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Original filing (PDF)20251001150357NAL0014445824001
THE LICKING COUNTY AGING PROGRAM, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF THE LICKING COUNTY AGING PROGRAM, INC.
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
105
Accounts w/ balance
86
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Mutual of America Interest Accumulation Account" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LICKING COUNTY AGING PROGRAM, INC..
Plan sponsor
Name
THE LICKING COUNTY AGING PROGRAM, INC.
EIN
31-0787851
Address
1058 E MAIN ST · NEWARK, OH · 430556940
Phone
(740) 345-0821
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
2025-10-01
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 rowsInsurance
1| 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
Uncategorized
$1.1M
39 holdings
Guaranteed Income / GIC
$416K
1 holding
Pooled Separate Accounts
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $128K | 8.0% | |
| Mutual of America 2040 Retirement Fund | — | — | — | $111K | 7.0% | |
| Mutual of America 2020 Retirement Fund | — | — | — | $87K | 5.4% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $69K | 4.3% | |
| Mutual of America 2050 Retirement Fund | — | — | — | $60K | 3.8% | |
| Fidelity VIP Contrafund | — | — | — | $60K | 3.8% | |
| Mutual of America Moderate Allocation | — | — | — | $57K | 3.5% | |
| Mutual of America 2035 Retirement Fund | — | — | — | $50K | 3.1% | |
| Mutual of America Equity Index Fund | — | — | — | $48K | 3.0% | |
| Mutual of America 2030 Retirement Fund | — | — | — | $48K | 3.0% | |
| DWS Capital Growth VIP | — | — | — | $46K | 2.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund | Pooled Separate Accounts | — | — | $45K | 2.8% | |
| Mutual of America Mid-Cap Equity Index | — | — | — | $34K | 2.1% | |
| Mutual of America 2045 Retirement Fund | — | — | — | $33K | 2.1% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $27K | 1.7% | |
| Vanguard VIF Diversified Value | — | — | — | $27K | 1.7% | |
| Calvert Social Balanced Fund | — | — | — | $23K | 1.5% | |
| Mutual of America Small Cap Growth | — | — | — | $22K | 1.4% | |
| Mutual of America 2015 Retirement Fund | — | — | — | $20K | 1.2% | |
| Mutual of America Aggressive Allocation | — | — | — | $19K | 1.2% | |
| Mutual of America Small Cap Value | — | — | — | $19K | 1.2% | |
| Mutual of America Money Market Fund | — | — | — | $18K | 1.1% | |
| Vanguard VIF International | — | — | — | $18K | 1.1% | |
| Fidelity VIP Mid Cap Portfolio | — | — | — | $14K | 0.9% | |
| Vanguard Total Bond Market Index Portfolio | — | — | — | $14K | 0.9% | |
| MFS VIT III Mid Cap Value Portfolio | — | — | — | $13K | 0.8% | |
| Mutual of America Balanced Fund | — | — | — | $13K | 0.8% | |
| Vanguard VIF REIT Index | — | — | — | $11K | 0.7% | |
| Mutual of America All America Fund | — | — | — | $10K | 0.6% | |
| Fidelity VIP Equity Income | — | — | — | $7K | 0.5% | |
| Delaware VIP Small Cap Value Series | — | — | — | $4K | 0.2% | |
| Mutual of America Conservative Allocation | — | — | — | $3K | 0.2% | |
| Mutual of America Mid-Term Bond | — | — | — | $3K | 0.2% | |
| Mutual of America Composite Fund | — | — | — | $3K | 0.2% | |
| permitted by 29 CFR 2520.103-8 of the Department of Labor’s Rules and Regulations for Reporting and | — | — | — | $3K | 0.2% | |
| PIMCO VIT Real Return Institutional Portfolio | — | — | — | $2K | 0.1% | |
| Mutual of America Small Cap Equity | — | — | — | $2K | <0.1% | |
| Invesco V.I. Main Street | — | — | — | $1K | <0.1% | |
| Mutual of America International Fund | — | — | — | $1K | <0.1% | |
| American Funds Insurance SNWF | — | — | — | $1K | <0.1% |
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