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Original filing (PDF)20250922161445NAL0005862352002
NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION INC. 403 (B) RETIREMENT PLAN
403(b) retirement plan
Active participants
82
Accounts w/ balance
82
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION, INC..
Plan sponsor
Name
NORTH CENTRAL WV COMMUNITY ACTION ASSOCIATION, INC.
EIN
55-0486604
Address
146 TERRACE MANOR · FAIRMONT, WV · 26554
Phone
(304) 363-2170
Industry
Other Services (ex. Public Admin)see 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
2025-09-22
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
GRAY GRIFFITH & MAYS A.C,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMP | 13-5570651 | SYRACUSE, NY | RECORDKEEPER | $1K | — |
Investments
69 direct securities · 1 pooled fund· $8.5M(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.
Uncategorized
$4.6M
69 holdings
Pooled Separate Account
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $3.9M | 83.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $769K | 16.6% | |
| Funds held in insurance co. general account * AXA Equitable Guaranteed Interest Option | — | — | — | $722K | 15.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $479K | 10.4% | |
| Vanguard Target Retirement Income Inv. | — | — | — | $410K | 8.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $300K | 6.5% | |
| EQ Advisors Trust Eq/JP Morgan Growth Stock | — | — | — | $177K | 3.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $124K | 2.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $114K | 2.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $109K | 2.4% | |
| EQ Advisors Trust EQ/Equity 500 | — | — | — | $109K | 2.4% | |
| AXA Premier VIP Trust Axa Lg Cap Grw Managed Vol | — | — | — | $99K | 2.1% | |
| EQ Advisors Trust Eq/Gamco Small Company Value | — | — | — | $91K | 2.0% | |
| AXA Premier VIP Trust Axa Moderate Allocation | — | — | — | $79K | 1.7% | |
| EQ Advisors Trust EQ/JP Morgan Val opportunities | — | — | — | $75K | 1.6% | |
| AXA Premier VIP Trust AXA/AB Sm Cap Growth | — | — | — | $67K | 1.4% | |
| MFS Investments MFS Investors Trust ** 250 SIO S&P 500 Index 5 YR - 20% Buffer | — | — | — | $66K | 1.4% | |
| AXA Premier VIP Trust Axa Glb Eqty Managed Vol | — | — | — | $64K | 1.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $57K | 1.2% | |
| EQ Advisors Trust Eq/Small Company Index ** 116 * EQ Advisors Trust Eq/Janus Enterprise | — | — | — | $50K | 1.1% | |
| AXA Premier VIP Trust AXA Moderate Growth Strategy | — | — | — | $47K | 1.0% | |
| American Century EQ/American Century VP Mid Cap Val | — | — | — | $45K | 1.0% | |
| AXA Premier VIP Trust Axa Lg Cap Val Managed vol | — | — | — | $41K | 0.9% | |
| EQ Advisors Trust EQ/Com Stck Index | — | — | — | $36K | 0.8% | |
| AXA Premier VIP Trust Axa Lg Cap Core Managed Vol ** 156 * EQ Advisors Trust Eq/Clearbridge LG Cap Growth ESG | — | — | — | $30K | 0.6% | |
| AXA Premier VIP Trust Multimanager Technology | — | — | — | $28K | 0.6% | |
| EQ Advisors Trust EQ/Pimco Global Real Return | — | — | — | $28K | 0.6% | |
| Investment in pooled separate accounts * AXA Premier VIP Trust Multi Mgr Aggressive Equity | — | — | — | $24K | 0.5% | |
| MFS Investments MFS Mass Investors Growth Stock | — | — | — | $22K | 0.5% | |
| AXA Premier VIP Trust Target 2045 Allocation | — | — | — | $21K | 0.4% | |
| EQ Advisor Trust Equitable Fixed Account | — | — | — | $20K | 0.4% | |
