Original filing (PDF)20251015090857NAL0002063939001

All Well-Being Services

Name: All Well-Being Services — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: All Well-Being Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of All Well-Being Services

Defined-contribution retirement plan · All Well-Being Services' 403(b) Thrift Plan for Employees of All Well-Being Services held $1.8M in plan assets for 42 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late participant contributions25% employer stock

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

How this plan invests

This plan

1 pooled trust

Schedule D

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 101K (118% of contributions).
Bottom-decile employer contributions per participant (10th percentile).

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALL WELL-BEING SERVICES.

Plan sponsor

Name

ALL WELL-BEING SERVICES

EIN

38-1555827all filings

Address

1423 FIELD ST · DETROIT, MI · 482142321

Phone

(313) 924-7860

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ALAN C YOUNG AND ASSOCIATES PC

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	$1K	—

Investments

57 direct securities · 1 pooled fund· $4.1M(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.

Pooled Separate Account

$1.4M

1 holding

Other securities

$1.2M

26 holdings

Common Stocks

$691K

8 holdings

Mutual Funds

$469K

15 holdings

Common Collective Trusts

$308K

6 holdings

Cash / Money Market

$11K

2 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$1.4M	80.3%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stocks	—	—	$344K	19.4%
Mutual of America Interest Accumulation Account	Other securities	—	—	$341K	19.2%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$186K	10.5%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$149K	8.4%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stocks	—	—	$124K	7.0%
DWS Capital Growth VIP	Other securities	—	—	$123K	7.0%
Mutual of America Clear Passage 2030 Fund	Common Stocks	—	—	$94K	5.3%
Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$91K	5.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$82K	4.6%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$80K	4.5%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$79K	4.5%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$78K	4.4%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$77K	4.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$72K	4.1%
Fidelity Investments VIP Contrafund Portfolio	Mutual Funds	—	—	$70K	3.9%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$68K	3.8%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$50K	2.8%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$49K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stocks	—	—	$41K	2.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stocks	—	—	$36K	2.0%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$36K	2.0%
Fidelity Investments VIP Asset Manager Portfolio	Mutual Funds	—	—	$31K	1.7%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$27K	1.5%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$26K	1.5%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$25K	1.4%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$23K	1.3%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$23K	1.3%
Mutual of America Clear Passage 2035 Fund	Common Stocks	—	—	$22K	1.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stocks	—	—	$22K	1.2%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$18K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$15K	0.8%
Mutual of America Small Cap Value Fund	Other securities	—	—	$14K	0.8%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$13K	0.7%
Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$13K	0.7%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$12K	0.7%
Fidelity Investments VIP Equity-Income Portfolio	Mutual Funds	—	—	$12K	0.7%
Fidelity Investments VIP Contrafund Portfolio	Mutual Funds	—	—	$9K	0.5%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$8K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stocks	—	—	$8K	0.5%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$8K	0.5%
Mutual of America Small Cap Value Fund	Other securities	—	—	$8K	0.4%
Fidelity Investments Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$8K	0.4%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$8K	0.4%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$6K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA US Government Money Market Fund	Cash / Money Market	—	—	$5K	0.3%
Mutual of America US Government Money Market Fund	Cash / Money Market	—	—	$5K	0.3%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$5K	0.3%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$4K	0.3%
Mutual of America Core Bond Fund	Other securities	—	—	$4K	0.2%