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Original filing (PDF)20251010133713NAL0007792145001
COMMUNITY ACTION OPPORTUNITIES,INCORPORATED
Form 5500
FILING_RECEIVED
COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
144
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
25 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 (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION OPPORTUNITIES,INCORPORATED.
Plan sponsor
Name
COMMUNITY ACTION OPPORTUNITIES,INCORPORATED
EIN
56-0817672
Address
25 GASTON STREET · ASHEVILLE, NC · 28801
Phone
(828) 252-2495
Industry
Educational Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARTER P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC | 38-3712991 | — | NONE | $9K | — |
Investments
25 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA US Core Equity 1 I | — | — | — | $939K | 12.4% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $937K | 12.4% | |
| Vanguard Growth Index Admiral | — | — | — | $804K | 10.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $753K | 10.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $702K | 9.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $454K | 6.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $352K | 4.7% | |
| Charles Schwab Trust Bank Savings | — | — | — | $341K | 4.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $326K | 4.3% | |
| Vanguard Target Retirement Income Inv | — | — | — | $282K | 3.7% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $238K | 3.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $234K | 3.1% | |
| similar party collateral, par, or maturity value DFA International Core Equity I | — | — | — | $217K | 2.9% | |
| Vanguard Inflation-Protected Secs Inv | — | — | — | $178K | 2.4% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $172K | 2.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $163K | 2.2% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $121K | 1.6% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $78K | 1.0% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $65K | 0.9% | |
| PAX Sustainable Allocation Instl | — | — | — | $57K | 0.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $49K | 0.7% | |
| DFA Intl Sustainability Core 1 | — | — | — | $45K | 0.6% | |
| DFA US Large Cap Value I | — | — | — | $22K | 0.3% | |
| DFA US Sustainability Core 1 | — | — | — | $13K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $12K | 0.2% |
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