How big is Community Action Agency's plan?

Community Action Agency's plan reported $3.8M in assets and 221 participants for 2024.

Original filing (PDF)20250924144011NAL0003082515001

Community Action Agency

Name: Community Action Agency — Community Action Agency, Form 5500 (2024)
Creator: Community Action Agency
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Action Agency 403(b) Retirement Plan

403(b) retirement plan · Community Action Agency's Community Action Agency 403(b) Retirement Plan held $3.8M in plan assets for 221 participants in 2024, with Wipfli LLP as recordkeeper.

Signals · 1

~91 bps in Sched C fees

Active participants

221

Accounts w/ balance

115

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Gary Willoughby signed Community Action Agency's 2024 Form 5500 as plan administrator.

Gary Willoughby — 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 Agency's EIN is 38-1795659.

EIN 38-1795659

Plan number 001

Plan year 2024

ACK ID 20250924144011NAL0003082515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Action Agency's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 AGENCY.

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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

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

COMMUNITY ACTION AGENCY

EIN

all filings

Address

507 FIRST AVENUE NORTH · ESCANABA, MI · 498293931

Phone

(906) 786-7080

Industry

Other Services (ex. Public Admin)

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

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HAWKINS ASH CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI LLP	39-0758449	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624	—	INVESTMENT ADVISOR	$15K	—

Investments

44 direct securities · 1 pooled fund· $4.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Collective Trusts

$1.7M

7 holdings

Mutual Funds

$821K

13 holdings

Other securities

$555K

4 holdings

Pooled Separate Account

$416K

1 holding

Pooled Separate Accounts

$416K

18 holdings

Common Stocks

$299K

1 holding

Bonds / Notes

$9K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$1.6M Fidelity$595K Dimensional / DFA$333K Lincoln Financial$299K American Funds (Capital Group)$213K Dodge & Cox$151K BlackRock / iShares$21K Franklin Templeton$5K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
Fidelity 500 Index Mutual Fund N/A	Common Collective Trusts	—	—	$526K	13.8%
LINCOLN NATIONAL LIFE MULTIFUND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000	Pooled Separate Account	—	—	$416K	10.9%
Vanguard Developed Markets Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$323K	8.5%
Lincoln Financial Group Fixed Account Annuity Contract N/A	Common Stocks	—	—	$299K	7.8%
Vanguard Mid-Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$272K	7.1%
Vanguard Intermediate-Term Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$169K	4.4%
Vanguard Real Estate Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$163K	4.3%
Avantis U.S. Equity Mutual Fund N/A	Other securities	—	—	$163K	4.3%
Vanguard Emerging Markets Stock Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$157K	4.1%
Avantis Emerging Markets Equity Mutual Fund N/A	Other securities	—	—	$156K	4.1%
Dodge & Cox Income Fund Class X Mutual Fund N/A	Mutual Funds	—	—	$151K	4.0%
American Funds Growth - Income Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$143K	3.8%
DFA International Core Equity Portfolio Mutual Fund N/A	Mutual Funds	—	—	$130K	3.4%
Avantis U.S. Small Cap Value Mutual Fund N/A	Other securities	—	—	$126K	3.3%
DFA Investment Grade Portfolio Mutual Fund N/A	Mutual Funds	—	—	$117K	3.1%
Avantis International Small Cap Value Mutual Fund N/A	Other securities	—	—	$110K	2.9%
Vanguard Small-Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$109K	2.8%
Vanguard Target Retirement 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$73K	1.9%
Vanguard Target Retirement 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$63K	1.7%
Vanguard Target Retirement 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$62K	1.6%
Fidelity VIP Contrafund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$57K	1.5%
DFA Inflation-Protected Securities Portfolio Mutual Fund N/A	Mutual Funds	—	—	$56K	1.5%
Vanguard Target Retirement 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$53K	1.4%
Vanguard Target Retirement 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$51K	1.3%
American Funds Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$34K	0.9%
Vanguard Federal Money Market Fund Mutual Fund N/A	Mutual Funds	—	—	$34K	0.9%
American Funds Global Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$32K	0.8%
LVIP Dimensional U.S. Core Equity Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$30K	0.8%
Vanguard Target Retirement 2065 Fund Mutual Fund N/A	Mutual Funds	—	—	$21K	0.6%
LVIP Blended Large Cap Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$21K	0.5%
LVIP Delaware SMID Cap Core Series Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$20K	0.5%
LVIP Baron Growth Opportunities Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$15K	0.4%
LVIP Blackrock Dividend Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.3%
Fidelity VIP Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$11K	0.3%
Notes Receivable From Participants Interest rates range of 4.50% to 10.50% -	Bonds / Notes	—	—	$9K	0.2%
LVIP Delaware U.S. REIT Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$8K	0.2%
LVIP Delaware Mid Cap Value Fund Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$7K	0.2%
LVIP Blackrock Inflation Protected Bond Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$7K	0.2%
Vanguard Target Retirement 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$6K	0.2%
LVIP Franklin Templeton Multi-Factor Emerging Markets Equity Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$5K	0.1%
Vanguard Target Retirement 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$4K	0.1%
AB VPS Sustain Global Thematic Growth Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
MFS Utilities Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
American Funds International Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%
LVIP Mondrian International Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%