How big is The Licking County Aging Program, Inc.'s plan?

The Licking County Aging Program, Inc.'s plan reported $1.6M in assets and 105 participants for 2024.

Original filing (PDF)20251001150357NAL0014445824001

The Licking County Aging Program, Inc.

Name: The Licking County Aging Program, Inc. — Form 5500 Plan 002 (2024)
Creator: The Licking County Aging Program, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of the Licking County Aging Program, Inc.

401(k) retirement plan · The Licking County Aging Program, Inc.'s 403(b) Thrift Plan of the Licking County Aging Program, Inc. held $1.6M in plan assets for 105 participants in 2024.

Signals · 3

Possibly inadequate fidelity bond25% in single holdingNo recordkeeper disclosed

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Melissa Owens signed The Licking County Aging Program, Inc.'s 2024 Form 5500 as plan administrator.

Melissa Owens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Licking County Aging Program, Inc.'s EIN is 31-0787851.

EIN 31-0787851

Plan number 002

Plan year 2024

ACK ID 20251001150357NAL0014445824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Licking County Aging Program, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Licking County Aging Program, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LICKING COUNTY AGING PROGRAM, INC..

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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

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

THE LICKING COUNTY AGING PROGRAM, INC.

EIN

all filings

Address

1058 E MAIN ST · NEWARK, OH · 430556940

Phone

(740) 345-0821

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

2025-10-01

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLARK SCHAEFER HACKETT & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$1K	—

Investments

41 direct securities · 1 pooled fund· $2.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$1.2M

1 holding

Other securities

$733K

24 holdings

Guaranteed Income / GIC

$416K

1 holding

Mutual Funds

$297K

12 holdings

Common Collective Trusts

$83K

2 holdings

Common Stocks

$45K

1 holding

Cash / Money Market

$18K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$210K American Century$90K Vanguard$70K T. Rowe Price$69K Eaton Vance / Calvert$23K PIMCO$2K Invesco$1K American Funds (Capital Group)$1K

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Special Service for Groups, Inc.

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					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$1.2M	73.5%
* Mutual of America Interest Accumulation Account	Guaranteed Income / GIC	—	—	$416K	26.0%
Fidelity VIP Asset Manager	Mutual Funds	—	—	$128K	8.0%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$111K	7.0%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$87K	5.4%
T. Rowe Price Blue Chip Growth	Other securities	—	—	$69K	4.3%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$60K	3.8%
Fidelity VIP Contrafund	Mutual Funds	—	—	$60K	3.8%
Mutual of America Moderate Allocation	Other securities	—	—	$57K	3.5%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$50K	3.1%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$48K	3.0%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$48K	3.0%
DWS Capital Growth VIP	Other securities	—	—	$46K	2.9%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stocks	—	—	$45K	2.8%
Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$34K	2.1%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$33K	2.1%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$27K	1.7%
Vanguard VIF Diversified Value	Mutual Funds	—	—	$27K	1.7%
Calvert Social Balanced Fund	Other securities	—	—	$23K	1.5%
Mutual of America Small Cap Growth	Other securities	—	—	$22K	1.4%
Mutual of America 2015 Retirement Fund	Other securities	—	—	$20K	1.2%
Mutual of America Aggressive Allocation	Other securities	—	—	$19K	1.2%
Mutual of America Small Cap Value	Other securities	—	—	$19K	1.2%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$18K	1.1%
Vanguard VIF International	Mutual Funds	—	—	$18K	1.1%
Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$14K	0.9%
Vanguard Total Bond Market Index Portfolio	Mutual Funds	—	—	$14K	0.9%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$13K	0.8%
Mutual of America Balanced Fund	Other securities	—	—	$13K	0.8%
Vanguard VIF REIT Index	Mutual Funds	—	—	$11K	0.7%
Mutual of America All America Fund	Other securities	—	—	$10K	0.6%
Fidelity VIP Equity Income	Mutual Funds	—	—	$7K	0.5%
Delaware VIP Small Cap Value Series	Other securities	—	—	$4K	0.2%
Mutual of America Conservative Allocation	Other securities	—	—	$3K	0.2%
Mutual of America Mid-Term Bond	Other securities	—	—	$3K	0.2%
Mutual of America Composite Fund	Other securities	—	—	$3K	0.2%
permitted by 29 CFR 2520.103-8 of the Department of Labor’s Rules and Regulations for Reporting and	Other securities	—	—	$3K	0.2%
PIMCO VIT Real Return Institutional Portfolio	Mutual Funds	—	—	$2K	0.1%
Mutual of America Small Cap Equity	Other securities	—	—	$2K	<0.1%
Invesco V.I. Main Street	Mutual Funds	—	—	$1K	<0.1%
Mutual of America International Fund	Other securities	—	—	$1K	<0.1%
American Funds Insurance SNWF	Mutual Funds	—	—	$1K	<0.1%

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