Original filing (PDF)20251015110225NAL0009227410001

Optimist Boys' Home and Ranch

Name: Optimist Boys' Home and Ranch — Optimist Boys Home, Form 5500 (2024)
Creator: Optimist Boys' Home and Ranch
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Optimist Boys Home and Ranch 401(k) Profit Sharing Plan

401(k) retirement plan · Optimist Boys' Home and Ranch's Optimist Boys Home and Ranch 401(k) Profit Sharing Plan held $15.4M in plan assets for 290 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

92% employer stock

Active participants

290

Accounts w/ balance

296

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Helping the score

Below-peer total plan cost (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMIST BOYS' HOME AND RANCH.

Plan sponsor

Name

OPTIMIST BOYS' HOME AND RANCH

EIN

95-1643340all filings

Address

6957 N FIGUEROA ST · LOS ANGELES, CA · 900421245

Phone

(323) 443-3175

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2E · Profit-sharing

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

HARRINGTON GROUPS, LLC

Trustee / custodian

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	$4K	—

Investments

49 direct securities · 1 pooled fund· $30.0M(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.

Pooled Separate Account

$14.6M

1 holding

Common Stocks

$14.2M

29 holdings

Other securities

$699K

9 holdings

Mutual Funds

$524K

11 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$14.6M	94.8%
Mutual of America Investment Corporation	Common Stocks	—	—	$2.8M	18.4%
Mutual of America Investment Corporation	Common Stocks	—	—	$2.1M	13.5%
Mutual of America Investment Corporation	Common Stocks	—	—	$1.7M	10.9%
Mutual of America Investment Corporation	Common Stocks	—	—	$1.5M	9.5%
Mutual of America Investment Corporation	Common Stocks	—	—	$872K	5.7%
Mutual of America Investment Corporation	Common Stocks	—	—	$870K	5.7%
Mutual of America Investment Corporation	Common Stocks	—	—	$818K	5.3%
Mutual of America Life Insurance Company	Common Stocks	—	—	$794K	5.2%
Mutual of America Investment Corporation	Common Stocks	—	—	$659K	4.3%
Mutual of America Investment Corporation	Common Stocks	—	—	$634K	4.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$364K	2.4%
Mutual of America Investment Corporation	Common Stocks	—	—	$319K	2.1%
T. Rowe Price	Other securities	—	—	$260K	1.7%
Vanguard	Mutual Funds	—	—	$248K	1.6%
DWS	Other securities	—	—	$214K	1.4%
Mutual of America Investment Corporation	Common Stocks	—	—	$168K	1.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$158K	1.0%
Mutual of America Investment Corporation	Common Stocks	—	—	$140K	0.9%
Neuberger Berman	Other securities	—	—	$78K	0.5%
American Century Investments	Other securities	—	—	$73K	0.5%
Mutual of America Investment Corporation	Common Stocks	—	—	$66K	0.4%
Mutual of America Investment Corporation	Common Stocks	—	—	$56K	0.4%
Fidelity Investments	Mutual Funds	—	—	$55K	0.4%
Fidelity Investments	Mutual Funds	—	—	$53K	0.3%
Fidelity Investments	Mutual Funds	—	—	$43K	0.3%
Mutual of America Investment Corporation	Common Stocks	—	—	$41K	0.3%
Calvert	Other securities	—	—	$37K	0.2%
PIMCO	Mutual Funds	—	—	$33K	0.2%
Mutual of America Investment Corporation	Common Stocks	—	—	$32K	0.2%
Fidelity Investments	Mutual Funds	—	—	$31K	0.2%
Mutual of America Investment Corporation	Common Stocks	—	—	$29K	0.2%
Vanguard	Mutual Funds	—	—	$29K	0.2%
Mutual of America Investment Corporation	Common Stocks	—	—	$28K	0.2%
Mutual of America Investment Corporation	Common Stocks	—	—	$22K	0.1%
Delaware VIP	Other securities	—	—	$21K	0.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$20K	0.1%
Vanguard	Mutual Funds	—	—	$16K	0.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$11K	<0.1%
Massachusetts Financial Services	Other securities	—	—	$11K	<0.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$10K	<0.1%
American Funds Insurance	Mutual Funds	—	—	$10K	<0.1%
Vanguard	Mutual Funds	—	—	$6K	<0.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$4K	<0.1%
Optimist Boys' Home and Ranch, Inc.	Common Stocks	—	—	$4K	<0.1%
Goldman Sachs	Other securities	—	—	$3K	<0.1%
Victory Capital	Other securities	—	—	$2K	<0.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$1K	<0.1%
Invesco	Mutual Funds	—	—	$194	<0.1%
Mutual of America Investment Corporation	Common Stocks	—	—	$114	<0.1%