Brittany Caffarelli signed Open Hearts' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Hearts' EIN is 86-0291956.
Download the official 2024 Form 5500 (PDF) for Open Hearts from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open Hearts' 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $2.7M | 96.6% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund | Common Stocks | — | — | $393K | 14.3% | |
| Mutual of America MoA Clear Passage 2050 Fund N/R | Other securities | — | — | $378K | 13.7% | |
| Mutual of America MoA Equity Index Fund N/R | Common Collective Trusts | — | — | $335K | 12.1% | |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio N/R | Other securities | — | — | $202K | 7.3% | |
| Appr * Mutual of America MoA Mid Cap Equity Index Fund N/R | Common Collective Trusts | — | — | $177K | 6.4% | |
| Mutual of America MoA Clear Passage 2055 Fund N/R | Other securities | — | — | $156K | 5.7% | |
| Mutual of America MoA Clear Passage 2035 Fund N/R | Other securities | — | — | $149K | 5.4% | |
| Mutual of America MoA Clear Passage 2045 Fund N/R | Other securities | — | — | $133K | 4.8% | |
| Mutual of America MoA Clear Passage 2060 Fund N/R | Other securities | — | — | $108K | 3.9% | |
| Mutual of America MoA Small Cap Value Fund N/R | Other securities | — | — | $89K | 3.2% | |
| Mutual of America MoA Moderate Allocation Fund N/R | Other securities | — | — | $79K | 2.9% | |
| Mutual of America MoA Clear Passage 2030 Fund N/R | Other securities | — | — | $61K | 2.2% | |
| Mutual of America MoA Clear Passage 2025 Fund N/R | Other securities | — | — | $54K | 2.0% | |
| . PARTICIPANT LOANS Mutual of America Loan Fund | Participant loans | — | — | $53K | 1.9% | |
| Participant Loans Interest rates: 4.25% - 9.25% $0 | Bonds / Notes | — | — | $51K | 1.8% | |
| Mutual of America MoA Clear Passage 2065 Fund N/R | Other securities | — | — | $47K | 1.7% | |
| General Account Interest Contract * Mutual of America Interest Accumulation Account N/R | Other securities | — | — | $42K | 1.5% | |
| Mutual of America MoA Retirement Income Fund N/R | Other securities | — | — | $42K | 1.5% | |
| Mutual of America MoA Aggressive Allocation Fund N/R | Other securities | — | — | $40K | 1.5% | |
| Mutual of America MoA Mid Cap Value Fund N/R | Other securities | — | — | $33K | 1.2% | |
| Mutual of America American Century Investments VP Capital N/R | Other securities | — | — | $29K | 1.0% | |
| Mutual of America Goldman Sachs VIT US Equity Insights Fund N/R | Other securities | — | — | $28K | 1.0% | |
| Mutual of America Invesco V.I. Main Street Fund N/R | Mutual Funds | — | — | $27K | 1.0% | |
| Mutual of America Vanguard VIF International Portfolio N/R | Mutual Funds | — | — | $22K | 0.8% | |
| Mutual of America MoA Core Bond Fund N/R | Other securities | — | — | $19K | 0.7% | |
| Mutual of America MoA Intermediate Bond Fund N/R | Other securities | — | — | $17K | 0.6% | |
| Mutual of America PIMCO VIT Real Return Portfolio N/R | Mutual Funds | — | — | $12K | 0.4% | |
| Mutual of America MoA Conservative Allocation Fund N/R | Other securities | — | — | $10K | 0.4% | |
| s * Mutual of America DWS Capital Growth VIP N/R | Pooled Separate Accounts | — | — | $6K | 0.2% | |
| Mutual of America Fidelity VIP Contrafund Portfolio N/R | Mutual Funds | — | — | $5K | 0.2% | |
| Mutual of America MoA Money Market Fund N/R | Cash / Money Market | — | — | $4K | 0.1% | |
| Mutual of America MoA Clear Passage 2020 Fund N/R | Other securities | — | — | $4K | 0.1% | |
| Mutual of America Vanguard VIF Real Estate Index Portfolio N/R | Mutual Funds | — | — | $4K | 0.1% |
