How big is Community Action Program, Inc.'s plan?

Community Action Program, Inc.'s plan reported $3.4M in assets and 126 participants for 2024.

Original filing (PDF)20250929150610NAL0005102371001

Community Action Program, Inc.

Name: Community Action Program, Inc. — 401(k) Profit, Form 5500 (2024)
Creator: Community Action Program, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Community Action Program, Inc. of Western Indiana

401(k) retirement plan · Community Action Program, Inc.'s 401(k) Profit Sharing Plan for Employees of Community Action Program, Inc. of Western Indiana held $3.4M in plan assets for 126 participants in 2024, with Mutual of America as recordkeeper.

Active participants

126

Accounts w/ balance

139

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Amanda Coffing signed Community Action Program, Inc.'s 2024 Form 5500 as plan administrator.

Amanda Coffing — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Community Action Program, Inc.'s EIN is 35-6062298.

EIN 35-6062298

Plan number 001

Plan year 2024

ACK ID 20250929150610NAL0005102371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Action Program, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Action Program, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY ACTION PROGRAM, INC..

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

COMMUNITY ACTION PROGRAM, INC.

EIN

all filings

Address

PO BOX 188 · COVINGTON, IN · 479320188

Phone

(765) 793-4881

Industry

Health Care & Social Assistance

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 rows

Recordkeeper

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.

Other securities

$3.1M

28 holdings

Pooled Separate Account

$3.0M

1 holding

Mutual Funds

$125K

11 holdings

Common Collective Trusts

$123K

2 holdings

Participant loans

$41K

1 holding

Cash / Money Market

$38

1 holding

					% 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	Other securities	—	—	$473K	13.9%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$462K	13.5%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$405K	11.9%
Mutual of America Interest Accumulation Account	Other securities	—	—	$404K	11.8%
Mutual of America Retirement Income Fund	Other securities	—	—	$226K	6.6%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$194K	5.7%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$184K	5.4%
Mutual of America Core Bond Fund	Other securities	—	—	$150K	4.4%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$145K	4.3%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$104K	3.0%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$90K	2.6%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$66K	1.9%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$65K	1.9%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$59K	1.7%
Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$57K	1.7%
Mutual of America Balanced Fund	Other securities	—	—	$50K	1.5%
Participant loans	Participant loans	—	—	$41K	1.2%
DWS Capital Growth VIP	Other securities	—	—	$36K	1.1%
American Century VP Capital Appreciation Fund	Other securities	—	—	$33K	1.0%
Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$22K	0.7%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$22K	0.7%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$21K	0.6%
Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$19K	0.6%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$19K	0.5%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$8K	0.2%
Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$7K	0.2%
Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$7K	0.2%
Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$6K	0.2%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$6K	0.2%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$6K	0.2%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$5K	0.1%
Mutual of America All America Fund	Other securities	—	—	$4K	0.1%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$4K	0.1%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$3K	<0.1%
Mutual of America International Fund	Other securities	—	—	$3K	<0.1%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$3K	<0.1%
Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$2K	<0.1%
Mutual of America Small Cap Value Fund	Other securities	—	—	$758	<0.1%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$744	<0.1%
Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$726	<0.1%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$38	<0.1%
Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$8	<0.1%
American Funds Insurance Series New World Fund	Mutual Funds	—	—	$8	<0.1%