William Bailor signed Community Action Partners of Orange County's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Action Partners of Orange County's EIN is 95-2452787.
Download the official 2024 Form 5500 (PDF) for Community Action Partners of Orange County from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Action Partners of Orange County's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, 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 INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $6.8M | 85.6% | |
| [Assets held in participant loans] | Other | — | — | $160K | 2.0% |
