How big is Community Action Team, Inc.'s plan?

Community Action Team, Inc.'s plan reported $5.2M in assets and 140 participants for 2024.

Original filing (PDF)20250824160512NAL0003577587001

Community Action Team, Inc.

Name: Community Action Team, Inc. — C.A.T. Retirement and, Form 5500 (2024)
Creator: Community Action Team, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

C.A.T. Retirement and Savings Plan

401(k) retirement plan · Community Action Team, Inc.'s C.A.T. Retirement and Savings Plan held $5.2M in plan assets for 140 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bond28% in single holding

Active participants

140

Accounts w/ balance

163

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Community Action Team, Inc.'s EIN is 93-0554156.

EIN 93-0554156

Plan number 002

Plan year 2024

ACK ID 20250824160512NAL0003577587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Action Team, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Action Team, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

19 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

COMMUNITY ACTION TEAM, INC.

EIN

all filings

Address

124 N 18TH ST. · ST. HELENS, OR · 97051

Phone

(503) 366-6570

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL	93-1253576	PORTLAND, OR	RECORDKEEPER	$33K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIME RETIREMENT SOLUTIONS LLC	87-3599091	FLORHAM PK, NJ	TPA	$0	—

Investments

19 direct securities · 1 pooled fund· $8.7M(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.

Pooled Separate Account

$3.7M

1 holding

Pooled Separate Accounts

$3.5M

18 holdings

Other securities

$1.5M

1 holding

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$3.7M	71.5%
Guaranteed interest account * The Standard Stable Asset A Guaranteed interest account	Other securities	—	—	$1.5M	28.4%
Vanguard 500 Index Admiral Pooled separate accounts	Pooled Separate Accounts	—	—	$670K	12.9%
Vanguard Target Retirement 2035 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$396K	7.6%
DFA US Large Cap Value I Pooled separate accounts	Pooled Separate Accounts	—	—	$305K	5.9%
Vanguard Target Retirement 2030 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$302K	5.8%
Vanguard Target Retirement 2040 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$281K	5.4%
Voya Intermediate Bond I Pooled separate accounts	Pooled Separate Accounts	—	—	$271K	5.2%
JP Morgan Mid Cap Growth R5 Pooled separate accounts	Pooled Separate Accounts	—	—	$157K	3.0%
Vanguard Dev Mkts IDX Adm DC Pooled separate accounts	Pooled Separate Accounts	—	—	$136K	2.6%
Harbor Capital App Investment Pooled separate accounts	Pooled Separate Accounts	—	—	$125K	2.4%
Vanguard Sm Cap Gr IDX Adm Pooled separate accounts	Pooled Separate Accounts	—	—	$122K	2.3%
Vanguard Int Term Tres Adm Pooled separate accounts	Pooled Separate Accounts	—	—	$119K	2.3%
Vanguard Target Retirement Inc Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$118K	2.3%
MFS Mid Cap Value R6 Pooled separate accounts	Pooled Separate Accounts	—	—	$99K	1.9%
Vanguard Target Retirement 2050 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$98K	1.9%
Vanguard Target Retirement 2060 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$78K	1.5%
Vanguard Target Retirement 2055 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$77K	1.5%
Vanguard Balanced IDX Adm Pooled separate accounts ** 465 Vanguard Target Retirement 2020 Inv Pooled separate accounts	Pooled Separate Accounts	—	—	$59K	1.1%
DFA US Targeted Value I Pooled separate accounts	Pooled Separate Accounts	—	—	$54K	1.0%