Area Office on Aging's EIN is 34-1310295.
Download the official 2024 Form 5500 (PDF) for Area Office on Aging from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Area Office on Aging's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORDKEEPER | $1K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Financial** Voya Fixed Account (4452) | Other securities | — | — | $2.3M | 20.3% | |
| J.P. Morgan JPMorgan US GARP Equity F R6 | Other securities | — | — | $1.9M | 17.1% | |
| Vanguard Vangrd Trgt Retire 2020 Fd | Mutual Funds | — | — | $1.6M | 14.2% | |
| Vanguard Vangrd Trgt Retire 2035 Fd | Mutual Funds | — | — | $645K | 5.7% | |
| Vanguard Vangrd Trgt Retire 2025 Fd | Mutual Funds | — | — | $555K | 4.9% | |
| Vanguard Vangrd Trgt Retire 2030 Fd | Mutual Funds | — | — | $524K | 4.7% | |
| Vanguard Vangrd Trgt Retire 2040 Fd | Mutual Funds | — | — | $449K | 4.0% | |
| Vanguard Vangrd Trgt Retire 2045 Fd | Mutual Funds | — | — | $367K | 3.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $336K | 3.0% | |
| Vanguard Vangrd Trgt Retire 2055 Fd | Mutual Funds | — | — | $273K | 2.4% | |
| Nueuberg Neuberg Berm MdCp Grw Fnd R6 | Other securities | — | — | $265K | 2.4% | |
| Vanguard Vangrd Trgt Retire 2050 Fd | Mutual Funds | — | — | $258K | 2.3% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $230K | 2.0% | |
| BlackRock iShares MSCI EAFE Index Fnd K | Other securities | — | — | $220K | 2.0% | |
| Nuveen Large Cap Res Eq R6 | Mutual Funds | — | — | $195K | 1.7% | |
| various dates through June 2030 | Other securities | — | — | $164K | 1.5% | |
| Vanguard Vangrd Equity Income Fund Adm | Mutual Funds | — | — | $158K | 1.4% | |
| Voya Financial Voya Intermediate Bond Fund R6 | Other securities | — | — | $143K | 1.3% | |
| Vanguard Vangrd Explorer Fund Adm | Mutual Funds | — | — | $135K | 1.2% | |
| Vanguard Vangrd LifeStrat Md Grw Fd Inv | Mutual Funds | — | — | $86K | 0.8% | |
| Dimensional Funds Advisors DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $86K | 0.8% | |
| Vanguard Vangrd LifeStrat Grw Fd Inv | Mutual Funds | — | — | $83K | 0.7% | |
| Vanguard Vangrd Selected Value Fund Inv | Mutual Funds | — | — | $57K | 0.5% | |
| Vanguard Vangrd Trgt Retire 2060 Fd | Mutual Funds | — | — | $56K | 0.5% | |
| Vanguard Vangrd LifeStrat Inc Fd Inv | Mutual Funds | — | — | $49K | 0.4% | |
| Dimensional Funds Advisors DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $40K | 0.4% | |
| American Funds American Funds Am Balanced R6 | Mutual Funds | — | — | $30K | 0.3% | |
| Vanguard Vangrd Trgt Retire 2065 Fd | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard Vangrd Trgt Retire Inc Fd | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $11K | 0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Dimensional Funds Advisors DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $3K | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0987232 |
| — |
| BROKER/DEALER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INNOVATIONS & CONSULTING | 34-1944384 | — | THIRD PARTY ADMINISTRATO | $0 | — |
