Original filing (PDF)20250425153820NAL0009060993001

Educational Opportunities for Children and Families

Name: Educational Opportunities for Children and Families — Form 5500 Plan 001 (2023)
Creator: Educational Opportunities for Children and Families
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EOCF 401(k) Retirement Savings Plan

Defined-contribution retirement plan · Educational Opportunities for Children and Families' EOCF 401(k) Retirement Savings Plan held $11.2M in plan assets for 276 participants in 2023, with Mutual of America as recordkeeper.

Active participants

276

Accounts w/ balance

365

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Jesika Williams signed Educational Opportunities for Children and Families' 2023 Form 5500 as plan administrator.

Jesika Williams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Educational Opportunities for Children and Families' EIN is 91-0820018.

EIN 91-0820018

Plan number 001

Plan year 2023

ACK ID 20250425153820NAL0009060993001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Educational Opportunities for Children and Families from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Educational Opportunities for Children and Families' plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND FAMILIES

EIN

all filings

Address

PO BOX 872770 · VANCOUVER, WA · 98687

Phone

(360) 896-9912

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-04-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

KBF CPAS - AUDIT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$6K	—

Investments

43 direct securities · 1 pooled fund· $20.4M(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.

Other securities

$10.2M

28 holdings

Pooled Separate Account

$9.3M

1 holding

Common Stocks

$320K

1 holding

Common Collective Trusts

$234K

3 holdings

Mutual Funds

$232K

9 holdings

Participant loans

$114K

1 holding

Cash / Money Market

$21K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$251K T. Rowe Price$102K Fidelity$25K American Century$15K Invesco$10K Goldman Sachs$7K PIMCO$2K

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					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$9.3M	82.4%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$2.3M	20.2%
Mutual of America Interest Accumulation Account	Other securities	—	—	$1.7M	15.4%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$1.6M	13.8%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$1.1M	10.0%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$1.1M	9.4%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$844K	7.5%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$375K	3.3%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$354K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stocks	—	—	$320K	2.9%
Mutual of America Retirement Income Fund	Other securities	—	—	$287K	2.6%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$157K	1.4%
maturing through 2029) -	Other securities	—	—	$114K	1.0%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$114K	1.0%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$108K	1.0%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$104K	0.9%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$102K	0.9%
Mutual of America Delaware VIP Small Cap Value ** 900 * Mutual of America DWS Capital Growth VIP	Other securities	—	—	$79K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$57K	0.5%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$44K	0.4%
Mutual of America 2065 Retirement Fund	Other securities	—	—	$39K	0.3%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$33K	0.3%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$21K	0.2%
Mutual of America Small Cap Value Fund	Other securities	—	—	$19K	0.2%
Mutual of America Fidelity VIP Equity Income Portfolio	Mutual Funds	—	—	$18K	0.2%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$18K	0.2%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$17K	0.1%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$16K	0.1%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$15K	0.1%
Mutual of America American Century VP Capital Appreciation Fund	Other securities	—	—	$15K	0.1%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$14K	0.1%
Mutual of America All American Fund	Other securities	—	—	$13K	0.1%
Mutual of America Invesco Oppenheimer VI Main Street Fund	Mutual Funds	—	—	$10K	<0.1%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$8K	<0.1%
Mutual of America Balanced Fund	Other securities	—	—	$8K	<0.1%
Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund ** 73 * Mutual of America Goldman Sachs VIT US Equity Insights Fund	Other securities	—	—	$7K	<0.1%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$7K	<0.1%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$7K	<0.1%
Mutual of America International Fund	Other securities	—	—	$6K	<0.1%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$6K	<0.1%
Mutual of America 2015 Retirement Fund	Other securities	—	—	$5K	<0.1%
Mutual of America Core Bond Fund	Other securities	—	—	$3K	<0.1%
Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$2K	<0.1%
Mutual of America Fidelity Asset Manager Portfolio	Mutual Funds	—	—	$2K	<0.1%

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