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Original filing (PDF)20251010095133NAL0012260016001
IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC.
Form 5500
FILING_RECEIVED
IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
27% in single holding
Active participants
428
Accounts w/ balance
700
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
1 pooled trust
Schedule D
80 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
86
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Plan No. 001 EIN 31-0714190 DECEMBER 31, 2024 * Guaranteed Interest Account Guaranteed interest account" is 27% of plan.
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 IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC..
Plan sponsor
Name
IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC.
EIN
31-0714190
Address
305 NORTH 5TH STREET · IRONTON, OH · 456381578
Phone
(740) 532-3534
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC.
EIN
31-0714190
City
IRONTON, OH
Phone
(740) 532-3534
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BESTEN & DIERUF, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMP | 13-5570651 | — | RECORDKEEPER | $0 | — |
Investments
79 direct securities · 1 pooled fund· $37.0M(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.
Uncategorized
$22.9M
79 holdings
Pooled Separate Account
$14.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $14.1M | 61.6% | |
| Plan No. 001 EIN 31-0714190 DECEMBER 31, 2024 * Guaranteed Interest Account Guaranteed interest account | — | — | — | $6.3M | 27.5% | |
| Equitable Fixed Account 1 Fixed account | — | — | — | $3.8M | 16.4% | |
| Fidelity 500 Index Pooled separate account | — | — | — | $3.0M | 13.0% | |
| Vanguard Lifestrategy Moderate Growth Inv Pooled separate account | — | — | — | $1.7M | 7.2% | |
| Harbor Capital Appreciation Retirement Pooled separate account | — | — | — | $1.4M | 6.3% | |
| MFS Value R6 Pooled separate account | — | — | — | $722K | 3.2% | |
| Vanguard Target Retirement 2055 Inv Pooled separate account | — | — | — | $549K | 2.4% | |
| AXA Moderate Allocation Pooled separate account | — | — | — | $516K | 2.3% | |
| Notes receivable from participants 9.50% | — | — | — | $370K | 1.6% | |
| EQ/Com Stock Index Pooled separate account | — | — | — | $362K | 1.6% | |
| EQ/Equity 500 Index Pooled separate account | — | — | — | $353K | 1.5% | |
| Vanguard Target Retirement 2060 Inv Pooled separate account | — | — | — | $346K | 1.5% | |
| Fidelity Total International Index Pooled separate account | — | — | — | $319K | 1.4% | |
| Vanguard Target Retirement 2035 Inv Pooled separate account | — | — | — | $308K | 1.3% | |
| Vanguard Target Retirement 2045 Inv Pooled separate account | — | — | — | $260K | 1.1% | |
| Vanguard Target Retirement 2030 Inv Pooled separate account | — | — | — | $238K | 1.0% | |
| EQ/JPMorgan Growth Stock Pooled separate account | — | — | — | $223K | 1.0% | |
| JPMorgan Mid Cap Growth R6 Pooled separate account | — | — | — | $222K | 1.0% | |
| Vanguard Target Retirement 2040 Inv Pooled separate account | — | — | — | $188K | 0.8% | |
| Baird Core Pus Bond Inst Pooled separate account | — | — | — | $165K | 0.7% | |
| EQ/JPMorgan Val Opportunities Pooled separate account | — | — | — | $125K | 0.5% | |
| EQ/Fidelity Institutional American Large Cap Pooled separate account | — | — | — | $115K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Pooled separate account | — | — | — | $107K | 0.5% | |
| Fidelity Small Cap Index Pooled separate account | — | — | — | $98K | 0.4% | |
| Vanguard Target Retirement 2050 Inv Pooled separate account | — | — | — | $93K | 0.4% | |
| EQ/Capital Guardian Research Pooled separate account | — | — | — | $88K | 0.4% | |
| EQ/Gamco Small Company Value Pooled separate account | — | — | — | $72K | 0.3% | |
| EQ/Mid Cap Index Pooled separate account | — | — | — | $68K | 0.3% | |
| EQ/Blackrock Basic Value Equity Pooled separate account | — | — | — | $54K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Pooled separate account | — | — | — | $45K | 0.2% | |
| Blackrock High Yield Bond K Pooled separate account | — | — | — | $43K | 0.2% | |
| AB Small Cap Growth Z Pooled separate account | — | — | — | $41K | 0.2% | |
| AXA 500 Managed Vol Pooled separate account | — | — | — | $35K | 0.2% | |
