How big is Lift Community Action Agency, Inc.'s plan?

Lift Community Action Agency, Inc.'s plan reported $11.3M in assets and 245 participants for 2024.

Original filing (PDF)20260120094933NAL0003053153001

Lift Community Action Agency, Inc.

Name: Lift Community Action Agency, Inc. — Lift 403(b), Form 5500 (2024)
Creator: Lift Community Action Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lift 403(b) Plan

403(b) retirement plan · Lift Community Action Agency, Inc.'s Lift 403(b) Plan held $11.3M in plan assets for 245 participants in 2024, with Empower as recordkeeper.

Signals · 1

16% employer stock

Active participants

245

Accounts w/ balance

309

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Sarah Roberts signed Lift Community Action Agency, Inc.'s 2024 Form 5500 as plan administrator.

Sarah Roberts — 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

Lift Community Action Agency, Inc.'s EIN is 73-0772321.

EIN 73-0772321

Plan number 002

Plan year 2024

ACK ID 20260120094933NAL0003053153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lift Community Action Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lift Community Action Agency, Inc.'s plan includes 403(b) custodial accounts, a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

24 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

LIFT COMMUNITY ACTION AGENCY, INC.

EIN

all filings

Address

209 NORTH 4TH · HUGO, OK · 74743

Phone

(580) 326-3351

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-01-20

Pension benefit codes

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

FINLEY & COOK, PLLC

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVEST. MGMT	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities· $11.2M(100% of reported assets)

Mutual Funds

$4.8M

17 holdings

Common Collective Trusts

$2.4M

2 holdings

Other securities

$2.2M

4 holdings

Common Stocks

$1.8M

1 holding

					% of plan
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$1.9M	16.9%
Empower Annuity Insurance Company	Common Stocks	—	—	$1.8M	16.1%
Fidelity Advisor Total Bond I	Mutual Funds	—	—	$1.2M	10.5%
Vanguard Interim-Term Bond Index ADM	Mutual Funds	—	—	$970K	8.6%
Vanguard Small Cap Index ADM	Mutual Funds	—	—	$806K	7.2%
AB Large Cap Growth Z	Other securities	—	—	$712K	6.3%
Columbia Dividend Income Instl 3	Other securities	—	—	$566K	5.0%
Fidelity Freedom Index 2025 Instl Prem	Mutual Funds	—	—	$511K	4.5%
Hartford Intel Opportunities Y	Other securities	—	—	$485K	4.3%
Vanguard Mid Cap Index Fund Admiral	Common Collective Trusts	—	—	$454K	4.0%
Notes receivable from participants	Other securities	—	—	$442K	3.9%
Vanguard Developed Markets Index ADM	Mutual Funds	—	—	$341K	3.0%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$174K	1.5%
Fidelity Freedom Index 2035 Instl Prem	Mutual Funds	—	—	$142K	1.3%
Fidelity Freedom Index 2050 Instl Prem	Mutual Funds	—	—	$128K	1.1%
American Funds New World R6	Mutual Funds	—	—	$127K	1.1%
Fidelity Freedom Index 2055 Instl Prem	Mutual Funds	—	—	$94K	0.8%
Fidelity Freedom Index 2030 Instl Prem	Mutual Funds	—	—	$78K	0.7%
Fidelity Freedom Index Income Instl Prem	Mutual Funds	—	—	$72K	0.6%
Fidelity Freedom Index 2040 Instl Prem	Mutual Funds	—	—	$62K	0.6%
Fidelity Freedom Index 2060 Instl Prem	Mutual Funds	—	—	$56K	0.5%
Fidelity Freedom Index 2065 Instl Prem	Mutual Funds	—	—	$53K	0.5%
Fidelity Freedom Index 2045 Instl Prem	Mutual Funds	—	—	$45K	0.4%
Fidelity Freedom Index 2020 Instl Prem	Mutual Funds	—	—	$771	<0.1%