Mark Gernaat signed Community Living Options' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Living Options' EIN is 38-2433400.
Download the official 2023 Form 5500 (PDF) for Community Living Options from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Living Options' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $4K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $3.5M | 89.3% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | — | $961K | 24.7% | |
| Mutual of America 2045 Retirement Fund | Other securities | — | — | $620K | 15.9% | |
| Mutual of America Interest Accumulation Interest Accumulation | Other securities | — | — | $415K | 10.7% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $396K | 10.2% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | — | $241K | 6.2% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | — | $210K | 5.4% | |
| American Funds IS New World Fund ** 517 * Calvert VP SRI Balanced Portfolio | Mutual Funds | — | — | $210K | 5.4% | |
| Mutual of America 2020 Retirement Fund | Other securities | — | — | $95K | 2.4% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | — | $89K | 2.3% | |
| Mutual of America Bond Fund ** 121 * Mutual of America Conservative Allocation | Other securities | — | — | $63K | 1.6% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | — | $54K | 1.4% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | — | $50K | 1.3% | |
| Fidelity VIP Asset Manager Portfolio | Mutual Funds | — | — | $50K | 1.3% | |
| DWS Capital Growth VIP | Other securities | — | — | $47K | 1.2% | |
| Deleware VIP Small Cap Value Series ** 950 * Pimco VIT Real Return Portfolio | Mutual Funds | — | — | $44K | 1.1% | |
| Fidelity VIP Equity Income Portfolio | Mutual Funds | — | — | $41K | 1.1% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | — | $39K | 1.0% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | — | $34K | 0.9% | |
| Vanguard VIF Real Estate Index Portfolio | Mutual Funds | — | — | $34K | 0.9% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | — | $31K | 0.8% | |
| Mutual of America Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $26K | 0.7% | |
| American Century VP Capital Appreciation | Other securities | — | — | $26K | 0.7% | |
| Mutual of America International Fund ** 86 * Mutual of America Mid Cap Value Fund ** 944 * Mutual of America Mid -Term Bond Fund ** 107 * Mutual of America Moderate Allocation | Other securities | — | — | $26K | 0.7% | |
| Mutual of America 2015 Retirement Fund | Other securities | — | — | $20K | 0.5% | |
| Vanguard Total Bond Market I Prt ** 125 * Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $17K | 0.4% | |
| Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | — | $12K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund | Common Stocks | — | — | $10K | 0.2% | |
| Mutual of America Aggressive Allocation | Other securities | — | — | $8K | 0.2% | |
| Fidelity VIP Contrafund | Mutual Funds | — | — | $4K | 0.1% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $3K | <0.1% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $3K | <0.1% | |
| Invesco Oppenheimer V.I. Main Street | Mutual Funds | — | — | $3K | <0.1% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs VIT US Equity Insights | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs VIT Small Cap Equity Insights | Other securities | — | — | $2K | <0.1% | |
| Mutual of America All American Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
