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Original filing (PDF)20251010133230NAL0013203520001
COMMUNITY ACCESS SERVICES
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR COMMUNITY ACCESS SERVICES
Defined-contribution retirement plan
Active participants
192
Accounts w/ balance
270
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 pooled trust
Schedule D
62 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
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACCESS SERVICES.
Plan sponsor
Name
COMMUNITY ACCESS SERVICES
EIN
93-1146666
Address
1815 NW 169TH PL STE 1060 · BEAVERTON, OR · 970067365
Phone
(503) 533-4373
Industry
Health Care & Social Assistancesee all
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DOUGALL CONRADIE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
Investments
43 direct securities · 1 pooled fund· $6.9M(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.
Uncategorized
$4.5M
43 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $2.4M | 68.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account | — | — | — | $1.1M | 31.7% | |
| Mutual of America Interest Accumulation Account Cash equivalent | — | — | — | $985K | 27.8% | |
| Mutual of America 2030 Retirement Fund Pooled separate account | — | — | — | $398K | 11.3% | |
| Mutual of America 2040 Retirement Fund Pooled separate account | — | — | — | $297K | 8.4% | |
| Mutual of America 2045 Retirement Fund Pooled separate account | — | — | — | $239K | 6.7% | |
| Mutual of America 2035 Retirement Fund Pooled separate account | — | — | — | $190K | 5.4% | |
| Mutual of America Aggressive Allocation Fund Pooled separate account | — | — | — | $176K | 5.0% | |
| Mutual of America Equity Index Fund Pooled separate account | — | — | — | $87K | 2.5% | |
| Mutual of America Moderate Allocation Fund Pooled separate account | — | — | — | $84K | 2.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $83K | 2.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $77K | 2.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio | — | — | — | $73K | 2.1% | |
| Vanguard VIF Diversified Value Portfolio Pooled separate account | — | — | — | $58K | 1.6% | |
| Mutual of America 2060 Retirement Fund Pooled separate account | — | — | — | $57K | 1.6% | |
| Mutual of America 2020 Retirement Fund Pooled separate account | — | — | — | $51K | 1.4% | |
| DWS Capital Growth VIP Pooled separate account | — | — | — | $47K | 1.3% | |
| Mutual of America All America Fund Pooled separate account | — | — | — | $41K | 1.2% | |
| Mutual of America Mid-Cap Equity Index Fund Pooled separate account | — | — | — | $41K | 1.2% | |
| MoA Small Cap Equity Index Fund Pooled separate account ** 70 * Mutual of America Small Cap Value Fund Pooled separate account | — | — | — | $39K | 1.1% | |
| Mutual of America Money Market Fund Pooled separate account | — | — | — | $37K | 1.0% | |
| Mutual of America Retirement Income Fund Pooled separate account | — | — | — | $37K | 1.0% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio | — | — | — | $28K | 0.8% | |
| Mutual of America Small Cap Growth Fund Pooled separate account | — | — | — | $25K | 0.7% | |
| Mutual of America 2015 Retirement Fund Pooled separate account | — | — | — | $25K | 0.7% | |
| American Century Investments VP Capital Appreciation Fund Pooled separate account | — | — | — | $24K | 0.7% | |
| Mutual of America 2065 Retirement Fund Pooled separate account | — | — | — | $24K | 0.7% | |
| Neuberger Berman AMT Sustainable Equity Portfolio Pooled separate account ** 800 * PIMCO VIT Real Return Portfolio Pooled separate account ** 463 * T. Rowe Price Blue Chip Growth Portfolio Pooled separate account | — | — | — | $21K | 0.6% | |
| Vanguard VIF Real Estate Index Portfolio Pooled separate account | — | — | — | $19K | 0.6% | |
| Mutual of America Mid Cap Value Fund Pooled separate account | — | — | — | $19K | 0.5% | |
| Mutual of America Conservative Allocation Fund Pooled separate account | — | — | — | $18K | 0.5% | |
| Fidelity VIP Equity-Income Portfolio Pooled separate account | — | — | — | $17K | 0.5% | |
| MoA Balanced Fund Pooled separate account | — | — | — | $16K | 0.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $11K | 0.3% | |
| Fidelity VIP Asset Manager Portfolio Pooled separate account | — | — | — | $10K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund | — | — | — | $9K | 0.3% | |
| Fidelity VIP Mid Cap Portfolio Pooled separate account | — | — | — | $8K | 0.2% | |
| Delaware VIP Small Cap Value Series Pooled separate account | — | — | — | $7K | 0.2% | |
| Mutual of America International Fund Pooled separate account | — | — | — | $7K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund | — | — | — | $4K | 0.1% | |
| Calvert VP SRI Balanced Portfolio Pooled separate account | — | — | — | $4K | 0.1% | |
| Goldman Sachs VIT Small Cap Eq Insights Pooled separate account | — | — | — | $3K | <0.1% | |
| American Funds Insurance Series New World Fund Pooled separate account | — | — | — | $2K | <0.1% | |
| Goldman Sachs VIT US Equity Insights Fund Pooled separate account ** 143 * Invesco Oppenheimer V.I. Main Street Fund Pooled separate account | — | — | — | $1K | <0.1% |
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