Valerie Schwager signed North Star Community Services,'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Star Community Services,'s EIN is 42-1038039.
Download the official 2023 Form 5500 (PDF) for North Star Community Services, from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)North Star Community Services,'s plan includes a 401(k) feature, automatic enrollment, 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 | INSURANCE CARRIER | $1K | — |
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 SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $4.9M | 98.0% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund | Common Stocks | — | — | $1.1M | 21.0% | |
| Mutual of America Clear Passage 2050 Fund Registered Investment Company N/A | Common Stocks | — | — | $644K | 12.8% | |
| Mutual of America Clear Passage 2045 Fund Registered Investment Company N/A | Common Stocks | — | — | $602K | 12.0% | |
| Mutual of America Clear Passage 2030 Fund Registered Investment Company N/A | Common Stocks | — | — | $428K | 8.5% | |
| Mutual of America Clear Passage 2025 Fund Registered Investment Company N/A | Common Stocks | — | — | $384K | 7.7% | |
| Mutual of America Aggressive Allocation Registered Investment Company N/A | Common Stocks | — | — | $359K | 7.2% | |
| Mutual of America Clear Passage 2040 Fund Registered Investment Company N/A | Common Stocks | — | — | $319K | 6.4% | |
| Mutual of America Clear Passage 2035 Fund Registered Investment Company N/A | Common Stocks | — | — | $216K | 4.3% | |
| Mutual of America Equity Index Fund Registered Investment Company N/A | Common Collective Trusts | — | — | $147K | 2.9% | |
| Mutual of America Mid-Cap Equity Index Registered Investment Company N/A | Common Collective Trusts | — | — | $101K | 2.0% | |
| Mutual of America Clear Passage 2055 Fund Registered Investment Company N/A | Common Stocks | — | — | $99K | 2.0% | |
| Mutual of America Interest Accumulation Insurance Co. General Account N/A | Common Stocks | — | — | $82K | 1.6% | |
| Mutual of America Retirement Income Fund Registered Investment Company N/A | Common Stocks | — | — | $82K | 1.6% | |
| T. Rowe Price Blue Chip Growth Portfolio Registered Investment Company N/A | Common Stocks | — | — | $68K | 1.4% | |
| Mutual of America Core Bond Fund Registered Investment Company N/A | Common Stocks | — | — | $50K | 1.0% | |
| Vanguard VIF International Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $44K | 0.9% | |
| Fidelity VIP Contrafund Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $42K | 0.8% | |
| American Funds IS New World Fund Registered Investment Company N/A 628 DWS Capital Growth VIP Registered Investment Company N/A | Mutual Funds | — | — | $32K | 0.6% | |
| Fidelity VIP Equity-Income Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $32K | 0.6% | |
| . GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund 0 . GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund 446 . PARTICIPANT LOANS Mutual of America Loan Fund | Mutual Funds | — | — | $29K | 0.6% | |
| Mutual of America Conservative Allocation Registered Investment Company N/A | Common Stocks | — | — | $26K | 0.5% | |
| Vanguard VIF Diversified Value Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $25K | 0.5% | |
| Vanguard Total Bond Mkt I Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $23K | 0.5% | |
| Notes Receivable from Participants 4.25% - 9.50% -0- | Bonds / Notes | — | — | $20K | 0.4% | |
| Mutual of America Small Cap Growth Fund Registered Investment Company N/A | Common Stocks | — | — | $15K | 0.3% | |
| Fidelity VIP Asset Manager Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $14K | 0.3% | |
| Mutual of America Mid-Cap Value Fund Registered Investment Company N/A | Common Stocks | — | — | $12K | 0.2% | |
| Mutual of America Clear Passage 2060 Fund Registered Investment Company N/A | Common Stocks | — | — | $12K | 0.2% | |
| Fidelity VIP Mid Cap Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $11K | 0.2% | |
| Mutual of America Clear Passage 2015 Fund Registered Investment Company N/A | Common Stocks | — | — | $11K | 0.2% | |
| Mutual of America Clear Passage 2065 Fund Registered Investment Company N/A | Common Stocks | — | — | $8K | 0.2% | |
| PIMCO VIT Real Return Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $7K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund | Common Stocks | — | — | $7K | 0.1% | |
| Participant-Directed Investments American Century VP Capital Appreciation Registered Investment Company N/A | Common Stocks | — | — | $7K | 0.1% | |
| Vanguard VIF Real Estate Index Portfolio Registered Investment Company N/A | Mutual Funds | — | — | $6K | 0.1% | |
| Mutual of America International Fund Registered Investment Company N/A | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
