Original filing (PDF)20250828115237NAL0010321713001

SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC.

Name: SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. — SOUTHERN OREGON HEAD START RETIREMENT PLAN, Form 5500 (2024)
Creator: SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC.

Form 5500

FILING_RECEIVED

SOUTHERN OREGON HEAD START RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

30% employer stock

Active participants

385

Accounts w/ balance

638

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

How this plan invests

This plan

1 pooled trust

Schedule D

76 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC..

Plan sponsor

Name

SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC.

EIN

93-0564896

Address

1001 BEALL LN · CENTRAL POINT, OR · 975022772

Phone

(541) 734-5150

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, 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	$1K	—

Investments

76 direct securities · 1 pooled fund· $34.1M(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

$13.3M

56 holdings

Pooled Separate Account

$10.8M

1 holding

Common Stock

$10.0M

20 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$10.8M	93.3%
Mutual of America 2035 Retirement Fund Pooled Separate Account	Common Stock	—	—	$1.8M	15.4%
Mutual of AmericaClear Passage 2035 Fund Pooled Separate Account	Other securities	—	—	$1.7M	14.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$1.7M	14.5%
Mutual of America Clear Passage 2050 Fund Pooled Separate Account	Other securities	—	—	$1.6M	13.5%
Mutual of America 2030 Retirement Fund Pooled Separate Account	Common Stock	—	—	$1.4M	12.0%
Mutual of America Clear Passage 2030 Fund Pooled Separate Account	Other securities	—	—	$1.3M	11.6%
Mutual of America 2040 Retirement Fund Pooled Separate Account	Common Stock	—	—	$1.2M	10.6%
Mutual of AmericaClear Passage 2040 Fund Pooled Separate Account	Other securities	—	—	$1.1M	9.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$846K	7.3%
Mutual of America Clear Passage 2045 Fund Pooled Separate Account	Other securities	—	—	$831K	7.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$754K	6.5%
Mutual of America Interest Accumulation Interest Accumulation Account	Other securities	—	—	$703K	6.0%
Mutual of America Clear Passage 2055 Fund Pooled Separate Account	Other securities	—	—	$666K	5.7%
Fidelity VIP Asset Manager Portfolio Pooled Separate Account ** 964 * Mutual of America International Fund Pooled Separate Account ** 147 * Mutual of America Interest Accumulation Account Interest Accumulation Account	Other securities	—	—	$662K	5.7%
Mutual of America Equity Index Fund Pooled Separate Account	Other securities	—	—	$603K	5.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$557K	4.8%
Mutual of America Clear Passage 2025 Fund Pooled Separate Account	Other securities	—	—	$531K	4.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stock	—	—	$529K	4.6%
Mutual of America Clear Passage 2020 Fund Pooled Separate Account	Other securities	—	—	$516K	4.4%
Mutual of America 2060 Retirement Fund Pooled Separate Account	Common Stock	—	—	$498K	4.3%
Mutual of America Conservative Allocation Fund Pooled Separate Account	Other securities	—	—	$415K	3.6%
Mutual of America Clear Passage 2060 Fund Pooled Separate Account	Other securities	—	—	$415K	3.6%
Mutual of America Conservative Allocation Pooled Separate Account	Other securities	—	—	$405K	3.5%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account	Other securities	—	—	$210K	1.8%
Mutual of America Equity Index Fund Pooled Separate Account	Common Stock	—	—	$207K	1.8%
Mutual of America Mid Cap Equity Index Fund Pooled Separate Account	Other securities	—	—	$172K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$147K	1.3%
Mutual of AmericaCore Bond Fund Pooled Separate Account	Other securities	—	—	$135K	1.2%
Vanguard VIF International Portfolio Pooled Separate Account	Other securities	—	—	$108K	0.9%
Fidelity VIP Contrafund Portfolio Pooled Separate Account	Common Stock	—	—	$93K	0.8%
Mutual of America Retirement Income Fund Pooled Separate Account	Other securities	—	—	$92K	0.8%
Mutual of America Retirement Income Fund Pooled Separate Account	Other securities	—	—	$90K	0.8%
Mutual of America Clear Passage 2065 Fund Pooled Separate Account	Other securities	—	—	$85K	0.7%
Mutual of America Mid-Cap Equity Index Pooled Separate Account	Other securities	—	—	$85K	0.7%
Fidelity VIP Contrafund Portfolio Pooled Separate Account	Other securities	—	—	$84K	0.7%
Vanguard VIF Total Bond Market Index Portfolio Pooled Separate Account	Other securities	—	—	$82K	0.7%
T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account	Other securities	—	—	$79K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$65K	0.6%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Other securities	—	—	$62K	0.5%
DWS Capital Growth VIP Pooled Separate Account	Other securities	—	—	$59K	0.5%
Mutual of America Moderate Allocation Pooled Separate Account	Common Stock	—	—	$49K	0.4%
Mutual of America Moderate Allocation Fund Pooled Separate Account	Other securities	—	—	$47K	0.4%
Mutual of AmericaClear Passage 2015 Fund Pooled Separate Account	Other securities	—	—	$45K	0.4%
Vanguard VIF Diversified Value Portfolio Pooled Separate Account	Other securities	—	—	$44K	0.4%
AmericanCentury Investments VP Capital Appreciation Fund Pooled Separate Account	Common Stock	—	—	$39K	0.3%
Vanguard VIF International Portfolio Pooled Separate Account	Common Stock	—	—	$39K	0.3%
Mutual of America Small Cap Growth Fund Pooled Separate Account	Other securities	—	—	$37K	0.3%
American Century Investments VP Capital Appreciation Fund Pooled Separate Account	Other securities	—	—	$36K	0.3%
Mutual of America Small Cap Equity Index Fund Pooled Separate Account	Other securities	—	—	$36K	0.3%