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Original filing (PDF)20251015105036NAL0002275763002
ASHTABULA COUNTY COMMUNITY ACTION AGENCY
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF ASHTABULA COUNTY COMMUNITY ACTION AGENCY
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
222
Accounts w/ balance
222
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 ASHTABULA COUNTY COMMUNITY ACTION AGENCY.
Plan sponsor
Name
ASHTABULA COUNTY COMMUNITY ACTION AGENCY
EIN
34-1059824
Address
6920 AUSTINBURG ROAD · ASHTABULA, OH · 44004
Phone
(440) 997-5957
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
S.R. SNODGRASS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
48 direct securities · 1 pooled fund· $3.7M(92% 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
$3.7M
48 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Equitable Guaranteed Interest Account Guaranteed Investment Contract NR | — | — | — | $495K | 12.3% | |
| S&P 500 index 1yr - 10% Buffer Pooled Separate Accounts NR | — | — | — | $492K | 12.2% | |
| EQ/Aggressive Allocation Pooled Separate Accounts NR | — | — | — | $377K | 9.4% | |
| Russell 2000 1 yr - 10% Buffer Pooled Separate Accounts NR | — | — | — | $276K | 6.9% | |
| EQ/Equity 500 Index Pooled Separate Accounts NR | — | — | — | $224K | 5.6% | |
| EQ/JPMorgan Val Opportunities Pooled Separate Accounts NR | — | — | — | $194K | 4.8% | |
| MSCI EAFE 1yr - 10% Buffer Pooled Separate Accounts NR | — | — | — | $187K | 4.7% | |
| EQ/Large Cap Growth Index Pooled Separate Accounts NR | — | — | — | $153K | 3.8% | |
| EQ/MFS Intrntnl Intrinsic Val Pooled Separate Accounts NR | — | — | — | $146K | 3.6% | |
| EQ/MFS International Growth Pooled Separate Accounts NR | — | — | — | $134K | 3.3% | |
| EQ/MFS Mid Cap Focused Grwth Pooled Separate Accounts NR | — | — | — | $105K | 2.6% | |
| EQ/JPMorgan Growth Stock Pooled Separate Accounts NR | — | — | — | $103K | 2.6% | |
| EQ/Emerging Markets Eqty PLUS Pooled Separate Accounts NR | — | — | — | $92K | 2.3% | |
| EQ/American Centry Mid Cap Val Pooled Separate Accounts NR | — | — | — | $86K | 2.1% | |
| EQ/Morgan Stanley Sml Cap Grw Pooled Separate Accounts NR | — | — | — | $75K | 1.9% | |
| EQ/AB Small Cap Growth Pooled Separate Accounts NR | — | — | — | $73K | 1.8% | |
| Multimanager Technology Pooled Separate Accounts NR | — | — | — | $68K | 1.7% | |
| Systematic Growth Fund Pooled Separate Accounts NR 60 Templeton Global Bond VIP Pooled Separate Accounts NR 40 Systematic Core Fund Pooled Separate Accounts NR 1 Participant Loans Maturities ranging from 7/3/2026 to 1/17/2034 NR | — | — | — | $63K | 1.6% | |
| EQ/Mid Cap Val Managed Vol Pooled Separate Accounts NR | — | — | — | $61K | 1.5% | |
| EQ/Fr Sm Cap Val Managed Vol Pooled Separate Accounts NR | — | — | — | $47K | 1.2% | |
| Fixed Account Plus Guaranteed Investment Contract NR | — | — | — | $35K | 0.9% | |
| Mutual of America Interest Accumulation Guaranteed Investment Contract NR | — | — | — | $33K | 0.8% | |
| 1290 VT GAMCO Small Co Val Pooled Separate Accounts NR | — | — | — | $27K | 0.7% | |
| EQ/Com Stck Index Pooled Separate Accounts NR | — | — | — | $20K | 0.5% | |
| EQ/Moderate Allocation Pooled Separate Accounts NR | — | — | — | $20K | 0.5% | |
| EQ/Moderate-Plus Allocation Pooled Separate Accounts NR | — | — | — | $15K | 0.4% | |
| Vanguard Wellington Fund Pooled Separate Accounts NR | — | — | — | $9K | 0.2% | |
| EQ/Goldman Sachs Mid Cap Value Pooled Separate Accounts NR | — | — | — | $9K | 0.2% | |
| Multimanager Aggressive Equity Pooled Separate Accounts NR | — | — | — | $8K | 0.2% | |
| EQ/Lg Cap Val Managed Vol Pooled Separate Accounts NR | — | — | — | $8K | 0.2% | |
| EQ/Conserv Allocation Pooled Separate Accounts NR | — | — | — | $8K | 0.2% | |
| Fidelity VIP Equity Income Pooled Separate Accounts NR | — | — | — | $8K | 0.2% | |
| EQ/Large Cap Value Index Pooled Separate Accounts NR | — | — | — | $6K | 0.2% | |
| EQ/International Equity Index Pooled Separate Accounts NR | — | — | — | $6K | 0.1% | |
| EQ/Lg Cap Grw Managed Vol Pooled Separate Accounts NR | — | — | — | $6K | 0.1% | |
| EQ/Glb Eqty Managed Vol Pooled Separate Accounts NR | — | — | — | $6K | 0.1% | |
| EQ/Lazard Emerging Mrkts Eqty Pooled Separate Accounts NR | — | — | — | $6K | 0.1% | |
| EQ/Invesco Comstock Pooled Separate Accounts NR | — | — | — | $6K | 0.1% | |
| Stock Index Fund Pooled Separate Accounts NR | — | — | — | $6K | 0.1% | |
| EQ/Janus Enterprise Pooled Separate Accounts NR | — | — | — | $5K | 0.1% | |
| EQ/Int Core Managed Vol Pooled Separate Accounts NR | — | — | — | $4K | 0.1% | |
| Growth Fund Pooled Separate Accounts NR | — | — | — | $4K | <0.1% | |
| EQ/Value Equity Pooled Separate Accounts NR | — | — | — | $4K | <0.1% | |
| EQ/Fidelity Institutinl AM LgC Pooled Separate Accounts NR | — | — | — | $3K | <0.1% | |
| EQ/Core Plus Bond Pooled Separate Accounts NR | — | — | — | $3K | <0.1% | |
| EQ/Conserv-Plus Allocation Pooled Separate Accounts NR | — | — | — | $3K | <0.1% | |
| EQ/Int Val Managed Vol Pooled Separate Accounts NR | — | — | — | $2K | <0.1% | |
| Vanguard Windsor II Pooled Separate Accounts NR | — | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT NUMBER FS2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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