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Original filing (PDF)20250918085918NAL0001643187001
UNION COUNTY COMMUNITY ACTION INC
Form 5500
FILING_RECEIVED
UNION COUNTY COMMUNITY ACTION INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
49% in single holding
Active participants
97
Accounts w/ balance
163
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID GOVT MMKT Money Market" is 49% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION COUNTY COMMUNITY ACTION INC.
Plan sponsor
Name
UNION COUNTY COMMUNITY ACTION INC
EIN
56-0887865
Address
1401 H WEST ROOSEVELT BLVD · MONROE, NC · 28111
Phone
(704) 283-7583
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
22 direct securities· $2.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GOVT MMKT Money Market | — | — | — | $1.1M | 49.0% | |
| FID FREEDOM 2040 K Mutual Fund | — | — | — | $300K | 13.7% | |
| FID SEL SOFTWARE Mutual Fund | — | — | — | $164K | 7.5% | |
| FID FREEDOM 2025 K Mutual Fund | — | — | — | $133K | 6.1% | |
| FID FREEDOM 2035 K Mutual Fund | — | — | — | $116K | 5.3% | |
| FID 500 INDEX Mutual Fund | — | — | — | $115K | 5.2% | |
| Loan Fund - 5% maturing * PARTICIPANT LOANS through January 2029 ---- | — | — | — | $68K | 3.1% | |
| FID FREEDOM 2030 K Mutual Fund | — | — | — | $48K | 2.2% | |
| FID STK SEL ALL CAP Mutual Fund | — | — | — | $37K | 1.7% | |
| FID BALANCED Mutual Fund | — | — | — | $36K | 1.7% | |
| FID GROWTH & INC Mutual Fund | — | — | — | $28K | 1.3% | |
| FID FREEDOM 2010 K Mutual Fund ** 164 * FID FREEDOM 2020 K Mutual Fund | — | — | — | $24K | 1.1% | |
| FID EQUITY INC Mutual Fund | — | — | — | $11K | 0.5% | |
| ARIEL APPRECIATION Mutual Fund ** 600 * FID SEL SEMICONDUCT Mutual Fund | — | — | — | $10K | 0.4% | |
| FIDELITY GOVT INCOME Mutual Fund | — | — | — | $7K | 0.3% | |
| interest (b) Identity of issue, borrower, lesser, or similar party maturity value) (d) Cost (e) Current value PIMCO TOT RETURN ADM Mutual Fund | — | — | — | $6K | 0.3% | |
| FID MID CAP VALUE Mutual Fund | — | — | — | $4K | 0.2% | |
| FID INTL INDEX Mutual Fund ** 817 * FID STK SEL MID CAP Mutual Fund | — | — | — | $4K | 0.2% | |
| FID OVERSEAS Mutual Fund | — | — | — | $4K | 0.2% | |
| FID TOTAL BOND Mutual Fund | — | — | — | $2K | <0.1% | |
| FID SMALL CAP VALUE Mutual Fund | — | — | — | $1K | <0.1% | |
| FID EMERGING MKTS Mutual Fund | — | — | — | $1K | <0.1% |
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