Original filing (PDF)20260205121003NAL0004561921001

NEIGHBORIMPACT

Name: NEIGHBORIMPACT — 403(B) THRIFT PLAN OF NEIGHBORIMPACT, Form 5500 (2024)
Creator: NEIGHBORIMPACT

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN OF NEIGHBORIMPACT

403(b) retirement plan

Active participants

280

Accounts w/ balance

400

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

How this plan invests

This plan

1 pooled trust

Schedule D

36 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEIGHBORIMPACT.

Plan sponsor

Name

NEIGHBORIMPACT

EIN

93-0884929

Address

2303 SW 1ST ST · REDMOND, OR · 977567133

Phone

(541) 548-2380

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-05

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2S · Automatic enrollment

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORDKEEPER	$26K	—

Investments

36 direct securities · 1 pooled fund· $14.3M(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

$7.2M

1 holding

Uncategorized

$7.1M

36 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$7.2M	100.0%
MoA Clear Passage 2030 Fund	—	—	—	$1.1M	15.8%
MoA Clear Passage 2050 Fund	—	—	—	$982K	13.6%
MoA Clear Passage 2040 Fund	—	—	—	$968K	13.4%
MoA Clear Passage 2045 Fund	—	—	—	$670K	9.3%
MoA Clear Passage 2035 Fund	—	—	—	$597K	8.3%
MoA Clear Passage 2055 Fund	—	—	—	$552K	7.7%
MoA Clear Passage 2060 Fund	—	—	—	$513K	7.1%
MoA US Government Money Market Fund	—	—	—	$478K	6.6%
MoA Clear Passage 2025 Fund	—	—	—	$313K	4.3%
MoA Equity Index Fund	—	—	—	$301K	4.2%
MoA Clear Passage 2065 Fund	—	—	—	$191K	2.6%
Fidelity Advisor® New Insights Z	—	—	—	$72K	1.0%
Vanguard Real Estate Index Fund	—	—	—	$56K	0.8%
MoA Mid Cap Equity Index Fund	—	—	—	$45K	0.6%
Vanguard International Growth Fund	—	—	—	$41K	0.6%
MoA Retirement Income Fund	—	—	—	$38K	0.5%
MoA Core Bond Fund	—	—	—	$33K	0.5%
MoA All America Fund	—	—	—	$27K	0.4%
MoA Small Cap Equity Index Fund	—	—	—	$22K	0.3%
MoA Small Cap Value Fund	—	—	—	$12K	0.2%
DWS Capital Growth R6	—	—	—	$12K	0.2%
Goldman Sachs US Equity Insights R6	—	—	—	$9K	0.1%
MFS Mid Cap Value R6	—	—	—	$9K	0.1%
Macquarie Small Cap Value Fund Class R6	—	—	—	$9K	0.1%
Harbor Capital Appreciation Fund	—	—	—	$6K	<0.1%
Vanguard Windsor II Fund Admiral	—	—	—	$5K	<0.1%
Fidelity Advisor Equity Dividend Income Fd	—	—	—	$5K	<0.1%
Goldman Sachs Small Cap Equity Insights	—	—	—	$3K	<0.1%
Vanguard Strategic Equity Fund	—	—	—	$3K	<0.1%
T.Rowe Price Blue Chip Growth Fund I	—	—	—	$3K	<0.1%
MoA Conservative Allocation Fund	—	—	—	$3K	<0.1%
MoA Clear Passage 2020 Fund	—	—	—	$1K	<0.1%
Invesco Main Street Fund Class R6	—	—	—	$1K	<0.1%
MoA Balanced Fund	—	—	—	$774	<0.1%
Calvert Balanced Fund Class R6	—	—	—	$514	<0.1%
Neuberger Berman Sustainable Equity	—	—	—	$510	<0.1%