Original filing (PDF)20251114144601NAL0004619728001

COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Name: COMMUNITY ACTION CORPORATION OF SOUTH TEXAS — EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS, Form 5500 (2024)
Creator: COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Form 5500

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

Defined-contribution retirement plan

Signals · 1

97% employer stock

Active participants

629

Accounts w/ balance

925

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY ACTION CORPORATION OF SOUTH TEXAS.

Plan sponsor

Name

COMMUNITY ACTION CORPORATION OF SOUTH TEXAS

EIN

74-1679824

Address

204 E 1ST ST · ALICE, TX · 783324822

Phone

(361) 664-0145

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ROOT, SPITZNAS & SMILEY, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$14K	—

Investments

44 direct securities · 1 pooled fund· $36.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stock

$18.3M

42 holdings

Pooled Separate Account

$18.0M

1 holding

Participant loans

$630K

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$18.0M	95.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$2.6M	13.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$2.5M	13.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$1.8M	9.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$1.6M	8.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$1.5M	8.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$1.5M	7.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$966K	5.1%
. GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$915K	4.8%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$630K	3.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$576K	3.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$520K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$506K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Common Stock	—	—	$350K	1.8%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$343K	1.8%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Common Stock	—	—	$331K	1.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stock	—	—	$326K	1.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$323K	1.7%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Common Stock	—	—	$305K	1.6%
Plan Number: 001 . GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$301K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$142K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$128K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$128K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$127K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$96K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$91K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$81K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$42K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$27K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$22K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Deemed Loan Fund	Common Stock	—	—	$20K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Common Stock	—	—	$12K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Common Stock	—	—	$7K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stock	—	—	$5K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund 266 . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stock	—	—	$5K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stock	—	—	$4K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund 362 . GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stock	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Common Stock	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Delaware VIP Small Cap Value Series	Common Stock	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund	Common Stock	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Common Stock	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio	Common Stock	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Common Stock	—	—	$1K	<0.1%