| EQ Advisors Trust Eq/Money Market ** 912 * AXA Premier VIP Trust Axa Mid Cap Val Managed Vol | — | — | — | $20K | 0.4% | |
| AXA Premier VIP Trust Axa Conservative Growth Strtgy ** 577 * EQ Advisors Trust EQ/Aggressive Growth Strategy ** 739 * EQ Advisors Trust Eq/Blackrock Basic Value Eqty | — | — | — | $19K | 0.4% | |
| AXA Premier VIP Trust Axa International Managed Vol ** 132 VIT Portfolios Invesco V.I. Diversified Div | — | — | — | $19K | 0.4% | |
| AXA Premier VIP Trust Axa Conserv-Plus | — | — | — | $17K | 0.4% | |
| dates through February 2028 N/A | — | — | — | $16K | 0.3% | |
| EQ Advisors Trust EQ/Fidelity Instnl AM Large Cap | — | — | — | $13K | 0.3% | |
| Investment in pooled separate accounts (continued) * AXA Premier VIP Trust Target 2035 Allocation | — | — | — | $13K | 0.3% | |
| VIT Portfolios Eq/Oppenheimer Global | — | — | — | $12K | 0.3% | |
| AXA Premier VIP Trust Target 2055 Allocation | — | — | — | $12K | 0.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $11K | 0.2% | |
| EQ Advisors Trust Eq/Quality Bond Plus | — | — | — | $11K | 0.2% | |
| EQ Advisors Trust Eq/International Equity Index | — | — | — | $10K | 0.2% | |
| EQ Advisors Trust Eq/Large Cap Growth Index | — | — | — | $9K | 0.2% | |
| EQ Advisors Trust EQ/MFS Technology | — | — | — | $9K | 0.2% | |
| EQ Advisors Trust EQ/MFS Mid Cap FOC Used Growth | — | — | — | $9K | 0.2% | |
| EQ Advisors Trust Eq/Invesco Comstock | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $9K | 0.2% | |
| EQ Advisors Trust EQ/Lazard Retirement Emerging Markets Equity | — | — | — | $8K | 0.2% | |
| AXA Premier VIP Trust Axa 2000 Managed Vol ** 357 * EQ Advisors Trust EQ/MFS International Value | — | — | — | $8K | 0.2% | |
| SIO S&P 500 Index 1 YR - 10% Buffer | — | — | — | $8K | 0.2% | |
| EQ Advisors Trust EQ Conservative GR Managed Vol ** 167 * EQ Advisors Trust EQ/MFS Inter National Growth | — | — | — | $7K | 0.2% | |
| AXA Premier VIP Trust Target 2015 Allocation | — | — | — | $7K | 0.2% | |
| American Funds American Funds Insurance SRS Bond | — | — | — | $6K | 0.1% | |
| SIO Russell 2000 1 YR - 10% Buffer | — | — | — | $6K | 0.1% | |
| EQ Advisors Trust EQ/Clearbridge Seleqy Man Vol | — | — | — | $4K | <0.1% | |
| Templeton Global Templeton Global Bond VIP ** 476 * AXA Premier VIP Trust Axa 400 Managed Vol ** 741 VIT Portfolios Fidelity VIP Mid Cap | — | — | — | $4K | <0.1% | |
| VIT Portfolios Invesco VI High Yield | — | — | — | $4K | <0.1% | |
| AXA Premier VIP Trust Axa/Dbleline Opp Core Plus Bond | — | — | — | $4K | <0.1% | |
| AXA Premier VIP Trust Axa 500 Managed Vol | — | — | — | $3K | <0.1% | |
| AXA Premier VIP Trust AXA/AB Dynamic Moderate Growth | — | — | — | $3K | <0.1% | |
| EQ Advisors Trust Eq/Intermediate Government Bnd | — | — | — | $3K | <0.1% | |
| AXA Premier VIP Trust Axa Smartbeta Equity | — | — | — | $3K | <0.1% | |
| EQ Advisors Trust EQ/Invesco Global Real Estate | — | — | — | $2K | <0.1% | |
| EQ Advisors Trust Eq/Mid Cap Index | — | — | — | $2K | <0.1% | |
| EQ Advisors Trust Eq/Capital Guardian Research | — | — | — | $2K | <0.1% | |
| EQ Advisors Trust EQ/MFS Utilities | — | — | — | $2K | <0.1% | |
| EQ Advisors Trust Eq/Core Bond Index | — | — | — | $2K | <0.1% | |
| AXA Premier VIP Trust Multimanager Core Bond | — | — | — | $2K | <0.1% | |
| EQ Advisors Trust EQ/Goldman Sachs Mid Cap Value | — | — | — | $1K | <0.1% |
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