How big is Blue Valley Community Action P's plan?

Blue Valley Community Action P's plan reported $2.1M in assets and 104 participants for 2024.

Original filing (PDF)20251009110652NAL0006491745001

Blue Valley Community Action P

Name: Blue Valley Community Action P — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Blue Valley Community Action P
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of Blue Valley Community Action Partnership

401(k) retirement plan · Blue Valley Community Action P's 403(b) Thrift Plan for Employees of Blue Valley Community Action Partnership held $2.1M in plan assets for 104 participants in 2024, with Mutual of America as recordkeeper.

Active participants

104

Accounts w/ balance

160

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jamie Swartz signed Blue Valley Community Action P's 2024 Form 5500 as plan administrator.

Jamie Swartz — 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

Blue Valley Community Action P's EIN is 47-0492640.

EIN 47-0492640

Plan number 001

Plan year 2024

ACK ID 20251009110652NAL0006491745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Blue Valley Community Action P's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

BLUE VALLEY COMMUNITY ACTION P

EIN

all filings

Address

620 5TH ST · FAIRBURY, NE · 683522624

Phone

(402) 729-2278

Industry

Health Care & Social Assistance

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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

JARRED, GILMORE & PHILLIPS, PA

Trustee / custodian

—

Trustee phone

—

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	$1K	—

Investments

45 direct securities · 1 pooled fund· $4.0M(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.

Pooled Separate Account

$1.9M

1 holding

Other securities

$1.9M

31 holdings

Mutual Funds

$89K

10 holdings

Common Collective Trusts

$52K

3 holdings

Cash / Money Market

$984

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$1.9M	94.2%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$344K	16.7%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$298K	14.5%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$222K	10.8%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$165K	8.0%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$150K	7.3%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$129K	6.3%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$122K	5.9%
Mutual of America Interest Accumulation Account	Other securities	—	—	$120K	5.8%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$92K	4.5%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$78K	3.8%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$35K	1.7%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$30K	1.4%
Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$28K	1.4%
Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$28K	1.4%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$21K	1.0%
Mutual of America Small Cap Value Fund	Other securities	—	—	$19K	0.9%
Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$16K	0.8%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$16K	0.8%
Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$15K	0.7%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$14K	0.7%
DWS Capital Growth VIP	Other securities	—	—	$13K	0.6%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$11K	0.6%
Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$10K	0.5%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$9K	0.5%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$9K	0.4%
Mutual of America All America Fund	Other securities	—	—	$7K	0.3%
Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$6K	0.3%
Neuberger Berman AMT Sustainable Equity Portfolio	Other securities	—	—	$6K	0.3%
MFSS VIT III Mid Cap Value Portfolio	Other securities	—	—	$6K	0.3%
Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$5K	0.3%
Mutual of America Core Bond Fund	Other securities	—	—	$5K	0.3%
America Funds Insurance Series New World Fund	Other securities	—	—	$5K	0.2%
Mutual of America International Fund	Other securities	—	—	$4K	0.2%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$3K	0.2%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$3K	0.1%
Victory RS Small Cap Growth Equity VIP Series	Other securities	—	—	$3K	0.1%
Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$3K	0.1%
Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$3K	0.1%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$2K	<0.1%
LVIP American Century Capital Appreciation Fund	Other securities	—	—	$1K	<0.1%
Mutual of America US Government Money Market Fud	Cash / Money Market	—	—	$984	<0.1%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$605	<0.1%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$555	<0.1%
Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$162	<0.1%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$137	<0.1%