Patricia McFarland signed North Central WV Community Action Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
North Central WV Community Action Association, Inc.'s EIN is 55-0486604.
Download the official 2024 Form 5500 (PDF) for North Central WV Community Action Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Central WV Community Action Association, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE COMP | 13-5570651 | SYRACUSE, NY | RECORDKEEPER | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % 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 | Mutual Funds | — | — | $769K | 16.6% | |
| Funds held in insurance co. general account * AXA Equitable Guaranteed Interest Option | Common Stocks | — | — | $722K | 15.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $479K | 10.4% | |
| Vanguard Target Retirement Income Inv. | Mutual Funds | — | — | $410K | 8.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $300K | 6.5% | |
| EQ Advisors Trust Eq/JP Morgan Growth Stock | Other securities | — | — | $177K | 3.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $124K | 2.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $114K | 2.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $109K | 2.4% | |
| EQ Advisors Trust EQ/Equity 500 | Other securities | — | — | $109K | 2.4% | |
| AXA Premier VIP Trust Axa Lg Cap Grw Managed Vol | Other securities | — | — | $99K | 2.1% | |
| EQ Advisors Trust Eq/Gamco Small Company Value | Common Stocks | — | — | $91K | 2.0% | |
| AXA Premier VIP Trust Axa Moderate Allocation | Other securities | — | — | $79K | 1.7% | |
| EQ Advisors Trust EQ/JP Morgan Val opportunities | Other securities | — | — | $75K | 1.6% | |
| AXA Premier VIP Trust AXA/AB Sm Cap Growth | Other securities | — | — | $67K | 1.4% | |
| MFS Investments MFS Investors Trust ** 250 SIO S&P 500 Index 5 YR - 20% Buffer | Common Collective Trusts | — | — | $66K | 1.4% | |
| AXA Premier VIP Trust Axa Glb Eqty Managed Vol | Other securities | — | — | $64K | 1.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $57K | 1.2% | |
| EQ Advisors Trust Eq/Small Company Index ** 116 * EQ Advisors Trust Eq/Janus Enterprise | Mutual Funds | — | — | $50K | 1.1% | |
| AXA Premier VIP Trust AXA Moderate Growth Strategy | Other securities | — | — | $47K | 1.0% | |
| American Century EQ/American Century VP Mid Cap Val | Other securities | — | — | $45K | 1.0% | |
| AXA Premier VIP Trust Axa Lg Cap Val Managed vol | Other securities | — | — | $41K | 0.9% | |
| EQ Advisors Trust EQ/Com Stck Index | Common Stocks | — | — | $36K | 0.8% | |
| AXA Premier VIP Trust Axa Lg Cap Core Managed Vol ** 156 * EQ Advisors Trust Eq/Clearbridge LG Cap Growth ESG | Other securities | — | — | $30K | 0.6% | |
| AXA Premier VIP Trust Multimanager Technology | Other securities | — | — | $28K | 0.6% | |
| EQ Advisors Trust EQ/Pimco Global Real Return | Mutual Funds | — | — | $28K | 0.6% | |
| Investment in pooled separate accounts * AXA Premier VIP Trust Multi Mgr Aggressive Equity | Pooled Separate Accounts | — | — | $24K | 0.5% | |
| MFS Investments MFS Mass Investors Growth Stock | Mutual Funds | — | — | $22K | 0.5% | |
| AXA Premier VIP Trust Target 2045 Allocation | Other securities | — | — | $21K | 0.4% | |
| EQ Advisor Trust Equitable Fixed Account | Other securities | — | — | $20K | 0.4% | |
| EQ Advisors Trust Eq/Money Market ** 912 * AXA Premier VIP Trust Axa Mid Cap Val Managed Vol | Cash / Money Market | — | — | $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 | Other securities | — | — | $19K | 0.4% | |
| AXA Premier VIP Trust Axa International Managed Vol ** 132 VIT Portfolios Invesco V.I. Diversified Div | Mutual Funds | — | — | $19K | 0.4% | |
| AXA Premier VIP Trust Axa Conserv-Plus | Other securities | — | — | $17K | 0.4% | |
| dates through February 2028 N/A | Other securities | — | — | $16K | 0.3% | |
| EQ Advisors Trust EQ/Fidelity Instnl AM Large Cap | Mutual Funds | — | — | $13K | 0.3% | |
| Investment in pooled separate accounts (continued) * AXA Premier VIP Trust Target 2035 Allocation | Pooled Separate Accounts | — | — | $13K | 0.3% | |
| VIT Portfolios Eq/Oppenheimer Global | Mutual Funds | — | — | $12K | 0.3% | |
| AXA Premier VIP Trust Target 2055 Allocation | Other securities | — | — | $12K | 0.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $11K | 0.2% | |
| EQ Advisors Trust Eq/Quality Bond Plus | Other securities | — | — | $11K | 0.2% | |
| EQ Advisors Trust Eq/International Equity Index | Common Collective Trusts | — | — | $10K | 0.2% | |
| EQ Advisors Trust Eq/Large Cap Growth Index | Other securities | — | — | $9K | 0.2% | |
| EQ Advisors Trust EQ/MFS Technology | Mutual Funds | — | — | $9K | 0.2% | |
| EQ Advisors Trust EQ/MFS Mid Cap FOC Used Growth | Mutual Funds | — | — | $9K | 0.2% | |
| EQ Advisors Trust Eq/Invesco Comstock | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $9K | 0.2% | |
| EQ Advisors Trust EQ/Lazard Retirement Emerging Markets Equity | Other securities | — | — | $8K | 0.2% | |
| AXA Premier VIP Trust Axa 2000 Managed Vol ** 357 * EQ Advisors Trust EQ/MFS International Value | Mutual Funds | — | — | $8K | 0.2% |
