SUZI Fletcher signed Community Action Development Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Action Development Corporation's EIN is 73-0775241.
Download the official 2023 Form 5500 (PDF) for Community Action Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Action Development Corporation's plan includes ERISA 404(c) participant direction, 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 | INSURANCE CARRIER | $1K | — |
| NEW YORK LIFE INSURANCE CO | 13-5582869 | NEW YORK CITY, NY | INSURANCE CARRIER | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| NEW YORK LIFE INSURANCE CO | INFORMATION ON INDIRECT COMPENSATION |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $2.8M | 68.4% | |
| Mutual of America Interest Accumulation Account N/A | Other securities | — | — | $991K | 24.2% | |
| Fidelity Investments VIP Contrafund Portfolio N/A | Mutual Funds | — | — | $521K | 12.7% | |
| Mutual of America Clear Passage 2025 Fund N/A | Other securities | — | — | $260K | 6.3% | |
| American Century VP Capital Appreciation Fund N/A | Other securities | — | — | $227K | 5.5% | |
| Vanguard VIF Diversified Value Portfolio N/A | Mutual Funds | — | — | $225K | 5.5% | |
| Mutual of America Equity Index Fund N/A | Common Collective Trusts | — | — | $204K | 5.0% | |
| Mutual of America Clear Passage 2045 Fund N/A | Other securities | — | — | $182K | 4.4% | |
| Mutual of America Mid-Cap Value Fund N/A | Other securities | — | — | $170K | 4.1% | |
| Mutual of America Clear Passage 2040 Fund N/A | Other securities | — | — | $141K | 3.4% | |
| Mutual of America Moderate Allocation Fund N/A | Other securities | — | — | $128K | 3.1% | |
| Mutual of America Clear Passage 2030 Fund N/A | Other securities | — | — | $124K | 3.0% | |
| SEPARATE ACCOUNT NEW YORK LIFE INSURANCE COMPANT · EIN 13-5582869 / PN 000 | Pooled Separate Account | — | — | $119K | 2.9% | |
| Mutual of America Participant Loans @ 4.6% -5.85% -0- | Bonds / Notes | — | — | $101K | 2.5% | |
| Mutual of America Small Cap Value Fund N/A | Other securities | — | — | $86K | 2.1% | |
| Mutual of America Core Bond Fund N/A | Other securities | — | — | $85K | 2.1% | |
| Mutual of America Small Cap Growth Fund N/A | Other securities | — | — | $79K | 1.9% | |
| Mutual of America Conservative Allocation Fund N/A | Other securities | — | — | $77K | 1.9% | |
| New York Life Fixed Interest Account N/A | Other securities | — | — | $74K | 1.8% | |
| Calvert VP SRI Balanced Portfolio N/A | Other securities | — | — | $60K | 1.5% | |
| Fidelity Investments VIP Equity-Income Portfolio N/A | Mutual Funds | — | — | $48K | 1.2% | |
| Mutual of America Balanced Fund N/A | Other securities | — | — | $30K | 0.7% | |
| Mutual of America Money Market Fund N/A | Cash / Money Market | — | — | $25K | 0.6% | |
| MainStay VP MacKay Growth Fund N/A | Other securities | — | — | $24K | 0.6% | |
| MainStay VP MacKay S&P 500 Index Fund N/A | Common Collective Trusts | — | — | $22K | 0.5% | |
| Mutual of America Clear Passage 2035 Fund N/A | Other securities | — | — | $21K | 0.5% | |
| Mutual of America Clear Passage 2050 Fund N/A | Other securities | — | — | $20K | 0.5% | |
| Mutual of America Clear Passage 2060 Fund N/A | Other securities | — | — | $19K | 0.5% | |
| MainStay VP Epoch US Equity Yield Portfolio N/A | Other securities | — | — | $18K | 0.4% | |
| Mutual of America Clear Passage 2065 Fund N/A 313 * Mutual of America All America Fund N/A | Other securities | — | — | $16K | 0.4% | |
| Mutual of America Aggressive Allocation Fund N/A | Other securities | — | — | $15K | 0.4% | |
| MainStay VP Eagle Small Cap Growth Port - Initial Class N/A 621 * New York Life Participant Loans @ 6.5% -0- | Bonds / Notes | — | — | $14K | 0.3% | |
| Vanguard VIF International Portfolio N/A | Mutual Funds | — | — | $11K | 0.3% | |
| T. Rowe Price Blue Chip Growth Portfolio N/A | Other securities | — | — | $9K | 0.2% | |
| Mutual of America Mid-Cap Equity Index Fund N/A | Common Collective Trusts | — | — | $7K | 0.2% | |
| Mutual of America Clear Passage 2055 Fund N/A | Other securities | — | — | $6K | 0.1% | |
| MainStay VP MacKay Common Stock Portfolio N/A 840 MainStay VP MacKay International Equity Fund N/A 320 MainStay VP MacKay High-Yield Corporate Bond Fund N/A | Common Stocks | — | — | $5K | 0.1% | |
| Mutual of America Clear Passage 2015 Fund N/A | Other securities | — | — | $4K | 0.1% | |
| MainStay VP Equity Allocation Fund N/A 820 MainStay VP BNY Mellon Natural Resources - Initial Class N/A 315 MainStay VP Janus Henderson Balanced Portfolio - Svc N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Mutual of America Clear Passage 2020 Fund N/A | Other securities | — | — | $4K | <0.1% | |
| MainStay VP MacKay Governmental Fund N/A | Other securities | — | — | $3K | <0.1% | |
| Fidelity Investments VIP Equity-Income Portfolio N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Janus Henderson Global Research Portfolio N/A | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio N/A | Mutual Funds | — | — | $2K | <0.1% | |
| MainStay VP Large Cap Growth Fund N/A | Other securities | — | — | $2K | <0.1% | |
| Fidelity Investments VIP Contrafund Portfolio N/A | Mutual Funds | — | — | $2K | <0.1% |
