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Original filing (PDF)20251010141435NAL0007844913002
ACHIEVA
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF ACHIEVA
403(b) retirement plan
Active participants
602
Accounts w/ balance
727
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACHIEVA.
Plan sponsor
Name
ACHIEVA
EIN
25-1505216
Address
711 BINGHAM ST. · PITTSBURGH, PA · 15203
Phone
(412) 995-5000
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ACHIEVA
EIN
25-1505216
City
PITTSBURGH, PA
Phone
(412) 995-5000
Plan characteristics
Plan number
004
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)
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MAHER DUESSEL, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | — | NEW YORK, NY | RECORDKEEPER | $10K | — |
Investments
1 pooled fund· $22.5M(75% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 004 | Pooled Separate Account | $22.5M | 75.1% |