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Original filing (PDF)20250915121214NAL0000690291001
NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION
Form 5500
FILING_RECEIVED
NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION TAX SHELTERED ANNUITY PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
172
Accounts w/ balance
139
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
100
Knocking points off
- Top holding "Mutual of America Clear Passage 2030 Fund" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION.
Plan sponsor
Name
NORTHWESTERN OHIO COMMUNITY ACTION COMMISSION
EIN
34-0971599
Address
1933 E. 2ND STREET · DEFIANCE, OH · 43512
Phone
(419) 784-2150
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
2025-09-15
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | TRUST | $3K | — |
Investments
27 direct securities· $5.7M(100% of reported assets)
Uncategorized
$5.5M
26 holdings
Mutual Funds
$216K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America Clear Passage 2030 Fund | — | — | — | $1.5M | 26.6% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $953K | 16.8% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $936K | 16.5% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $536K | 9.4% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $319K | 5.6% | |
| s * Mutual of America Equity Index Fund | Mutual Funds | — | — | $216K | 3.8% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $172K | 3.0% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $140K | 2.5% | |
| Notes receivable from participants * Participants Maturities 2025 - 2030 Interest rates 4.25% to 9.5% - | — | — | — | $124K | 2.2% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $113K | 2.0% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $106K | 1.9% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $82K | 1.4% | |
| Mutual of America Small Cap Equity Index Fund | — | — | — | $80K | 1.4% | |
| Mutual of America Mid Cap Equity Index Fund | — | — | — | $75K | 1.3% | |
| Vanguard Treasury Money Market Investor | — | — | — | $67K | 1.2% | |
| Mutual of America Clear Passage 2065 Fund | — | — | — | $67K | 1.2% | |
| Mutual of America Retirement Income Fund | — | — | — | $48K | 0.9% | |
| PIMCO Real Return Institutional | — | — | — | $30K | 0.5% | |
| BlackRock Mid Cap Growth Equity K | — | — | — | $26K | 0.5% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $18K | 0.3% | |
| Dodge & Cox Stock Fund | — | — | — | $14K | 0.2% | |
| MFS Mid Cap Value R6 | — | — | — | $12K | 0.2% | |
| Victory RS Small Cap Growth R6 | — | — | — | $10K | 0.2% | |
| Calvert Bond R6 | — | — | — | $9K | 0.2% | |
| Mutual of America International fund | — | — | — | $8K | 0.1% | |
| American Funds New World R6 | — | — | — | $7K | 0.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $3K | <0.1% |
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