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Original filing (PDF)20251015164155NAL0002764755001
NUECES COUNTY COMMUNITY ACTION AGENCY
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF NUECES COUNTY COMMUNITY ACTION AGENCY
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
192
Accounts w/ balance
282
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUECES COUNTY COMMUNITY ACTION AGENCY.
Plan sponsor
Name
NUECES COUNTY COMMUNITY ACTION AGENCY
EIN
74-1495127
Address
101 S PADRE ISLAND DR · CORPUS CHRISTI, TX · 784054102
Phone
(361) 883-7201
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PARK FOWLER & CO., PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $7K | — |
Investments
41 direct securities · 1 pooled fund· $11.9M(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
$6.5M
41 holdings
Pooled Separate Account
$5.3M
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 | — | — | $5.3M | 81.3% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $1.1M | 17.4% | |
| Mutual of America Interest Accumulation Account | — | — | — | $1.1M | 17.2% | |
| Mutual of America Clear Passage 2030 Fund | — | — | — | $699K | 10.6% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $492K | 7.5% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $408K | 6.2% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $361K | 5.5% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $329K | 5.0% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $248K | 3.8% | |
| DWS Capital Growth VIP Fund | — | — | — | $230K | 3.5% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $218K | 3.3% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $207K | 3.2% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $201K | 3.1% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $157K | 2.4% | |
| Fidelity VIP Mid Cap Portfolio | — | — | — | $155K | 2.4% | |
| Mutual of America Equity Index Fund | — | — | — | $117K | 1.8% | |
| Mutual of America Clear Passage 2065 Fund | — | — | — | $81K | 1.2% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $66K | 1.0% | |
| Notes Receivable from Participants | — | — | — | $60K | 0.9% | |
| Invesco V.I. Main Street Fund | — | — | — | $56K | 0.9% | |
| Mutual of America Core Bond Fund | — | — | — | $36K | 0.5% | |
| American Century Investments VP Capital Appreciation Fund | — | — | — | $23K | 0.4% | |
| Vanguard VIF International Portfolio | — | — | — | $18K | 0.3% | |
| Vanguard VIF Real Estate Index Portfolio | — | — | — | $16K | 0.2% | |
| Mutual of America Intermediate Bond Fund | — | — | — | $15K | 0.2% | |
| Mutual of America Balanced Fund | — | — | — | $13K | 0.2% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $11K | 0.2% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $9K | 0.1% | |
| Calvert VP SRI Balanced Portfolio | — | — | — | $4K | <0.1% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $4K | <0.1% | |
| Vanguard VIF Diversified Value Portfolio | — | — | — | $4K | <0.1% | |
| Mutual of America Small Cap Value Fund | — | — | — | $4K | <0.1% | |
| Mutual of America International Fund | — | — | — | $4K | <0.1% | |
| Mutual of America Mid Cap Equity Index Fund | — | — | — | $4K | <0.1% | |
| Mutual of America Clear Passage 2015 Fund | — | — | — | $3K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $2K | <0.1% | |
| Fidelity VIP Equity-Income Portfolio | — | — | — | $1K | <0.1% | |
| American Funds Insurance Series New World Fund | — | — | — | $948 | <0.1% | |
| Mutual of America Money Market Fund | — | — | — | $870 | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio | — | — | — | $134 | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $88 | <0.1% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $19 | <0.1% |
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