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Original filing (PDF)20250415132920NAL0001512019001
COMMUNITY ACTION DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF COMMUNITY ACTION DEVELOPMENT CORPORATION
Defined-contribution retirement plan
Signals · 1
1 failed disclosure
Active participants
61
Accounts w/ balance
107
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION DEVELOPMENT CORPORATION.
Plan sponsor
Name
COMMUNITY ACTION DEVELOPMENT CORPORATION
EIN
73-0775241
Address
PO BOX 989 · FREDERICK, OK · 735420989
Phone
(580) 335-5588
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MICHAEL W GREEN, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInsurance
2| 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 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| NEW YORK LIFE INSURANCE CO | INFORMATION ON INDIRECT COMPENSATION |
Investments
2 pooled funds· $2.9M(71% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | $2.8M | 68.4% |
| SEPARATE ACCOUNT NEW YORK LIFE INSURANCE COMPANT · EIN 13-5582869 / PN 000 | Pooled Separate Account | $119K | 2.9% |
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