Original filing (PDF)20260304142811NAL0003232545001

ANNE ARUNDEL COUNTY MENTAL

Name: ANNE ARUNDEL COUNTY MENTAL — ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN, Form 5500 (2024)
Creator: ANNE ARUNDEL COUNTY MENTAL

Form 5500

FILING_RECEIVED

ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.6 mo

Active participants

116

Accounts w/ balance

138

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

26 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

Filed 3.6 months past the 10.5-month grace window.

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNE ARUNDEL COUNTY MENTAL.

Plan sponsor

Name

ANNE ARUNDEL COUNTY MENTAL

EIN

52-1881240

Address

1 TRUMAN PARKWAY · STE 101 · ANNAPOLIS, MD · 21401

Phone

(410) 222-7858

Industry

Health Care & Social Assistancesee all

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

2026-03-04

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$0	—

Investments

26 direct securities· $7.9M(100% of reported assets)

Other securities

$7.6M

24 holdings

Cash / Money Market

$252K

2 holdings

					% of plan
Mutual Of America MoA Clear Passage 2050 Fund	Other securities	—	—	$1.7M	21.1%
Mutual Of America MoA Clear Passage 2035 Fund	Other securities	—	—	$1.4M	17.1%
Mutual Of America MoA Clear Passage 2030 Fund	Other securities	—	—	$1.2M	14.8%
Mutual Of America MoA Clear Passage 2040 Fund	Other securities	—	—	$737K	9.3%
Mutual Of America MoA Clear Passage 2045 Fund	Other securities	—	—	$632K	8.0%
Mutual Of America MoA Clear Passage 2055 Fund	Other securities	—	—	$550K	7.0%
Mutual Of America MoA Clear Passage 2060 Fund	Other securities	—	—	$432K	5.5%
Mutual Of America MoA Equity Index Fund	Other securities	—	—	$221K	2.8%
Mutual Of America MoA Money Market Fund	Cash / Money Market	—	—	$208K	2.6%
Mutual Of America MoA Clear Passage 2025 Fund	Other securities	—	—	$201K	2.5%
Mutual Of America MoA Core Bond Fund	Other securities	—	—	$109K	1.4%
Mutual Of America PIMCO Real Return Instl	Other securities	—	—	$109K	1.4%
Mutual Of America Vanguard Strategic Equity Inv	Other securities	—	—	$96K	1.2%
Mutual Of America DWS Capital Growth R6	Other securities	—	—	$89K	1.1%
Mutual Of America Vanguard Windsor II Admiral	Other securities	—	—	$84K	1.1%
Mutual Of America MoA All America Fund	Other securities	—	—	$80K	1.0%
Mutual Of America MoA Clear Passage 2065 Fund	Other securities	—	—	$50K	0.6%
Mutual Of America Vanguard Treasury Money Market Investor	Cash / Money Market	—	—	$43K	0.5%
Mutual Of America MoA Mid Cap Value Fund	Other securities	—	—	$40K	0.5%
Mutual Of America Vanguard International Growth Adm	Other securities	—	—	$12K	0.2%
Mutual Of America MoA Mid Cap Equity Index Fund	Other securities	—	—	$8K	<0.1%
Mutual Of America MoA Retirement Income Fund	Other securities	—	—	$5K	<0.1%
Mutual Of America Goldman Sachs Small Cap Eq Insghts R6	Other securities	—	—	$2K	<0.1%
Mutual Of America Vanguard Total Bond Market Index Adm	Other securities	—	—	$1K	<0.1%
Mutual Of America T. Rowe Price Blue Chip Growth I	Other securities	—	—	$1K	<0.1%
Mutual Of America Fidelity Advisor Equity Income Z	Other securities	—	—	$522	<0.1%