Original filing (PDF)20251014094834NAL0005337362003

AREA AGENCY ON AGING OF WESTERN ARKANSAS

Name: AREA AGENCY ON AGING OF WESTERN ARKANSAS — AREA AGENCY ON AGING OF WESTERN ARKANSAS, INC 403(B) PLAN, Form 5500 (2024)
Creator: AREA AGENCY ON AGING OF WESTERN ARKANSAS

Form 5500

FILING_RECEIVED

AREA AGENCY ON AGING OF WESTERN ARKANSAS, INC 403(B) PLAN

403(b) retirement plan

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

141

Accounts w/ balance

165

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

How this plan invests

This plan

20 pooled trusts

Schedule D

467 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (12% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AREA AGENCY ON AGING OF WESTERN ARKANSAS.

Plan sponsor

Name

AREA AGENCY ON AGING OF WESTERN ARKANSAS

EIN

71-0523556

Address

3600 WHEELER AVENUE SUITE 2 · FORT SMITH, AR · 729016621

Phone

(479) 783-4500

Industry

Health Care & Social Assistancesee all

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

LANDMARK PLC, CERTIFIED PUBLIC ACCO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA LIFE INSURANCE CO	—	NEW YORK, NY	INSURANCE CARRIER	$2K	—

Investments

467 direct securities · 20 pooled funds· $148K(12% of reported assets)

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.

Pooled Separate Account

$81K

20 holdings

Other securities

$40K

373 holdings

Mutual Funds

$13K

18 holdings

Common Collective Trusts

$10K

19 holdings

Cash / Money Market

$4K

34 holdings

Bonds / Notes

$395

15 holdings

U.S. Treasuries

$37

8 holdings

					% of plan
MUTUAL OF AMERICA RETIREMENT INCOME MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$18K	1.5%
MUTUAL OF AMERICA EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$18K	1.5%
AMERICAN CENTURY VP CAPITAL APPREIC MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$14K	1.2%
MUTUAL OF AMERICA 2040 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$5K	0.4%
FIDELITY INVESTMENTS VIP CONTRAFUND MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$5K	0.4%
MUTUAL OF AMERICA 2025 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$3K	0.3%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$3K	0.2%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$3K	0.2%
VANGUARD VIF DIVERSIFIED VALUE PORT MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$3K	0.2%
MUTUAL OF AMERICA CONSERVATIVE ALLO MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2K	0.2%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$2K	0.2%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Common Collective Trusts	—	—	$2K	0.2%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Common Collective Trusts	—	—	$2K	0.2%
MUTUAL OF AMERICA 2045 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2K	0.2%
T ROWE PRICE BLUE CHIP GROWTH PORTF MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2K	0.2%
VANGUARD VIF INTERNATIONAL MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2K	0.2%
FIDELITY INVESTMENTS VIP ASSET MANA MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2K	0.2%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Common Collective Trusts	—	—	$2K	0.1%
MUTUAL OF AMERICA 2035 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$2K	0.1%
MUTUAL OF AMERICA 2055 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$1K	0.1%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$1K	<0.1%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$1K	<0.1%
Fidelity Advisor New Insights Z	Other securities	—	—	$1K	<0.1%
MUTUAL OF AMERICA 2030 RETIREMENT F MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$1K	<0.1%
Fidelity Advisor New Insights Z	Other securities	—	—	$1K	<0.1%
Mutual of America Mid-Cap Equity Index Fund	Other securities	—	—	$1K	<0.1%
Mutual of America Mid-Cap Equity Index Fund	Other securities	—	—	$1K	<0.1%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$903	<0.1%
Fidelity Advisor New Insights Z	Other securities	—	—	$883	<0.1%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$869	<0.1%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$853	<0.1%
Mutual of America Mid-Cap Equity Index Fund	Other securities	—	—	$824	<0.1%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$771	<0.1%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$728	<0.1%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$681	<0.1%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Common Collective Trusts	—	—	$594	<0.1%
AMERICAN FUNDS INSURANCE SERIES NEW MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$570	<0.1%
Mutual of America All America Fund	Other securities	—	—	$564	<0.1%
Collective Trust Funds Invesco Stable Value Trust - Class A1	Common Collective Trusts	—	—	$561	<0.1%
MUTUAL OF AMERICA SMALL CAP GROWTH MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$556	<0.1%
American Century Heritage Fund R6 Class	Other securities	—	—	$551	<0.1%
American Century Heritage Fund R6 Class	Other securities	—	—	$541	<0.1%
Vanguard Treasury Money Market Fund Investor	Cash / Money Market	—	—	$538	<0.1%
Vanguard Treasury Money Market Fund Investor	Cash / Money Market	—	—	$528	<0.1%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$505	<0.1%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$443	<0.1%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$441	<0.1%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$435	<0.1%
American Century Heritage Fund R6 Class	Other securities	—	—	$432	<0.1%
Mutual of America Small Cap Value Fund	Other securities	—	—	$423	<0.1%