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Original filing (PDF)20250929150610NAL0005102371001
COMMUNITY ACTION PROGRAM, INC.
Form 5500
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM, INC. OF WESTERN INDIANA
401(k) retirement plan
Active participants
126
Accounts w/ balance
139
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION PROGRAM, INC..
Plan sponsor
Name
COMMUNITY ACTION PROGRAM, INC.
EIN
35-6062298
Address
PO BOX 188 · COVINGTON, IN · 479320188
Phone
(765) 793-4881
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
2025-09-29
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BARNES, DENNIG & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
Investments
43 direct securities · 1 pooled fund· $6.4M(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.
Uncategorized
$3.4M
43 holdings
Pooled Separate Account
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $3.0M | 87.0% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $473K | 13.9% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $462K | 13.5% | |
| Mutual of America Clear Passage 2030 Fund | — | — | — | $405K | 11.9% | |
| Mutual of America Interest Accumulation Account | — | — | — | $404K | 11.8% | |
| Mutual of America Retirement Income Fund | — | — | — | $226K | 6.6% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $194K | 5.7% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $184K | 5.4% | |
| Mutual of America Core Bond Fund | — | — | — | $150K | 4.4% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $145K | 4.3% | |
| Mutual of America Mid Cap Equity Index Fund | — | — | — | $104K | 3.0% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $90K | 2.6% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $66K | 1.9% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $65K | 1.9% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $59K | 1.7% | |
| Fidelity VIP Equity-Income Portfolio | — | — | — | $57K | 1.7% | |
| Mutual of America Balanced Fund | — | — | — | $50K | 1.5% | |
| Participant loans | — | — | — | $41K | 1.2% | |
| DWS Capital Growth VIP | — | — | — | $36K | 1.1% | |
| American Century VP Capital Appreciation Fund | — | — | — | $33K | 1.0% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $22K | 0.7% | |
| Calvert VP SRI Balanced Portfolio | — | — | — | $22K | 0.7% | |
| Invesco V.I. Main Street Fund | — | — | — | $21K | 0.6% | |
| Mutual of America Clear Passage 2065 Fund | — | — | — | $19K | 0.6% | |
| Mutual of America Equity Index Fund | — | — | — | $19K | 0.5% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $8K | 0.2% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $7K | 0.2% | |
| Vanguard VIF Real Estate Index Portfolio | — | — | — | $7K | 0.2% | |
| Mutual of America Clear Passage 2015 Fund | — | — | — | $6K | 0.2% | |
| Mutual of America Intermediate Bond Fund | — | — | — | $6K | 0.2% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $6K | 0.2% | |
| Vanguard VIF International Portfolio | — | — | — | $5K | 0.1% | |
| Mutual of America All America Fund | — | — | — | $4K | 0.1% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $4K | 0.1% | |
| Vanguard VIF Diversified Value Portfolio | — | — | — | $3K | <0.1% | |
| Mutual of America International Fund | — | — | — | $3K | <0.1% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $3K | <0.1% | |
| Fidelity VIP Mid Cap Portfolio | — | — | — | $2K | <0.1% | |
| Mutual of America Small Cap Value Fund | — | — | — | $758 | <0.1% | |
| PIMCO VIT Real Return Portfolio | — | — | — | $744 | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $726 | <0.1% | |
| Mutual of America Money Market Fund | — | — | — | $38 | <0.1% | |
| Goldman Sachs VIT US Equity Insights Fund | — | — | — | $8 | <0.1% | |
| American Funds Insurance Series New World Fund | — | — | — | $8 | <0.1% |
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