Laura Niculescu signed Florence Crittenton Services of Orange County's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florence Crittenton Services of Orange County's EIN is 95-2492427.
Download the official 2023 Form 5500 (PDF) for Florence Crittenton Services of Orange County from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Florence Crittenton Services of Orange County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $28K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MoA Clear Passage 2050 Fund Mutual fund | Other securities | — | — | $1.6M | 14.3% | |
| MoA Clear Passage 2030 Fund Mutual fund | Other securities | — | — | $1.3M | 11.7% | |
| MoA Clear Passage 2055 Fund Mutual fund | Other securities | — | — | $1.3M | 11.6% | |
| MoA Clear Passage 2025 Fund Mutual fund | Other securities | — | — | $1.2M | 10.4% | |
| MoA Clear Passage 2045 Fund Mutual fund | Other securities | — | — | $790K | 7.1% | |
| MoA Clear Passage 2040 Fund Mutual fund | Other securities | — | — | $682K | 6.1% | |
| MoA Equity Index Fund Mutual fund | Common Collective Trusts | — | — | $649K | 5.8% | |
| MoA Clear Passage 2060 Fund Mutual fund | Other securities | — | — | $518K | 4.6% | |
| MoA Clear Passage 2035 Fund Mutual fund | Other securities | — | — | $511K | 4.6% | |
| T. Rowe Price Blue Chip Growth I Mutual fund | Other securities | — | — | $469K | 4.2% | |
| Vanguard International Growth Adm Mutual fund | Mutual Funds | — | — | $449K | 4.0% | |
| Vanguard Real Estate Index Admiral Mutual fund ** 171 Vanguard Total Bond Market Index Adm Mutual fund | Mutual Funds | — | — | $439K | 3.9% | |
| Calvert International Responsible Idx R6 Mutual fund | Common Collective Trusts | — | — | $328K | 2.9% | |
| (Maturities through July 2034) 4.25% - 9.50% - | Bonds / Notes | — | — | $285K | 2.5% | |
| MoA Clear Passage 2020 Fund Mutual fund | Other securities | — | — | $110K | 1.0% | |
| MoA Clear Passage 2015 Fund Mutual fund | Other securities | — | — | $104K | 0.9% | |
| MFS Mid Cap Value R6 Mutual fund | Mutual Funds | — | — | $95K | 0.8% | |
| MoA Mid Cap Equity Index Fund Mutual fund | Common Collective Trusts | — | — | $89K | 0.8% | |
| MoA Clear Passage 2065 Fund Mutual fund | Other securities | — | — | $86K | 0.8% | |
| MoA Small Cap Equity Index Fund Mutual fund | Common Collective Trusts | — | — | $66K | 0.6% | |
| Dodge & Cox Stock Mutual fund | Mutual Funds | — | — | $64K | 0.6% | |
| E I Fixed Account - Series Class I Group annuity contract | Common Stocks | — | — | $23K | 0.2% | |
| Vanguard Treasury Money Market Investor Mutual fund | Mutual Funds | — | — | $22K | 0.2% | |
| BlackRock Mid-Cap Growth Equity K Mutual fund | Other securities | — | — | $14K | 0.1% | |
| Victory RS Small Cap Growth R6 Mutual fund | Other securities | — | — | $9K | <0.1% | |
| Calvert Small-Cap R6 Mutual fund ** 169 Calvert US Large Cap Core Rspnb Idx R6 Mutual fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Interest Identity of Issue/Borrower Description of Investment Cost Value American Funds New World R6 Mutual fund ** $ | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $10K | — |
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $3K | — |