| Fidelity Mid Cap Index Pooled separate account | — | — | — | $34K | 0.2% | |
| EQ/Large Cap Growth Index Pooled separate account | — | — | — | $34K | 0.1% | |
| AXA Conservative-Plus Allocation Pooled separate account | — | — | — | $33K | 0.1% | |
| EQ/JANUS ENTERPRISE Pooled separate account | — | — | — | $31K | 0.1% | |
| AXA Global Equity Managed Vol Pooled separate account | — | — | — | $31K | 0.1% | |
| AXA AB Small Cap Growth Pooled separate account | — | — | — | $25K | 0.1% | |
| Goldman Sachs Small Cap Value Insights R6 Pooled separate account | — | — | — | $25K | 0.1% | |
| MFS Mid Cap Value R6 Pooled separate account | — | — | — | $24K | 0.1% | |
| EQ/Clearbridge Large Cap Growth ESG Pooled separate account | — | — | — | $23K | 0.1% | |
| Vanguard Target Retirement 2020 Inv Pooled separate account | — | — | — | $22K | <0.1% | |
| AXA 400 Managed Vol Pooled separate account | — | — | — | $21K | <0.1% | |
| Plan No. 001 EIN 31-0714190 DECEMBER 31, 2024 Target 2025 Allocation Pooled separate account | — | — | — | $21K | <0.1% | |
| 1290 VT Smartbeta Equity Esg Pooled separate account | — | — | — | $19K | <0.1% | |
| EQ/Large Cap Value Index Pooled separate account | — | — | — | $17K | <0.1% | |
| AXA Large Cap Val Managed Vol Pooled separate account | — | — | — | $16K | <0.1% | |
| EQ/Money Market Pooled separate account ** 304 * EQ/Quality Bond Plus Pooled separate account | — | — | — | $15K | <0.1% | |
| EQ/Core Bond Index Pooled separate account | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2025 Inv Pooled separate account | — | — | — | $14K | <0.1% | |
| EQ/MFS International Value Pooled separate account | — | — | — | $14K | <0.1% | |
| Multimanager Core Bond Pooled separate account | — | — | — | $13K | <0.1% | |
| Principal Real Estate Securities Inst Pooled separate account | — | — | — | $13K | <0.1% | |
| EQ/Invesco Global Real Estate Pooled separate account ** 530 Target 2045 Allocation Pooled separate account | — | — | — | $13K | <0.1% | |
| AXA Aggressive Allocation Pooled separate account ** 39 * EQ/MFS Utilities Series Pooled separate account ** 723 * EQ/Lazard Emerging Markets Equity Pooled separate account | — | — | — | $12K | <0.1% | |
| EQ/Oppenheimer Global Pooled separate account | — | — | — | $12K | <0.1% | |
| EQ/Small Company Index Pooled separate account | — | — | — | $11K | <0.1% | |
| JPMorgan U.S. Equity Fund Class R6 Pooled separate account | — | — | — | $11K | <0.1% | |
| EQ/MFS International Growth Pooled separate account | — | — | — | $9K | <0.1% | |
| MFS International Diversification Fund Class R6 Pooled separate account | — | — | — | $9K | <0.1% | |
| AXA Int Val Managed Vol Pooled separate account | — | — | — | $8K | <0.1% | |
| AXA International Managed Vol Pooled separate account | — | — | — | $8K | <0.1% | |
| AXA Conservative Allocation Pooled separate account ** 303 * EQ/High Yield Bond Pooled separate account | — | — | — | $8K | <0.1% | |
| Fidelity US Bond Index Pooled separate account | — | — | — | $8K | <0.1% | |
| EQ/Goldman Sachs Mid Cap Value Pooled separate account | — | — | — | $7K | <0.1% | |
| Templeton Global Bond Vip Pooled separate account | — | — | — | $7K | <0.1% | |
| Pimco Vit Commodity Real Return Strategy Pooled separate account | — | — | — | $6K | <0.1% | |
| EQ/Invesco V.I. High Yield Pooled separate account | — | — | — | $6K | <0.1% | |
| Fixed Maturity 2033 Pooled separate account | — | — | — | $6K | <0.1% | |
| EQ/Calvert Socially Responsible Pooled separate account | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement Income Inv Pooled separate account | — | — | — | $5K | <0.1% | |
| American Funds New World R6 Pooled separate account | — | — | — | $5K | <0.1% | |
| AXA Moderate -Plus Allocation Pooled separate account | — | — | — | $5K | <0.1% | |
| AXA Large Cap Growth Managed Vol Pooled separate account | — | — | — | $4K | <0.1% | |
| EQ/International Equity Index Pooled separate account | — | — | — | $2K | <0.1% | |
| EQ/American Century Mid Cap Val Pooled separate account | — | — | — | $2K | <0.1% | |
| Charter Multi-Sector Bond Pooled separate account | — | — | — | $1K | <0.1% | |
| AXA Int Core Managed Vol Pooled separate account | — | — | — | $1K | <0.1% |
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