Haley Payne signed Operation Kindness' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operation Kindness' EIN is 75-1553350.
Download the official 2024 Form 5500 (PDF) for Operation Kindness from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operation Kindness' plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
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.
| PI | % 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 | Pooled Separate Accounts | — | — | $305K | 14.3% | |
| MoA Aggressive Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $265K | 12.5% | |
| Mutual of America Interest Accumulation Account Pooled separate account | Pooled Separate Accounts | — | — | $220K | 10.4% | |
| MoA Clear Passage 2045 Fund Pooled separate account | Pooled Separate Accounts | — | — | $197K | 9.3% | |
| MoA Mid Cap Equity Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $131K | 6.1% | |
| MoA Core Bond Fund Pooled separate account ** 476 * MoA Equity Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $122K | 5.8% | |
| MoA Clear Passage 2060 Fund Pooled separate account | Pooled Separate Accounts | — | — | $103K | 4.9% | |
| MoA Clear Passage 2050 Fund Pooled separate account | Pooled Separate Accounts | — | — | $99K | 4.6% | |
| MoA Clear Passage 2065 Fund Pooled separate account | Pooled Separate Accounts | — | — | $70K | 3.3% | |
| Fidelity VIP Contrafund Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $68K | 3.2% | |
| MoA Clear Passage 2020 Fund Pooled separate account | Pooled Separate Accounts | — | — | $61K | 2.9% | |
| MoA Retirement Income Fund Pooled separate account | Pooled Separate Accounts | — | — | $48K | 2.3% | |
| DWS Capital Growth VIP Pooled separate account | Pooled Separate Accounts | — | — | $42K | 2.0% | |
| T. Rowe Price Blue Chip Growth Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $40K | 1.9% | |
| MoA Money Market Fund Money Market Funds | Cash / Money Market | — | — | $37K | 1.8% | |
| American Century Investments VP Capital Appreciati Pooled separate account | Pooled Separate Accounts | — | — | $30K | 1.4% | |
| MoA Intermediate Bond Fund Pooled separate account | Pooled Separate Accounts | — | — | $28K | 1.3% | |
| Vanguard VIF Total Bond Market Index Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $28K | 1.3% | |
| MoA Small Cap Equity Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $27K | 1.3% | |
| Vanguard VIF International Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $26K | 1.2% | |
| MoA Conservative Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $25K | 1.2% | |
| MoA International Fund Pooled separate account | Pooled Separate Accounts | — | — | $24K | 1.1% | |
| MoA Clear Passage 2055 Fund Pooled separate account | Pooled Separate Accounts | — | — | $23K | 1.1% | |
| MoA Moderate Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $18K | 0.8% | |
| Vanguard VIF Real Estate Index Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $15K | 0.7% | |
| Vanguard VIF Diversified Value Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $14K | 0.6% | |
| MoA Mid Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $11K | 0.5% | |
| American Funds Insurance Series New World Fund Pooled separate account | Pooled Separate Accounts | — | — | $10K | 0.5% | |
| MoA Clear Passage 2030 Fund Pooled separate account | Pooled Separate Accounts | — | — | $8K | 0.4% | |
| MoA Clear Passage 2025 Fund Pooled separate account | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| MoA Clear Passage 2035 Fund Pooled separate account | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| Fidelity VIP Mid Cap Portfolio Pooled separate account ** 186 * Goldman Sachs VIT US Equity Insights Fund Pooled separate account | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| MoA All America Fund Pooled separate account | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| MoA Small Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| MoA Small Cap Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | 0.2% | |
| Fidelity VIP Equity-Income Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
