How big is Carolina Community Actions, Inc.'s plan?

Carolina Community Actions, Inc.'s plan reported $6.5M in assets and 140 participants for 2024.

Original filing (PDF)20260227105059NAL0000140867001

Carolina Community Actions, Inc.

Name: Carolina Community Actions, Inc. — Carolina Communit, Form 5500 (2024)
Creator: Carolina Community Actions, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carolina Community Actions 403(b) Plan

Defined-contribution retirement plan · Carolina Community Actions, Inc.'s Carolina Community Actions 403(b) Plan held $6.5M in plan assets for 140 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late filing · 3.4 mo27% in single holding

Active participants

140

Accounts w/ balance

138

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Karen Brackett-Browning signed Carolina Community Actions, Inc.'s 2024 Form 5500 as plan administrator.

Karen Brackett-Browning — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carolina Community Actions, Inc.'s EIN is 57-0475466.

EIN 57-0475466

Plan number 001

Plan year 2024

ACK ID 20260227105059NAL0000140867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolina Community Actions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolina Community Actions, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLINA COMMUNITY ACTIONS, INC..

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How this plan invests

This plan

2 pooled trusts

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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 3.4 months past the 10.5-month grace window.

Plan sponsor

Name

CAROLINA COMMUNITY ACTIONS, INC.

EIN

all filings

Address

138 S OAKLAND AVE · ROCK HILL, SC · 29731

Phone

(803) 329-5195

Industry

Health Care & Social Assistance

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

2026-02-27

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BURKETT BURKETT & BURKETT CPAS PA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$23K	—
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

36 direct securities · 2 pooled funds· $11.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$4.6M

2 holdings

Other securities

$2.5M

12 holdings

Bonds / Notes

$1.8M

1 holding

Mutual Funds

$1.6M

2 holdings

Pooled Separate Accounts

$541K

19 holdings

Participant loans

$68K

1 holding

Common Collective Trusts

$4K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$48K Morgan Stanley$4K T. Rowe Price$3K

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					% of plan
SEPARATE ACCOUNT NUMBER GS1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$4.1M	63.2%
AXA Equitable Life Insurance Co. * Guaranteed Interest Account 1.5%	Bonds / Notes	—	—	$1.8M	27.3%
s * Mutual of America Clear Passage 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	24.3%
Mutual of America Clear Passage 2030 Fund Mutual Fund	Other securities	—	—	$646K	10.0%
POOLED SEPERATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	—	—	$544K	8.4%
Mutual of America Clear Passage 2050 Fund Mutual Fund	Other securities	—	—	$370K	5.7%
Mutual of America Clear Passage 2045 Fund Mutual Fund	Other securities	—	—	$358K	5.5%
Mutual of America Clear Passage 2020 Fund Mutual Fund	Other securities	—	—	$345K	5.3%
Mutual of America Retirement Income Fund Mutual Fund	Other securities	—	—	$274K	4.2%
Mutual of America Clear Passage 2035 Fund Mutual Fund	Other securities	—	—	$269K	4.2%
s * AXA Moderate Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$163K	2.5%
Mutual of America Clear Passage 2040 Fund Mutual Fund	Other securities	—	—	$87K	1.3%
EQ/Com Stck Index Pooled Separate Account	Pooled Separate Accounts	—	—	$84K	1.3%
AXA Conserv-Plus Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$82K	1.3%
Participant Loans - through August 2029	Participant loans	—	—	$68K	1.1%
Mutual of America Clear Passage 2060 Fund Mutual Fund	Other securities	—	—	$51K	0.8%
AXA Lg Cap Val Managed Vol Pooled Separate Account	Pooled Separate Accounts	—	—	$48K	0.7%
Vanguard Treasury Money Market Investor Mutual Fund	Mutual Funds	—	—	$48K	0.7%
Mutual of America Clear Passage 2055 Fund Mutual Fund	Other securities	—	—	$48K	0.7%
AXA Mid Cap Val Managed Vol Pooled Separate Account	Pooled Separate Accounts	—	—	$37K	0.6%
AXA/AB Small Cap Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.4%
AXA Glb Eqty Managed Vol Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.4%
Mutual of America Clear Passage 2065 Fund Mutual Fund	Other securities	—	—	$19K	0.3%
AXA Conserv Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.3%
EQ/International Equity Index Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.2%
AXA Moderate-Plus Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	0.2%
EQ/Large Cap Value Index Pooled Separate Account	Pooled Separate Accounts	—	—	$8K	0.1%
Mutual of America Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%
EQ / Morgan Stanley Sm Cap Gowth Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
Charter Multi-Sector Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
T. Rowe Price Blue Chip Growth I Mutual Fund	Other securities	—	—	$3K	<0.1%
AXA Balanced Strategy Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Target 2055 Allocation Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
EQ/Quality Bond PLUS Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
EQ/Intermediate Government Bnd Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
AXA Int Val Managed Vol Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
AXA Moderate Growth Strategy Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%
Mutual of America International Fund Mutual Fund	Other securities	—	—	$1K	<0.1%

1–38 of 38

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EDWARD JONES	43-0345811	—	INVESTMENT ADVISORY	$0	—
WILSHIRE ASSOCIATES INC	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	—	—
WILSHIRE ASSOCIATES INCORPORATED	95-2755361	—	INVESTMENT ADVISORY	—	—