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Original filing (PDF)20260316183932NAL0003567154001
SINGLE ROOM OCCUPANCY HOUSING
Form 5500
FILING_RECEIVED
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SINGLE ROOM OCCUPANCY HOUSING CORPORATION
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
220
Accounts w/ balance
272
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
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 SINGLE ROOM OCCUPANCY HOUSING.
Plan sponsor
Name
SINGLE ROOM OCCUPANCY HOUSING
EIN
95-3909215
Address
1055 W 7TH ST STE 3250 · LOS ANGELES, CA · 900172557
Phone
(213) 229-9640
Industry
Finance & Insurancesee all
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
2026-03-16
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
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 | $5K | — |
Investments
41 direct securities · 1 pooled fund· $14.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.6M
40 holdings
Pooled Separate Account
$6.5M
1 holding
Pooled Separate Accounts
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $6.5M | 84.7% | |
| General account * Mutual of America Interest Accumulation Fund | — | — | — | $1.1M | 14.0% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $727K | 9.5% | |
| Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $678K | 8.9% | |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $589K | 7.7% | |
| Mutual of America DWS Capital Growth VIP | — | — | — | $571K | 7.5% | |
| Mutual of America MoA International Fund 274 * Mutual of America MoA Aggressive Allocation Fund | — | — | — | $524K | 6.9% | |
| Mutual of America Fidelity VIP Contrafund Portfolio | — | — | — | $410K | 5.4% | |
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $382K | 5.0% | |
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $372K | 4.9% | |
| Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $319K | 4.2% | |
| Mutual of America MoA Moderate Allocation Fund | — | — | — | $209K | 2.7% | |
| Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $207K | 2.7% | |
| Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $174K | 2.3% | |
| Mutual of America MoA Balanced Fund | — | — | — | $171K | 2.2% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $168K | 2.2% | |
| Mutual of America MoA Conservative Allocation Fund | — | — | — | $131K | 1.7% | |
| Mutual of America Vanguard VIF Diversified Value Portfolio | — | — | — | $108K | 1.4% | |
| dates, secured by participant account balance | — | — | — | $106K | 1.4% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $103K | 1.3% | |
| Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $79K | 1.0% | |
| Mutual of America MoA Retirement Income | — | — | — | $78K | 1.0% | |
| Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $74K | 1.0% | |
| Mutual of America Invesco V.I. Main Street Fund | — | — | — | $71K | 0.9% | |
| Mutual of America MoA Core Bond Fund | — | — | — | $48K | 0.6% | |
| Mutual of America MoA Small Cap Growth Fund | — | — | — | $35K | 0.5% | |
| Mutual of America MoA Small Cap Value Fund | — | — | — | $31K | 0.4% | |
| s * Mutual of America American Century Investments VP Capital Appreciation Fund | Pooled Separate Accounts | — | — | $31K | 0.4% | |
| Mutual of America MoA Mid Cap Value Fund | — | — | — | $26K | 0.3% | |
| Mutual of America Fidelity VIP Equity-Income Portfolio | — | — | — | $26K | 0.3% | |
| Mutual of America Vanguard VIF Real Estate Index Portfolio | — | — | — | $19K | 0.3% | |
| Mutual of America Fidelity VIP Asset Manager Portfolio | — | — | — | $18K | 0.2% | |
| Mutual of America Vanguard VIF International Portfolio | — | — | — | $17K | 0.2% | |
| Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $15K | 0.2% | |
| Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund | — | — | — | $11K | 0.1% | |
| Mutual of America MoA Clear Passage 2015 Fund | — | — | — | $11K | 0.1% | |
| Mutual of America Calvert VP SRI Balanced Portfolio | — | — | — | $10K | 0.1% | |
| Mutual of America Delaware VIP Small Cap Value Series | — | — | — | $8K | <0.1% | |
| Mutual of America American Funds Insurance Series New World Fund | — | — | — | $5K | <0.1% | |
| Mutual of America MoA Intermediate Bond Fund | — | — | — | $4K | <0.1% | |
| Mutual of America MoA Money Market Fund | — | — | — | $4K | <0.1% | |
| Mutual of America Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $2K | <0.1% |
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