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Original filing (PDF)20251015131010NAL0002460883001
ACTION PACT, INC.
Form 5500
FILING_RECEIVED
ACTION PACT, INC. 403(B) PLAN
401(k) retirement plan
Active participants
426
Accounts w/ balance
244
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTION PACT, INC..
Plan sponsor
Name
ACTION PACT, INC.
EIN
58-1032805
Address
510 TEBEAU ST. · WAYCROSS, GA · 31501
Phone
(912) 285-6083
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DRAFFIN & TUCKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $4K | — |
Investments
20 direct securities· $8.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MoA Mid Cap Equity Index Fund Mutual of America MUTUAL FUND | — | — | — | $1.8M | 19.7% | |
| MoA Clear Passage 2025 Fund American Funds MUTUAL FUND | — | — | — | $1.4M | 15.8% | |
| Loan Fund American Funds MUTUAL FUND | — | — | — | $1.1M | 12.2% | |
| MoA Clear Passage 2030 Fund American Funds MUTUAL FUND | — | — | — | $933K | 10.5% | |
| American Funds New World R6 American Funds MUTUAL FUND | — | — | — | $627K | 7.1% | |
| MoA Clear Passage 2045 Fund Mutual of America MUTUAL FUND | — | — | — | $456K | 5.1% | |
| MoA Clear Passage 2035 Fund American Funds MUTUAL FUND | — | — | — | $414K | 4.7% | |
| MoA Small Cap Equity Index Fund T.Rowe Price MUTUAL FUND | — | — | — | $354K | 4.0% | |
| Delaware Small Cap Value R6 American Funds MUTUAL FUND | — | — | — | $274K | 3.1% | |
| MoA Clear Passage 2040 Fund American Funds MUTUAL FUND | — | — | — | $260K | 2.9% | |
| MoA Clear Passage 2050 Fund Mutual of America MUTUAL FUND | — | — | — | $193K | 2.2% | |
| MoA International Fund Mutual of America MUTUAL FUND | — | — | — | $155K | 1.7% | |
| Dodge & Cox Stock American Funds MUTUAL FUND | — | — | — | $144K | 1.6% | |
| MoA Equity Index Fund Mutual of America MUTUAL FUND | — | — | — | $129K | 1.4% | |
| MoA Clear Passage 2055 Fund Mutual of America MUTUAL FUND | — | — | — | $121K | 1.4% | |
| American Funds MUTUAL FUND | — | — | — | $74K | 0.8% | |
| Vanguard Treasury Money Market Investor Victory Funds MUTUAL FUND | — | — | — | $62K | 0.7% | |
| MoA Retirement Income Fund Mutual of America MUTUAL FUND | — | — | — | $51K | 0.6% | |
| Calvert Bond R6 American Funds MUTUAL FUND | — | — | — | $35K | 0.4% | |
| T. Rowe Price Blue Chip Growth I Vanguard MUTUAL FUND | — | — | — | $12K | 0.1% |