Heather Moore signed CSRA Economic Opportunity's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSRA Economic Opportunity's EIN is 58-0975667.
Download the official 2023 Form 5500 (PDF) for CSRA Economic Opportunity from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CSRA Economic Opportunity's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MOA Clear Passage 2030 Fund Mutual Funds | Other securities | — | — | $765K | 18.0% | |
| MOA Clear Passage 2045 Fund Mutual Funds | Other securities | — | — | $595K | 14.0% | |
| MOA Clear Passage 2035 Fund Mutual Funds | Other securities | — | — | $484K | 11.4% | |
| MOA Retirement Income Fund Mutual Funds | Common Collective Trusts | — | — | $468K | 11.0% | |
| MOA Clear Passage 2040 Fund Mutual Funds | Other securities | — | — | $421K | 9.9% | |
| Vanguard Treasury Money Market Investor Mutual Funds | Mutual Funds | — | — | $367K | 8.6% | |
| T. Rowe Price Blue Chip Growth I . Vanguard | Mutual Funds | — | — | $367K | 8.6% | |
| MOA Clear Passage 2020 Fund Mutual Funds | Other securities | — | — | $61K | 1.4% | |
| Invesco Stable Value Trust A1 . Mutual of America | Stable Value | — | — | $61K | 1.4% | |
| Invesco Stable Value Trust A1 Mutual Funds | Stable Value | — | — | $38K | 0.9% | |
| Dodge & Cox Stock . Invesco | Mutual Funds | — | — | $38K | 0.9% | |
| MOA Clear Passage 2050 Fund Mutual Funds | Other securities | — | — | $24K | 0.6% | |
| MOA Clear Passage 2055 Fund Mutual Funds | Other securities | — | — | $23K | 0.5% | |
| MOA Equity Index Fund Mutual Funds | Common Collective Trusts | — | — | $18K | 0.4% | |
| MOA Clear Passage 2060 Fund Mutual Funds | Other securities | — | — | $16K | 0.4% | |
| Dodge & Cox Stock Mutual Funds | Mutual Funds | — | — | $5K | 0.1% | |
| MoA Retirement Income Fund . PIMCO | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Real Return Instl Mutual Funds | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Real Return Instl . T.Rowe Price | Mutual Funds | — | — | $2K | <0.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD SCHRODERS INTERNATIONAL MU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 047 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DIVERSIFIED DIVIDEND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 008 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LARGE CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 998 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MASSACHUSETTS INVESTORS RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 994 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY DIVERSIFIED BOND R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 022 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LARGE CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 845 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
