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Original filing (PDF)20251009143819NAL0016371042004
PRESBYTERIAN MANOR, INC.
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PRESBYTERIAN MANOR
Defined-contribution retirement plan
Active participants
148
Accounts w/ balance
203
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESBYTERIAN MANOR, INC..
Plan sponsor
Name
PRESBYTERIAN MANOR, INC.
EIN
75-1522727
Address
4600 TAFT BLVD · WICHITA FALLS, TX · 763084935
Phone
(940) 691-1710
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREEMON, SHAPARD & STORY
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 | $3K | — |
Investments
34 direct securities · 1 pooled fund· $6.4M(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
$3.5M
34 holdings
Pooled Separate Account
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $2.9M | 82.9% | |
| Mutual of America Life Insurance Company Interest Accumulation Account | — | — | — | $573K | 16.4% | |
| Mutual of America Life Insurance Company Clear Passage 2050 | — | — | — | $541K | 15.5% | |
| Mutual of America Life Insurance Company Clear Passage 2045 | — | — | — | $282K | 8.1% | |
| Mutual of America Life Insurance Company Clear Passage 2030 | — | — | — | $271K | 7.8% | |
| Mutual of America Life Insurance Company Clear Passage 2035 | — | — | — | $209K | 6.0% | |
| Mutual of America Life Insurance Company Clear Passage 2025 | — | — | — | $195K | 5.6% | |
| Mutual of America Life Insurance Company Clear Passage 2015 576 * Mutual of America Life Insurance Company Clear Passage 2020 | — | — | — | $185K | 5.3% | |
| Mutual of America Life Insurance Company Clear Passage 2060 | — | — | — | $129K | 3.7% | |
| Mutual of America Life Insurance Company Clear Passage 2040 | — | — | — | $127K | 3.6% | |
| Mutual of America Life Insurance Company Mid-Cap Equity Index Fund | — | — | — | $92K | 2.6% | |
| American Century Investments VP Capital Appreciation Fund | — | — | — | $90K | 2.6% | |
| Invesco V.I. Main Street Fund | — | — | — | $86K | 2.5% | |
| Mutual of America Life Insurance Company Core Bond Fund | — | — | — | $86K | 2.4% | |
| Mutual of America Life Insurance Company Clear Passage 2055 | — | — | — | $84K | 2.4% | |
| Fidelity Investments VIP Contrafund Portfolio | — | — | — | $58K | 1.7% | |
| Fidelity Investments VIP Equity-Income Portfolio | — | — | — | $53K | 1.5% | |
| Mutual of America Life Insurance Company Balanced Fund 733 * Mutual of America Life Insurance Company Equity Index Fund | — | — | — | $53K | 1.5% | |
| Mutual of America Life Insurance Company Clear Passage 2065 | — | — | — | $53K | 1.5% | |
| DWS Investments Capital Growth VIP | — | — | — | $47K | 1.4% | |
| Mutual of America Life Insurance Company All America Fund | — | — | — | $45K | 1.3% | |
| Mutual of America Life Insurance Company Intermediate Bond Fund | — | — | — | $36K | 1.0% | |
| Calvert VP SRI Balanced Portfolio 90 * Vanguard VIF Diversified Value Portfolio | — | — | — | $34K | 1.0% | |
| Fidelity Investments VIP Mid Cap Portfolio | — | — | — | $21K | 0.6% | |
| Mutual of America Life Insurance Company Conservative Allocation Fund | — | — | — | $21K | 0.6% | |
| Vanguard VIF REIT Index Portfolio 420 * Vanguard Total Bond Mkt Index Portfolio 379 * Vanguard International Portfolio | — | — | — | $19K | 0.5% | |
| Mutual of America Life Insurance Company International Fund | — | — | — | $17K | 0.5% | |
| Mutual of America Life Insurance Company Moderate Allocation Fund | — | — | — | $12K | 0.3% | |
| Mutual of America Life Insurance Company Small Cap Growth Fund | — | — | — | $12K | 0.3% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $9K | 0.3% | |
| Mutual of America Life Insurance Company Small Cap Value Fund | — | — | — | $8K | 0.2% | |
| Mutual of America Life Insurance Company Mid Cap Value Fund | — | — | — | $7K | 0.2% | |
| Mutual of America Life Insurance Company Retirement Income Fund | — | — | — | $6K | 0.2% | |
| Mutual of America Life Insurance Company Small Cap Equity Index Fund | — | — | — | $3K | <0.1% | |
| Mutual of America Life Insurance Company Aggressive Allocation Fund | — | — | — | $2K | <0.1% |
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