Sonja Eason signed Action PACT, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Action PACT, Inc.'s EIN is 58-1032805.
Download the official 2024 Form 5500 (PDF) for Action PACT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Action PACT, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, 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 | RECORD KEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MoA Mid Cap Equity Index Fund Mutual of America MUTUAL FUND | Common Collective Trusts | — | — | $1.8M | 19.7% | |
| MoA Clear Passage 2025 Fund American Funds MUTUAL FUND | Mutual Funds | — | — | $1.4M | 15.8% | |
| Loan Fund American Funds MUTUAL FUND | Mutual Funds | — | — | $1.1M | 12.2% | |
| MoA Clear Passage 2030 Fund American Funds MUTUAL FUND | Mutual Funds | — | — | $933K | 10.5% | |
| American Funds New World R6 American Funds MUTUAL FUND | Mutual Funds | — | — | $627K | 7.1% | |
| MoA Clear Passage 2045 Fund Mutual of America MUTUAL FUND | Other securities | — | — | $456K | 5.1% | |
| MoA Clear Passage 2035 Fund American Funds MUTUAL FUND | Mutual Funds | — | — | $414K | 4.7% | |
| MoA Small Cap Equity Index Fund T.Rowe Price MUTUAL FUND | Common Collective Trusts | — | — | $354K | 4.0% | |
| Delaware Small Cap Value R6 American Funds MUTUAL FUND | Mutual Funds | — | — | $274K | 3.1% | |
| MoA Clear Passage 2040 Fund American Funds MUTUAL FUND | Mutual Funds | — | — | $260K | 2.9% | |
| MoA Clear Passage 2050 Fund Mutual of America MUTUAL FUND | Other securities | — | — | $193K | 2.2% | |
| MoA International Fund Mutual of America MUTUAL FUND | Other securities | — | — | $155K | 1.7% | |
| Dodge & Cox Stock American Funds MUTUAL FUND | Mutual Funds | — | — | $144K | 1.6% | |
| MoA Equity Index Fund Mutual of America MUTUAL FUND | Common Collective Trusts | — | — | $129K | 1.4% | |
| MoA Clear Passage 2055 Fund Mutual of America MUTUAL FUND | Other securities | — | — | $121K | 1.4% | |
| American Funds MUTUAL FUND | Mutual Funds | — | — | $74K | 0.8% | |
| Vanguard Treasury Money Market Investor Victory Funds MUTUAL FUND | Mutual Funds | — | — | $62K | 0.7% | |
| MoA Retirement Income Fund Mutual of America MUTUAL FUND | Other securities | — | — | $51K | 0.6% | |
| Calvert Bond R6 American Funds MUTUAL FUND | U.S. Treasuries | — | — | $35K | 0.4% | |
| T. Rowe Price Blue Chip Growth I Vanguard MUTUAL FUND | Mutual Funds | — | — | $12K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
