How big is Tri-County Community Action Program's plan?

Tri-County Community Action Program's plan reported $5.4M in assets and 150 participants for 2024.

Original filing (PDF)20251009124054NAL0016098242001

Tri-County Community Action Program

Name: Tri-County Community Action Program — 403(b) Thrift, Form 5500 (2024)
Creator: Tri-County Community Action Program
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Tri-County Community Action Program, Inc.

401(k) retirement plan · Tri-County Community Action Program's 403(b) Thrift Plan for Employees of Tri-County Community Action Program, Inc. held $5.4M in plan assets for 150 participants in 2024, with Mutual of America as recordkeeper.

Signals · 3

Late participant contributions31% in single holding31% employer stock

Active participants

150

Accounts w/ balance

181

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Teresa Carter signed Tri-County Community Action Program's 2024 Form 5500 as plan administrator.

Teresa Carter — 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

Tri-County Community Action Program's EIN is 41-6050237.

EIN 41-6050237

Plan number 002

Plan year 2024

ACK ID 20251009124054NAL0016098242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tri-County Community Action Program's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI-COUNTY COMMUNITY ACTION PROGRAM.

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How this plan invests

This plan

1 pooled trust

Schedule D

45 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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) — 0K (0% of contributions).

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

TRI-COUNTY COMMUNITY ACTION PROGRAM

EIN

all filings

Address

501 LEMIEUR ST · LITTLE FALLS, MN · 563453367

Phone

(320) 632-3691

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ABDO LLP

Trustee / custodian

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	$3K	—

Investments

45 direct securities · 1 pooled fund· $9.1M(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

$3.7M

1 holding

Pooled Separate Accounts

$3.7M

44 holdings

Common Stocks

$1.7M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$3.7M	69.3%
Mutual of America Interest Accumulation Insurance co. general account	Common Stocks	—	—	$1.7M	30.7%
Fidelity VIP Contrafund Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$550K	10.2%
DWS Capital Growth VIP Pooled separate account	Pooled Separate Accounts	—	—	$419K	7.8%
Mutual of America 2045 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$314K	5.8%
Mutual of America Mid-Cap Equity Index Pooled separate account	Pooled Separate Accounts	—	—	$229K	4.2%
Mutual of America Moderate Allocation Pooled separate account	Pooled Separate Accounts	—	—	$219K	4.1%
Fidelity VIP Equity-Income Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$191K	3.5%
Mutual of America 2040 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$181K	3.4%
Mutual of America Aggressive Allocation Pooled separate account	Pooled Separate Accounts	—	—	$180K	3.3%
Thrower Price Blue Chip Growth Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$136K	2.5%
Mutual of America All America Fund Pooled separate account	Pooled Separate Accounts	—	—	$118K	2.2%
Mutual of America 2055 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$117K	2.2%
PIMCO VIT Real Return Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$110K	2.0%
Mutual of America 2050 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$91K	1.7%
Mutual of America Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$79K	1.5%
American Century VP Capital Appreciation Pooled separate account	Pooled Separate Accounts	—	—	$74K	1.4%
Mutual of America 2030 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$72K	1.3%
Fidelity VIP Mid Cap Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$70K	1.3%
Mutual of America 2020 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$60K	1.1%
Mutual of America 2035 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$59K	1.1%
Mutual of America Conservative Allocation Pooled separate account	Pooled Separate Accounts	—	—	$58K	1.1%
Mutual of America 2025 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$43K	0.8%
Mutual of America 2060 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$42K	0.8%
Mutual of America 2065 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$39K	0.7%
Mutual of America Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$37K	0.7%
Oppenheimer Main Street VA Pooled separate account	Pooled Separate Accounts	—	—	$34K	0.6%
Mutual of America Small Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$29K	0.5%
Mutual of America Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$26K	0.5%
Vanguard VIF International Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$23K	0.4%
Mutual of America International Fund Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.3%
Mutual of America Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.3%
Mutual of America Small Cap Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.3%
Vanguard VIF Diversified Value Port Pooled separate account	Pooled Separate Accounts	—	—	$16K	0.3%
Fidelity VIP Asset Manager Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.2%
Mutual of America Composite Fund Pooled separate account	Pooled Separate Accounts	—	—	$11K	0.2%
Victory RS Small Cap Growth Equity VIP Pooled separate account	Pooled Separate Accounts	—	—	$10K	0.2%
MFS VIT III Mid Cap Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$10K	0.2%
Delaware VIP Small Cap Value Series Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
Vanguard VIF REIT Index Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$5K	<0.1%
Mutual of America Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
Mutual of America Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
Calvert VP SRI Balanced Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
Mutual of America 2015 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Goldman Sachs VIT US Equity Insights Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Neuberger Berman AMT Sustainable Equity Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%