Lynn Abbott signed Bay Area Legal Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bay Area Legal Services, Inc.'s EIN is 59-1171886.
Download the official 2024 Form 5500 (PDF) for Bay Area Legal Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay Area Legal Services, Inc.'s plan includes 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 INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $14.1M | 80.4% | |
| Mutual of America | Other securities | — | — | $3.3M | 18.9% | |
| Mutual of America | Other securities | — | — | $2.4M | 13.6% | |
| Mutual of America | Other securities | — | — | $1.2M | 6.8% | |
| Mutual of America | Other securities | — | — | $1.0M | 5.8% | |
| Mutual of America | Other securities | — | — | $965K | 5.5% | |
| Mutual of America | Other securities | — | — | $951K | 5.4% | |
| Mutual of America | Other securities | — | — | $713K | 4.1% | |
| Mutual of America | Other securities | — | — | $683K | 3.9% | |
| Mutual of America | Other securities | — | — | $662K | 3.8% | |
| Mutual of America | Other securities | — | — | $615K | 3.5% | |
| Mutual of America | Other securities | — | — | $610K | 3.5% | |
| Mutual of America | Other securities | — | — | $454K | 2.6% | |
| Mutual of America | Other securities | — | — | $403K | 2.3% | |
| Mutual of America | Other securities | — | — | $374K | 2.1% | |
| Mutual of America | Other securities | — | — | $314K | 1.8% | |
| Mutual of America | Other securities | — | — | $302K | 1.7% | |
| Mutual of America | Other securities | — | — | $287K | 1.6% | |
| Mutual of America | Other securities | — | — | $253K | 1.4% | |
| Mutual of America | Other securities | — | — | $250K | 1.4% | |
| Mutual of America | Other securities | — | — | $211K | 1.2% | |
| Mutual of America | Other securities | — | — | $171K | 1.0% | |
| Mutual of America | Other securities | — | — | $165K | 0.9% | |
| Mutual of America | Other securities | — | — | $142K | 0.8% | |
| Mutual of America | Other securities | — | — | $141K | 0.8% | |
| Notes receivable from participants, bearing interest at 5.85% with maturity dates through 2029 | Bonds / Notes | — | — | $131K | 0.7% | |
| Mutual of America | Other securities | — | — | $126K | 0.7% | |
| Mutual of America | Other securities | — | — | $100K | 0.6% | |
| Mutual of America | Other securities | — | — | $92K | 0.5% | |
| Mutual of America | Other securities | — | — | $88K | 0.5% | |
| Mutual of America | Other securities | — | — | $88K | 0.5% | |
| Mutual of America | Other securities | — | — | $77K | 0.4% | |
| Mutual of America | Other securities | — | — | $50K | 0.3% | |
| Mutual of America | Other securities | — | — | $44K | 0.3% | |
| Mutual of America | Other securities | — | — | $39K | 0.2% | |
| Mutual of America | Other securities | — | — | $32K | 0.2% | |
| Mutual of America | Other securities | — | — | $28K | 0.2% | |
| Mutual of America | Other securities | — | — | $26K | 0.2% | |
| Mutual of America | Other securities | — | — | $22K | 0.1% | |
| Mutual of America | Other securities | — | — | $17K | <0.1% | |
| Mutual of America | Other securities | — | — | $16K | <0.1% | |
| Mutual of America | Other securities | — | — | $9K | <0.1% | |
| Mutual of America | Other securities | — | — | $7K | <0.1% | |
| Mutual of America | Other securities | — | — | $7K | <0.1% | |
| Mutual of America | Other securities | — | — | $5K | <0.1% | |
| Mutual of America | Other securities | — | — | $2K | <0.1% | |
| Mutual of America | Other securities | — | — | $2K | <0.1% | |
| Mutual of America | Other securities | — | — | $934 | <0.1% |
