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Original filing (PDF)20251010103441NAL0018241218001
COMMUNITY MAINSTREAMING ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
CMA 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
525
Accounts w/ balance
716
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY MAINSTREAMING ASSOCIATES, INC..
Plan sponsor
Name
COMMUNITY MAINSTREAMING ASSOCIATES, INC.
EIN
23-7448487
Address
1025 OLD COUNTRY ROAD, SUITE 325 · WESTBURY, NY · 115905634
Phone
(516) 683-0710
Industry
Health Care & Social Assistancesee all
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | NEW YORK, NY | NONE | $0 | — |
Investments
32 direct securities · 14 pooled funds· $4.8M(95% 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
$4.2M
30 holdings
Pooled Separate Accounts
$427K
1 holding
Guaranteed Income / GIC
$228K
1 holding
Pooled Separate Account
$2K
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Index Solution 2035 P Z | — | — | — | $684K | 13.4% | |
| Voya Index Solution 2025 P Z | — | — | — | $564K | 11.0% | |
| Voya Index Solution 2050 P Z | — | — | — | $430K | 8.4% | |
| s * Fidelity 500 Index Fund | Pooled Separate Accounts | — | — | $427K | 8.4% | |
| Voya Index Solution 2030 P Z | — | — | — | $405K | 7.9% | |
| Voya Index Solution 2055 P Z | — | — | — | $348K | 6.8% | |
| Voya Index Solution 2045 P Z | — | — | — | $325K | 6.4% | |
| * Voya Fixed Account Voya Fixed Account | Guaranteed Income / GIC | — | — | $228K | 4.5% | |
| Vanguard Growth Index Fund Adm | — | — | — | $183K | 3.6% | |
| Voya Index Solution 2040 P Z | — | — | — | $162K | 3.2% | |
| various dates through August 2029 | — | — | — | $154K | 3.0% | |
| Voya Index Solution 2065 P Z | — | — | — | $121K | 2.4% | |
| Fidelity Mid Cap Idx Fd | — | — | — | $116K | 2.3% | |
| Voya Index Solution 2060 P Z | — | — | — | $109K | 2.1% | |
| Vanguard Int-Trm Bd Indx Fd Adm | — | — | — | $84K | 1.6% | |
| Vanguard Equity Income Fund Adm | — | — | — | $79K | 1.6% | |
| Vanguard Tot Int Stk In F Adm | — | — | — | $79K | 1.5% | |
| Vanguard Value Index Fund Adm | — | — | — | $61K | 1.2% | |
| Voya Index Solution P Z | — | — | — | $50K | 1.0% | |
| Vanguard Sm-Cap Vl Index Fnd Adm | — | — | — | $40K | 0.8% | |
| T. Rowe Price Blue Chip Growth Portfolio 276 * Vanguard VIF International Portfolio 166 * Vanguard VIF Reall Estate Index Portfolio 1 * Vanguard Balanced Index Fnd Adm | — | — | — | $32K | 0.6% | |
| Vanguard LifeStrat Grw Fd Inv | — | — | — | $26K | 0.5% | |
| Vanguard Md-Cap Grw Index Fd Adm | — | — | — | $22K | 0.4% | |
| Vanguard LifeStrat Cns Gr Fd Inv | — | — | — | $18K | 0.3% | |
| Vanguard Mid-Cap Vl Indx Fnd Adm | — | — | — | $18K | 0.3% | |
| Vanguard Real Estate Indx Adm | — | — | — | $15K | 0.3% | |
| General Account * Mutual of America Life Insurance Company General Account Fund | — | — | — | $14K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $13K | 0.3% | |
| Vanguard Sm-Cap Grw Index Fd Adm | — | — | — | $13K | 0.3% | |
| Fidelity Intl Index Fund 384 * Charles Schwab Treas Infl Prot Sec Idx 949 * American Fund American Funds New Perspective R6 | — | — | — | $11K | 0.2% | |
| Vanguard LifeStrat Inc Fd Inv 321 * Vanguard LifeStrat Md Grw Fd Inv | — | — | — | $7K | 0.1% | |
| Vanguard Em Mkts Stk Ind Fd Adm | — | — | — | $3K | <0.1% | |
| MOA MID CAP EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $396 | <0.1% | |
| MOA SMALL CAP GROWTH FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $305 | <0.1% | |
| MOA EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $276 | <0.1% | |
| T. ROWE PRICE BLUE CHIP GROWTH PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $276 | <0.1% | |
| MOA SMALL CAP VALUE FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $253 | <0.1% | |
| DWS CAPITAL GROWTH VIP MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $214 | <0.1% | |
| VANGUARD VIF INTERNATIONAL PORTFOLI MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $166 | <0.1% | |
| MOA AGGRESSIVE ALLOCATION FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $109 | <0.1% | |
| FIDELITY VIP EQUITY-INCOME PORTFOLI MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $108 | <0.1% | |
| VANGUARD VIF REAL ESTATE INDEX PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $1 | <0.1% | |
| MOA CLEAR PASSAGE 2035 FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MOA MID CAP VALUE FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY VIP CONTRAFUND PORTFOLIO MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD VIF DIVERSIFIED VALUE PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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