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Original filing (PDF)20251014100444NAL0001201395001
BIG FIVE COMMUNITY SERVICES, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF BIG FIVE COMMUNITY SERVICES, INC.
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
92
Accounts w/ balance
162
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding ". GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account" is 32% of plan.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIG FIVE COMMUNITY SERVICES, INC..
Plan sponsor
Name
BIG FIVE COMMUNITY SERVICES, INC.
EIN
73-0928419
Address
1502 N 1ST AVE · DURANT, OK · 747012814
Phone
(580) 924-5331
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LANDMARK PLC CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $1K | — |
Investments
39 direct securities · 1 pooled fund· $9.8M(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
$5.9M
39 holdings
Pooled Separate Account
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $4.0M | 67.8% | |
| . GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account | — | — | — | $1.9M | 32.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $846K | 14.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $510K | 8.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $439K | 7.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $419K | 7.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $285K | 4.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio 733 . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio | — | — | — | $228K | 3.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $184K | 3.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $137K | 2.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $130K | 2.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $114K | 1.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP | — | — | — | $99K | 1.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $94K | 1.6% | |
| Plan Number: 002 . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio | — | — | — | $67K | 1.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund | — | — | — | $54K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series 615 . GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio 350 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund | — | — | — | $53K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund | — | — | — | $51K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund | — | — | — | $27K | 0.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund 703 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund | — | — | — | $25K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio | — | — | — | $24K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund | — | — | — | $23K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund | — | — | — | $20K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $18K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA US Government Money Market Fund | — | — | — | $15K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund | — | — | — | $15K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund | — | — | — | $11K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio | — | — | — | $10K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund 289 . GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund | — | — | — | $10K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund | — | — | — | $10K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio | — | — | — | $9K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio | — | — | — | $8K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio 172 . GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio | — | — | — | $7K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund | — | — | — | $7K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $6K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund | — | — | — | $5K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $5K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund | — | — | — | $3K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund | — | — | — | $3K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Victory RS Small Cap Growth Equity VIP Series | — | — | — | $2K | <0.1% |
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