Wendi Skala signed Neighborimpact's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neighborimpact's EIN is 93-0884929.
Download the official 2024 Form 5500 (PDF) for Neighborimpact from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neighborimpact's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Other securities | — | — | $1.1M | 15.8% | |
| MoA Clear Passage 2050 Fund | Other securities | — | — | $982K | 13.6% | |
| MoA Clear Passage 2040 Fund | Other securities | — | — | $968K | 13.4% | |
| MoA Clear Passage 2045 Fund | Other securities | — | — | $670K | 9.3% | |
| MoA Clear Passage 2035 Fund | Other securities | — | — | $597K | 8.3% | |
| MoA Clear Passage 2055 Fund | Other securities | — | — | $552K | 7.7% | |
| MoA Clear Passage 2060 Fund | Other securities | — | — | $513K | 7.1% | |
| MoA US Government Money Market Fund | Cash / Money Market | — | — | $478K | 6.6% | |
| MoA Clear Passage 2025 Fund | Other securities | — | — | $313K | 4.3% | |
| MoA Equity Index Fund | Common Collective Trusts | — | — | $301K | 4.2% | |
| MoA Clear Passage 2065 Fund | Other securities | — | — | $191K | 2.6% | |
| Fidelity Advisor® New Insights Z | Mutual Funds | — | — | $72K | 1.0% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $56K | 0.8% | |
| MoA Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $45K | 0.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $41K | 0.6% | |
| MoA Retirement Income Fund | Other securities | — | — | $38K | 0.5% | |
| MoA Core Bond Fund | Other securities | — | — | $33K | 0.5% | |
| MoA All America Fund | Other securities | — | — | $27K | 0.4% | |
| MoA Small Cap Equity Index Fund | Common Collective Trusts | — | — | $22K | 0.3% | |
| MoA Small Cap Value Fund | Other securities | — | — | $12K | 0.2% | |
| DWS Capital Growth R6 | Other securities | — | — | $12K | 0.2% | |
| Goldman Sachs US Equity Insights R6 | Other securities | — | — | $9K | 0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $9K | 0.1% | |
| Macquarie Small Cap Value Fund Class R6 | Other securities | — | — | $9K | 0.1% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $6K | <0.1% | |
| Vanguard Windsor II Fund Admiral | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Advisor Equity Dividend Income Fd | Mutual Funds | — | — | $5K | <0.1% | |
| Goldman Sachs Small Cap Equity Insights | Other securities | — | — | $3K | <0.1% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | — | $3K | <0.1% | |
| T.Rowe Price Blue Chip Growth Fund I | Other securities | — | — | $3K | <0.1% | |
| MoA Conservative Allocation Fund | Other securities | — | — | $3K | <0.1% | |
| MoA Clear Passage 2020 Fund | Other securities | — | — | $1K | <0.1% | |
| Invesco Main Street Fund Class R6 | Mutual Funds | — | — | $1K | <0.1% | |
| MoA Balanced Fund | Other securities | — | — | $774 | <0.1% | |
| Calvert Balanced Fund Class R6 | Other securities | — | — | $514 | <0.1% | |
| Neuberger Berman Sustainable Equity | Other securities | — | — | $510 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
