	—	$53K	0.9%
PIMCO VIT Real Return Portfolio Mutual Fund 164 Neuberger Berman AMT Sustainable Equity Portfolio Mutual Fund -	Mutual Funds	—	—	$25K	0.4%
Mutual of America Small Cap Equity Index Fund Mutual Fund -	Common Collective Trusts	—	—	$24K	0.4%
Mutual of America 2065 Retirement Fund Mutual Fund -	Other securities	—	—	$22K	0.4%
Mutual of America International Fund Mutual Fund -	Other securities	—	—	$17K	0.3%
Mutual of America Bond Fund Mutual Fund -	Other securities	—	—	$13K	0.2%
Vanguard VIF Real Estate Index Portfolio Mutual Fund -	Mutual Funds	—	—	$10K	0.2%
Calvert VP SRI Balance Portfolio Mutual Fund -	Other securities	—	—	$7K	0.1%
Oppenheimer Main Street Fund - VA Mutual Fund -	Mutual Funds	—	—	$7K	0.1%
Mutual of America Small Cap Growth Fund Mutual Fund -	Other securities	—	—	$6K	0.1%
Vanguard Total Bond Market I Portfolio Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%
Fidelity VIP Asset Manager Portfolio Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%
Goldman Sachs VIT US Equity Index Portfolio Mutual Fund -	Common Collective Trusts	—	—	$5K	<0.1%