How big is Alliance for Aging, Inc.'s plan?

Alliance for Aging, Inc.'s plan reported $8.1M in assets and 83 participants for 2024.

Original filing (PDF)20251003104921NAL0000763507001

Alliance for Aging, Inc.

Name: Alliance for Aging, Inc. — Safe-Harbor 401(K Profit, Form 5500 (2024)
Creator: Alliance for Aging, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc.

Defined-contribution retirement plan · Alliance for Aging, Inc.'s Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. held $8.1M in plan assets for 83 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Tony Coombs signed Alliance for Aging, Inc.'s 2024 Form 5500 as plan administrator.

Tony Coombs — 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

Alliance for Aging, Inc.'s EIN is 65-0101947.

EIN 65-0101947

Plan number 001

Plan year 2024

ACK ID 20251003104921NAL0000763507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alliance for Aging, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

ALLIANCE FOR AGING, INC.

EIN

all filings

Address

760 NW 107TH AVE STE 214 · MIAMI, FL · 331723155

Phone

(305) 670-6500

Industry

Other Services (ex. Public Admin)

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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

46 direct securities · 1 pooled fund· $15.6M(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

$7.4M

1 holding

Pooled Separate Accounts

$7.4M

44 holdings

Other securities

$649K

1 holding

Bonds / Notes

$22K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$7.4M	91.7%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$769K	9.5%
MoA Interest Accumulation Account General Account	Other securities	—	—	$649K	8.0%
Calvert VP SRI Balanced Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$639K	7.9%
MoA Clear Passage 2030 Pooled Separate Account	Pooled Separate Accounts	—	—	$541K	6.7%
MOA Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$514K	6.3%
Fidelity VIP Equity Income Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$420K	5.2%
MoA Clear Passage 2045 Pooled Separate Account	Pooled Separate Accounts	—	—	$405K	5.0%
Fidelity VIP Contrafund Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$382K	4.7%
Fidelity VIP Mid Cap Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$368K	4.5%
MoA Conservative Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$337K	4.2%
DWS Capital Growth VIP Pooled Separate Account	Pooled Separate Accounts	—	—	$307K	3.8%
MoA Clear Passage 2025 Pooled Separate Account	Pooled Separate Accounts	—	—	$267K	3.3%
Moa Small Cap Growth Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$203K	2.5%
Delaware VIP Small Cap Value Pooled Separate Account	Pooled Separate Accounts	—	—	$195K	2.4%
MoA Clear Passage 2055 Pooled Separate Account	Pooled Separate Accounts	—	—	$190K	2.3%
MoA Clear Passage 2040 Pooled Separate Account	Pooled Separate Accounts	—	—	$184K	2.3%
MoA Balanced Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$178K	2.2%
MoA Aggressive Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$168K	2.1%
T. Rowe Price Blue Chip Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$164K	2.0%
MoA Clear Passage 2035 Pooled Separate Account	Pooled Separate Accounts	—	—	$143K	1.8%
MoA Clear Passage 2050 Pooled Separate Account	Pooled Separate Accounts	—	—	$117K	1.4%
MoA Moderate Allocation Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$106K	1.3%
Vanguard VIF Total Bond Mrket Index Pooled Separate Account	Pooled Separate Accounts	—	—	$96K	1.2%
MoA Retirement Income Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$96K	1.2%
Vanguard VIF Intl Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$82K	1.0%
MoA Clear Passage 2015 Pooled Separate Account	Pooled Separate Accounts	—	—	$71K	0.9%
MoA Small Cap Value Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$69K	0.8%
MoA Clear Passage 2060 Pooled Separate Account	Pooled Separate Accounts	—	—	$64K	0.8%
MOA All America Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	0.6%
Fidelity VIP Asset Manager Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$42K	0.5%
American Century Investments VP Capital Appreciaiton Pooled Separate Account	Pooled Separate Accounts	—	—	$37K	0.5%
MoA Clear Passage 2065 Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	0.4%
MoA Mid Cap Equity Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$35K	0.4%
Goldman Sachs VIT US Equity Insights Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$31K	0.4%
Participant loans Interest rate 4.25% to 9.5%	Bonds / Notes	—	—	$22K	0.3%
MoA Money Market Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$20K	0.2%
MoA Core Bond Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	0.2%
MoA Mid Cap Value Fund ER SafeHorbor Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.2%
Invesco V.I. Main Street Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.2%
MoA Clear Passage 2020 Pooled Separate Account	Pooled Separate Accounts	—	—	$17K	0.2%
Vanguard VIF Real Estate Index Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$12K	0.2%
American Funds Insurance Series New World Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.1%
Goldman Sachs VIT Small Cap Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.1%
PIMCO VIT Real Return Portfolio Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.1%
MoA Intermediate Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
MoA International Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%