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Original filing (PDF)20251002145618NAL0000411331001
UNITED COMMUNITY ACTION PROGRAM, INC.
Form 5500
FILING_RECEIVED
UNITED COMMUNITY ACTION PROGRAM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
282
Accounts w/ balance
15
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 5% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED COMMUNITY ACTION PROGRAM, INC..
Plan sponsor
Name
UNITED COMMUNITY ACTION PROGRAM, INC.
EIN
73-0777705
Address
501 6TH STREET · PAWNEE, OK · 740582542
Phone
(918) 762-3041
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LANDMARK CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $49K | — |
Investments
17 direct securities · 1 pooled fund· $8.7M(100% 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.
Uncategorized
$8.7M
17 holdings
Common Collective Trust
$808
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Life Insurance Company American Funds 2030 Target Date Retirement Fund N/A | — | — | — | $2.0M | 23.3% | |
| John Hancock Life Insurance Company American Funds 2025 Target Date Retirement Fund N/A | — | — | — | $1.4M | 16.5% | |
| John Hancock Life Insurance Company American Funds 2045 Target Date Retirement Fund N/A | — | — | — | $972K | 11.2% | |
| John Hancock Life Insurance Company American Funds 2035 Target Date Retirement Fund N/A | — | — | — | $936K | 10.8% | |
| John Hancock Life Insurance Company American Funds 2040 Target Date Retirement Fund N/A | — | — | — | $922K | 10.6% | |
| John Hancock Life Insurance Company American Funds 2050 Target Date Retirement Fund N/A | — | — | — | $695K | 8.0% | |
| John Hancock Life Insurance Company DFA Inflation-Protect Secs I N/A 37 * John Hancock Life Insurance Company Vanguard Total Bond Market Index Adm N/A 453 * John Hancock Life Insurance Company American Funds 2010 Target Date Retirement Fund N/A | — | — | — | $598K | 6.9% | |
| John Hancock Life Insurance Company American Funds 2020 Target Date Retirement Fund N/A | — | — | — | $468K | 5.4% | |
| John Hancock Life Insurance Company American Funds 2055 Target Date Retirement Fund N/A | — | — | — | $241K | 2.8% | |
| John Hancock Life Insurance Company American Funds 2015 Target Date Retirement Fund N/A | — | — | — | $179K | 2.1% | |
| John Hancock Life Insurance Company American Funds 2060 Target Date Retirement Fund N/A | — | — | — | $164K | 1.9% | |
| John Hancock Life Insurance Company American Funds 2065 Target Date Retirement Fund N/A | — | — | — | $40K | 0.5% | |
| John Hancock Life Insurance Company Fidelity 500 Index Fund N/A | — | — | — | $3K | <0.1% | |
| John Hancock Life Insurance Company JPMorgan U.S. Government Money Market Fund N/A | — | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Company American Funds - New Perspective Fund N/A 19 * John Hancock Life Insurance Company American Funds - New World Fund N/A 575 * John Hancock Life Insurance Company Fidelity International Index Fund N/A | — | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Company John Hancock Disciplined Value Mid Cap Fund N/A | — | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Company John Hancock Disciplined Value M N/A | — | — | — | $1K | <0.1% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $808 | <0.1% |