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Original filing (PDF)20251015160212NAL0005067297001
OPERATION KINDNESS
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS
401(k) retirement plan
Active participants
189
Accounts w/ balance
250
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATION KINDNESS.
Plan sponsor
Name
OPERATION KINDNESS
EIN
75-1553350
Address
3201 EARHART DR · CARROLLTON, TX · 750065025
Phone
(972) 418-7297
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
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
36 direct securities · 1 pooled fund· $4.0M(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
$2.1M
36 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $1.9M | 89.6% | |
| MoA Clear Passage 2040 Fund Pooled separate account | — | — | — | $305K | 14.3% | |
| MoA Aggressive Allocation Fund Pooled separate account | — | — | — | $265K | 12.5% | |
| Mutual of America Interest Accumulation Account Pooled separate account | — | — | — | $220K | 10.4% | |
| MoA Clear Passage 2045 Fund Pooled separate account | — | — | — | $197K | 9.3% | |
| MoA Mid Cap Equity Index Fund Pooled separate account | — | — | — | $131K | 6.1% | |
| MoA Core Bond Fund Pooled separate account ** 476 * MoA Equity Index Fund Pooled separate account | — | — | — | $122K | 5.8% | |
| MoA Clear Passage 2060 Fund Pooled separate account | — | — | — | $103K | 4.9% | |
| MoA Clear Passage 2050 Fund Pooled separate account | — | — | — | $99K | 4.6% | |
| MoA Clear Passage 2065 Fund Pooled separate account | — | — | — | $70K | 3.3% | |
| Fidelity VIP Contrafund Portfolio Pooled separate account | — | — | — | $68K | 3.2% | |
| MoA Clear Passage 2020 Fund Pooled separate account | — | — | — | $61K | 2.9% | |
| MoA Retirement Income Fund Pooled separate account | — | — | — | $48K | 2.3% | |
| DWS Capital Growth VIP Pooled separate account | — | — | — | $42K | 2.0% | |
| T. Rowe Price Blue Chip Growth Portfolio Pooled separate account | — | — | — | $40K | 1.9% | |
| MoA Money Market Fund Money Market Funds | — | — | — | $37K | 1.8% | |
| American Century Investments VP Capital Appreciati Pooled separate account | — | — | — | $30K | 1.4% | |
| MoA Intermediate Bond Fund Pooled separate account | — | — | — | $28K | 1.3% | |
| Vanguard VIF Total Bond Market Index Portfolio Pooled separate account | — | — | — | $28K | 1.3% | |
| MoA Small Cap Equity Index Fund Pooled separate account | — | — | — | $27K | 1.3% | |
| Vanguard VIF International Portfolio Pooled separate account | — | — | — | $26K | 1.2% | |
| MoA Conservative Allocation Fund Pooled separate account | — | — | — | $25K | 1.2% | |
| MoA International Fund Pooled separate account | — | — | — | $24K | 1.1% | |
| MoA Clear Passage 2055 Fund Pooled separate account | — | — | — | $23K | 1.1% | |
| MoA Moderate Allocation Fund Pooled separate account | — | — | — | $18K | 0.8% | |
| Vanguard VIF Real Estate Index Portfolio Pooled separate account | — | — | — | $15K | 0.7% | |
| Vanguard VIF Diversified Value Portfolio Pooled separate account | — | — | — | $14K | 0.6% | |
| MoA Mid Cap Value Fund Pooled separate account | — | — | — | $11K | 0.5% | |
| American Funds Insurance Series New World Fund Pooled separate account | — | — | — | $10K | 0.5% | |
| MoA Clear Passage 2030 Fund Pooled separate account | — | — | — | $8K | 0.4% | |
| MoA Clear Passage 2025 Fund Pooled separate account | — | — | — | $5K | 0.2% | |
| MoA Clear Passage 2035 Fund Pooled separate account | — | — | — | $5K | 0.2% | |
| Fidelity VIP Mid Cap Portfolio Pooled separate account ** 186 * Goldman Sachs VIT US Equity Insights Fund Pooled separate account | — | — | — | $5K | 0.2% | |
| MoA All America Fund Pooled separate account | — | — | — | $5K | 0.2% | |
| MoA Small Cap Value Fund Pooled separate account | — | — | — | $4K | 0.2% | |
| MoA Small Cap Growth Fund Pooled separate account | — | — | — | $3K | 0.2% | |
| Fidelity VIP Equity-Income Portfolio Pooled separate account | — | — | — | $2K | <0.1% |
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