How big is United Community Action Network's plan?

United Community Action Network's plan reported $4.6M in assets and 207 participants for 2024.

Original filing (PDF)20251014170741NAL0003468273001

United Community Action Network

Name: United Community Action Network — Employee Benefit, Form 5500 (2024)
Creator: United Community Action Network
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Employee Benefit Plan of United Community Action Network

Defined-contribution retirement plan · United Community Action Network's Employee Benefit Plan of United Community Action Network held $4.6M in plan assets for 207 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

207

Accounts w/ balance

290

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Andrea Johnson signed United Community Action Network's 2024 Form 5500 as plan administrator.

Andrea Johnson — 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

United Community Action Network's EIN is 93-0587136.

EIN 93-0587136

Plan number 003

Plan year 2024

ACK ID 20251014170741NAL0003468273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Community Action Network's 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 UNITED COMMUNITY ACTION NETWORK.

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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) — 28K (4% of contributions).

Plan sponsor

Name

UNITED COMMUNITY ACTION NETWORK

EIN

all filings

Address

280 NE KENNETH FORD DR · ROSEBURG, OR · 974701034

Phone

(541) 672-3421

Industry

Admin Support & Waste Mgmt

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

WICKS EMMETT 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	$5K	—

Investments

41 direct securities · 1 pooled fund· $9.1M(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.

Pooled Separate Account

$4.3M

1 holding

Other securities

$4.1M

23 holdings

Participant loans

$150K

1 holding

Bonds / Notes

$146K

1 holding

Cash / Money Market

$134K

2 holdings

Mutual Funds

$107K

11 holdings

Common Collective Trusts

$84K

2 holdings

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.

T. Rowe Price$69K Vanguard$52K Fidelity$45K Goldman Sachs$32K American Century$6K American Funds (Capital Group)$5K Invesco$5K PIMCO$2K

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					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	—	—	$4.3M	94.0%
Mutual of America 2030 Retirement Fund Mutual Fund	Other securities	—	—	$957K	20.7%
Mutual of America 2035 Retirement Fund Mutual Fund	Other securities	—	—	$621K	13.5%
Mutual of America 2045 Retirement Fund Mutual Fund	Other securities	—	—	$472K	10.2%
Mutual of America 2050 Retirement Fund Mutual Fund	Other securities	—	—	$457K	9.9%
Mutual of America 2040 Retirement Fund Mutual Fund	Other securities	—	—	$425K	9.2%
Mutual of America 2055 Retirement Fund Mutual Fund	Other securities	—	—	$319K	6.9%
Mutual of America 2025 Retirement Fund Mutual Fund	Other securities	—	—	$296K	6.4%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$150K	3.3%
Participant Loans 4.25%-9.50% -	Bonds / Notes	—	—	$146K	3.2%
Mutual of America 2060 Retirement Fund Mutual Fund	Other securities	—	—	$142K	3.1%
Cash and Cash Equivalents * Mutual of America General Account General Insurance	Cash / Money Market	—	—	$132K	2.9%
Mutual of America 2020 Retirement Fund Mutual Fund	Other securities	—	—	$106K	2.3%
Mutual of America Aggressive Allocation Fund Mutual Fund	Other securities	—	—	$77K	1.7%
Mutual of America Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$71K	1.5%
Mutual of America 2065 Retirement Fund Mutual Fund	Other securities	—	—	$70K	1.5%
T. Rowe Price Blue Chip Growth Portfolio Mutual Fund	Other securities	—	—	$69K	1.5%
Vanguard VIF Diversified Value Portfolio Mutual Fund	Mutual Funds	—	—	$41K	0.9%
Goldman Sachs VIT US Equity Insights Fund Mutual Fund ** 343 * Mutual of America 2015 Retirement Fund Mutual Fund	Common Stocks	—	—	$32K	0.7%
Fidelity VIP Equity-Income Portfolio Mutual Fund	Mutual Funds	—	—	$28K	0.6%
Mutual of America Moderate Allocation Fund Mutual Fund	Other securities	—	—	$23K	0.5%
Mutual of America Retirement Income Fund Mutual Fund	Other securities	—	—	$14K	0.3%
Mutual of America Conservative Allocation Fund Mutual Fund	Other securities	—	—	$13K	0.3%
Mutual of America Mid-Cap Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	0.3%
Mutual of America Mid Cap Value Fund Mutual Fund	Other securities	—	—	$11K	0.2%
Fidelity VIP Mid Cap Portfolio Mutual Fund	Mutual Funds	—	—	$10K	0.2%
DWS Capital Growth VIP Mutual Fund	Other securities	—	—	$9K	0.2%
Mutual of America Small Cap Growth Fund Mutual Fund	Other securities	—	—	$7K	0.2%
American Century VP Capital Appreciation Fund Mutual Fund	Other securities	—	—	$6K	0.1%
Mutual of America International Fund Mutual Fund	Other securities	—	—	$5K	0.1%
Fidelity VIP Contrafund Portfolio Mutual Fund	Mutual Funds	—	—	$5K	0.1%
American Funds Insurance Series New World Fund Mutual Fund ** 381 * Deleware VIP Small Cap Value Series Mutual Fund	Mutual Funds	—	—	$5K	0.1%
Vanguard VIT International Portfolio Mutual Fund	Mutual Funds	—	—	$5K	0.1%
Invesco VI Main Street Fund Mutual Fund	Mutual Funds	—	—	$5K	0.1%
Mutual of America Small Cap Value Fund Mutual Fund	Other securities	—	—	$4K	<0.1%
Vanguard VIF Real Estate Index Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Mutual of America Money Market Fund Mutual Fund	Cash / Money Market	—	—	$2K	<0.1%
Fidelity VIP Asset Manager Portfolio Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Mutual of America Bond Fund Mutual Fund	Other securities	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$2K	<0.1%
PIMCO VIT Real Return Portfolio Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Mutual of America All America Fund Mutual Fund	Other securities	—	—	$2K	<0.1%

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