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Original filing (PDF)20260120094933NAL0003053153001
LIFT COMMUNITY ACTION AGENCY, INC.
Form 5500
FILING_RECEIVED
LIFT 403B PLAN
403(b) retirement plan
Active participants
245
Accounts w/ balance
309
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
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 (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 109% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFT COMMUNITY ACTION AGENCY, INC..
Plan sponsor
Name
LIFT COMMUNITY ACTION AGENCY, INC.
EIN
73-0772321
Address
209 NORTH 4TH · HUGO, OK · 74743
Phone
(580) 326-3351
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
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
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | THIRD PARTY ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVEST. MGMT | $6K | — |
Investments
24 direct securities· $11.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $1.9M | 16.9% | |
| Empower Annuity Insurance Company | — | — | — | $1.8M | 16.1% | |
| Fidelity Advisor Total Bond I | — | — | — | $1.2M | 10.5% | |
| Vanguard Interim-Term Bond Index ADM | — | — | — | $970K | 8.6% | |
| Vanguard Small Cap Index ADM | — | — | — | $806K | 7.2% | |
| AB Large Cap Growth Z | — | — | — | $712K | 6.3% | |
| Columbia Dividend Income Instl 3 | — | — | — | $566K | 5.0% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $511K | 4.5% | |
| Hartford Intel Opportunities Y | — | — | — | $485K | 4.3% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $454K | 4.0% | |
| Notes receivable from participants | — | — | — | $442K | 3.9% | |
| Vanguard Developed Markets Index ADM | — | — | — | $341K | 3.0% | |
| Vanguard Real Estate Index Admiral | — | — | — | $174K | 1.5% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $142K | 1.3% | |
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $128K | 1.1% | |
| American Funds New World R6 | — | — | — | $127K | 1.1% | |
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $94K | 0.8% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $78K | 0.7% | |
| Fidelity Freedom Index Income Instl Prem | — | — | — | $72K | 0.6% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $62K | 0.6% | |
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $56K | 0.5% | |
| Fidelity Freedom Index 2065 Instl Prem | — | — | — | $53K | 0.5% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $45K | 0.4% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $771 | <0.1% |