Original filing (PDF)20260302170138NAL0002197216001

COMMUNITY ACTION AGENCY OF SOU

Name: COMMUNITY ACTION AGENCY OF SOU — 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOUTHERN NEW MEXICO, Form 5500 (2024)
Creator: COMMUNITY ACTION AGENCY OF SOU

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOUTHERN NEW MEXICO

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade B

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION AGENCY OF SOU.

Plan sponsor

Name

COMMUNITY ACTION AGENCY OF SOU

EIN