Scott Curwick signed Independencefirst's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independencefirst's EIN is 39-1343425.
Download the official 2024 Form 5500 (PDF) for Independencefirst from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independencefirst's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).
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 | RECORD KEEPER | $16K | — |
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 | — | — | $12.2M | 69.9% | |
| Mutual of America General Fund * Interest Accumulation | Other securities | — | — | $4.8M | 27.3% | |
| Mutual of America Pooled Separate Accounts * 2040 Retirement Fund | Pooled Separate Accounts | — | — | $1.0M | 5.9% | |
| Fidelity Pooled Separate Accounts * VIP Contrafund | Pooled Separate Accounts | — | — | $863K | 4.9% | |
| Mutual of America Pooled Separate Accounts * 2035 Retirement Fund | Pooled Separate Accounts | — | — | $814K | 4.6% | |
| Mutual of America Pooled Separate Accounts * Balanced Fund | Pooled Separate Accounts | — | — | $723K | 4.1% | |
| Mutual of America Pooled Separate Accounts * Equity Index Fund | Pooled Separate Accounts | — | — | $629K | 3.6% | |
| American Century Pooled Separate Accounts * VP Capital Appreciation | Pooled Separate Accounts | — | — | $577K | 3.3% | |
| Mutual of America Pooled Separate Accounts * 2025 Retirement Fund | Pooled Separate Accounts | — | — | $522K | 3.0% | |
| Mutual of America Pooled Separate Accounts * 2030 Retirement Fund | Pooled Separate Accounts | — | — | $487K | 2.8% | |
| T-Rowe Price Pooled Separate Accounts * Blue Chip Growth Portfolio | Pooled Separate Accounts | — | — | $476K | 2.7% | |
| Fidelity Pooled Separate Accounts * VIP Asset Manager | Pooled Separate Accounts | — | — | $459K | 2.6% | |
| Mutual of America Pooled Separate Accounts * 2050 Retirement Fund | Pooled Separate Accounts | — | — | $430K | 2.5% | |
| Mutual of America Pooled Separate Accounts * Mid Cap Equity Index | Pooled Separate Accounts | — | — | $424K | 2.4% | |
| Mutual of America Pooled Separate Accounts * 2045 Retirement Fund | Pooled Separate Accounts | — | — | $410K | 2.3% | |
| Fidelity Pooled Separate Accounts * VIP Equity-Income | Pooled Separate Accounts | — | — | $374K | 2.1% | |
| Northwestern Mutual Series Fund Portfolios | Other securities | — | — | $352K | 2.0% | |
| Mutual of America Pooled Separate Accounts * Moderate Allocation | Pooled Separate Accounts | — | — | $330K | 1.9% | |
| DWS Pooled Separate Accounts * Capital Growth VIP | Pooled Separate Accounts | — | — | $326K | 1.9% | |
| Mutual of America Pooled Separate Accounts * Retirement Income Fund | Pooled Separate Accounts | — | — | $292K | 1.7% | |
| Fidelity Pooled Separate Accounts * VIP Mid Cap | Pooled Separate Accounts | — | — | $283K | 1.6% | |
| Mutual of America Pooled Separate Accounts * Money Market | Pooled Separate Accounts | — | — | $277K | 1.6% | |
| Mutual of America Pooled Separate Accounts * Aggressive Allocation | Pooled Separate Accounts | — | — | $258K | 1.5% | |
| Mutual of America Pooled Separate Accounts * Small Cap Growth | Pooled Separate Accounts | — | — | $230K | 1.3% | |
| Vanguard Pooled Separate Accounts * VIF International Portfolio | Pooled Separate Accounts | — | — | $200K | 1.1% | |
| Mutual of America Pooled Separate Accounts * Small Cap Value | Pooled Separate Accounts | — | — | $198K | 1.1% | |
| Mutual of America Pooled Separate Accounts * Conservative Allocation | Pooled Separate Accounts | — | — | $194K | 1.1% | |
| Mutual of America Pooled Separate Accounts * Intermediate Bond Fund | Pooled Separate Accounts | — | — | $187K | 1.1% | |
| Mutual of America Pooled Separate Accounts * 2055 Retirement Fund | Pooled Separate Accounts | — | — | $181K | 1.0% | |
| Calvert Pooled Separate Accounts * VP SRI Balanced Portfolio | Pooled Separate Accounts | — | — | $136K | 0.8% | |
| Vanguard Pooled Separate Accounts * VIF Diversified Value | Pooled Separate Accounts | — | — | $131K | 0.8% | |
| Mutual of America Pooled Separate Accounts * Core Bond Fund | Pooled Separate Accounts | — | — | $130K | 0.7% | |
| Vanguard Pooled Separate Accounts * VIF REIT Index portfolio | Pooled Separate Accounts | — | — | $83K | 0.5% | |
| Mutual of America Pooled Separate Accounts * All America Fund | Pooled Separate Accounts | — | — | $81K | 0.5% | |
| Mutual of America Pooled Separate Accounts * 2060 Retirement Fund | Pooled Separate Accounts | — | — | $80K | 0.5% | |
| Invesco Pooled Separate Accounts * V.I. Main Street VA | Pooled Separate Accounts | — | — | $72K | 0.4% | |
| Mutual of America Pooled Separate Accounts * 2015 Retirement Fund | Pooled Separate Accounts | — | — | $68K | 0.4% | |
| Mutual of America Pooled Separate Accounts * 2020 Retirement Fund | Pooled Separate Accounts | — | — | $63K | 0.4% | |
| Mutual of America Pooled Separate Accounts * 2065 Retirement Fund | Pooled Separate Accounts | — | — | $59K | 0.3% | |
| Mutual of America Pooled Separate Accounts * Mid Cap Value Fund | Pooled Separate Accounts | — | — | $40K | 0.2% | |
| American Funds Pooled Separate Accounts * Insurance Series New World Fund | Pooled Separate Accounts | — | — | $35K | 0.2% | |
| Mutual of America Pooled Separate Accounts * International Fund | Pooled Separate Accounts | — | — | $24K | 0.1% | |
| Goldman Sachs Pooled Separate Accounts * VIT Small Cap Equity Insights | Pooled Separate Accounts | — | — | $13K | <0.1% | |
| Mutual of America Pooled Separate Accounts * Small Cap Equity Index | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| PIMCO Pooled Separate Accounts * VIT Real Return Portfolio | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Delaware Pooled Separate Accounts * VIP Small Cap Value Series ** 753 Goldman Sachs Pooled Separate Accounts * VIT US Equity Insights | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| MFS Pooled Separate Accounts * VIT III Mid Cap Value | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
