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Original filing (PDF)20251015173116NAL0005529249001
OLYMPIC COMMUNITY ACTION PROGRAMS
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF OLYMPIC COMMUNITY ACTION PROGRAMS
401(k) retirement plan
Active participants
97
Accounts w/ balance
125
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLYMPIC COMMUNITY ACTION PROGRAMS.
Plan sponsor
Name
OLYMPIC COMMUNITY ACTION PROGRAMS
EIN
91-0814319
Address
2500 W SIMS WAY, SUITE 201 · PORT TOWNSEND, WA · 983682904
Phone
(360) 385-2571
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
AIKEN & SANDERS, INC.
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 | $2K | — |
Investments
33 direct securities · 1 pooled fund· $4.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.3M
33 holdings
Pooled Separate Account
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003 | Pooled Separate Account | — | — | $2.1M | 88.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $562K | 24.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $378K | 16.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund 498 . GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account | — | — | — | $259K | 11.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $202K | 8.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund | — | — | — | $152K | 6.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund | — | — | — | $119K | 5.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $109K | 4.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $91K | 3.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund | — | — | — | $85K | 3.6% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $67K | 2.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $57K | 2.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio 732 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $37K | 1.6% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $26K | 1.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio | — | — | — | $23K | 1.0% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio | — | — | — | $22K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund | — | — | — | $19K | 0.8% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $19K | 0.8% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA International Fund | — | — | — | $16K | 0.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $12K | 0.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund | — | — | — | $9K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $9K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Money Market Fund | — | — | — | $8K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio | — | — | — | $7K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio | — | — | — | $6K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund | — | — | — | $6K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio | — | — | — | $6K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio | — | — | — | $6K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund | — | — | — | $6K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund | — | — | — | $4K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund | — | — | — | $2K | 0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund 373 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund | — | — | — | $2K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America Delaware VIP Small Cap Value Series 635 . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP | — | — | — | $2K | <0.1% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund | — | — | — | $1K | <0.1% |
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