How big is Capital Area Community Service's plan?

Capital Area Community Service's plan reported $8.9M in assets and 308 participants for 2023.

Original filing (PDF)20250715183710NAL0001521363001

Capital Area Community Service

Name: Capital Area Community Service — Capital Area, Form 5500 (2023)
Creator: Capital Area Community Service
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Capital Area Community Services, Inc. 403(b) Plan

401(k) retirement plan · Capital Area Community Service's Capital Area Community Services, Inc. 403(b) Plan held $8.9M in plan assets for 308 participants in 2023, with Mutual of America as recordkeeper.

Signals · 1

No auditor on file

Active participants

308

Accounts w/ balance

197

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Miguel Rodriguez signed Capital Area Community Service's 2023 Form 5500 as plan administrator.

Miguel Rodriguez — 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

Capital Area Community Service's EIN is 38-1791181.

EIN 38-1791181

Plan number 001

Plan year 2023

ACK ID 20250715183710NAL0001521363001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Capital Area Community Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Capital Area Community Service's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

CAPITAL AREA COMMUNITY SERVICE

EIN

all filings

Address

101 E. WILLOW ST. · LANSING, MI · 48906

Phone

(517) 482-6281

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$4K	—

Investments

30 direct securities· $8.9M(100% of reported assets)

Other securities

$4.3M

17 holdings

Mutual Funds

$3.0M

7 holdings

Common Collective Trusts

$790K

5 holdings

U.S. Treasuries

$764K

1 holding

					% of plan
Mutual of America Dodge & Cox Stock	Mutual Funds	—	—	$804K	9.0%
Mutual of America MoA Clear Passage 2035 Fund	Other securities	—	—	$784K	8.8%
Mutual of America Calvert Bond R6	U.S. Treasuries	—	—	$764K	8.6%
Mutual of America T. Rowe Price Blue Chip Growth I	Other securities	—	—	$653K	7.3%
Mutual of America Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$640K	7.2%
Mutual of America Vanguard International Growth Adm	Mutual Funds	—	—	$551K	6.2%
Mutual of America MoA Clear Passage 2045 Fund	Other securities	—	—	$527K	5.9%
Mutual of America American Funds New World R6	Mutual Funds	—	—	$520K	5.9%
Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$511K	5.7%
Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$446K	5.0%
Mutual of America BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$410K	4.6%
Mutual of America Delaware Small Cap Value R6	Other securities	—	—	$400K	4.5%
Mutual of America Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$345K	3.9%
Mutual of America MoA Clear Passage 2030 Fund	Other securities	—	—	$337K	3.8%
Mutual of America MoA Clear Passage 2025 Fund	Other securities	—	—	$309K	3.5%
Mutual of America MoA Retirement Income Fund	Other securities	—	—	$174K	2.0%
Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$146K	1.6%
Mutual of America Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$144K	1.6%
Mutual of America Calvert International Responsible Idx R6	Common Collective Trusts	—	—	$115K	1.3%
Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$106K	1.2%
Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$71K	0.8%
Mutual of America MoA Clear Passage 2015 Fund	Other securities	—	—	$47K	0.5%
Mutual of America MoA Clear Passage 2020 Fund	Other securities	—	—	$31K	0.3%
Mutual of America MoA Clear Passage 2040 Fund	Other securities	—	—	$27K	0.3%
Mutual of America Calvert US Large Cap Core Rspnb Idx R6	Common Collective Trusts	—	—	$13K	0.2%
Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$5K	<0.1%
Mutual of America Calvert Small-Cap R6	Other securities	—	—	$5K	<0.1%
Mutual of America Victory RS Small Cap Growth R6	Other securities	—	—	$5K	<0.1%
Mutual of America MoA International Fund	Other securities	—	—	$3K	<0.1%
Mutual of America PIMCO Real Return Instl	Mutual Funds	—	—	$2K	<0.1%