Shelby Decato signed Community Concepts, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Concepts, Inc.'s EIN is 01-0424969.
Download the official 2024 Form 5500 (PDF) for Community Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Concepts, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | MASON CITY, IA | CONTRACT ADMIN | $99K | — |
| VOYA | 71-0294708 | HARTFORD, CT | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALEY AND ASSOCIATES, INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Large Cap Val Index R Mutual Fund | Mutual Funds | — | — | $1.6M | 12.4% | |
| Vanguard - TGT RMT 2035 Inv Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 9.8% | |
| Vanguard - TGT RMT 2040 Inv Fund Mutual Fund | Mutual Funds | — | — | $866K | 6.8% | |
| Vanguard - TGT RMT 2030 Inv Fund Mutual Fund | Mutual Funds | — | — | $852K | 6.7% | |
| Vanguard - TGT RMT Inc Inv Fund Mutual Fund | Mutual Funds | — | — | $848K | 6.7% | |
| Vanguard - TGT RMT 2025 Inv Fund Mutual Fund | Mutual Funds | — | — | $783K | 6.2% | |
| Vanguard - TGT RMT 2020 Inv Fund Mutual Fund | Mutual Funds | — | — | $736K | 5.8% | |
| Vanguard - 500 Index Admiral Fund Mutual Fund | Common Collective Trusts | — | — | $633K | 5.0% | |
| Vanguard - TGT RMT 2050 Inv Fund Mutual Fund | Mutual Funds | — | — | $603K | 4.8% | |
| Vanguard - TGT RMT 2045 Inv Fund Mutual Fund | Mutual Funds | — | — | $577K | 4.5% | |
| Nuveen Large Cap Gr Index R6 Mutual Fund | Mutual Funds | — | — | $476K | 3.7% | |
| Vanguard - Ttl Bd Mkt Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $382K | 3.0% | |
| Vanguard - Health Care Adm Fund Mutual Fund | Mutual Funds | — | — | $369K | 2.9% | |
| Vanguard - Mid Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $330K | 2.6% | |
| Vanguard - Small Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $291K | 2.3% | |
| Vanguard - Ttl Wld Wtk Ix Inv Fund Mutual Fund | Mutual Funds | — | — | $284K | 2.2% | |
| Principal Fixed Income Guaranteed Option Fixed Account | Other securities | — | — | $249K | 2.0% | |
| Vanguard - Emg Mk Stk Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $241K | 1.9% | |
| Vanguard - Intl Growth Adm Fund Mutual Fund | Mutual Funds | — | — | $233K | 1.8% | |
| Notes receivable from participants 4.25% - 9.75%; mature through 2035 -0- | Bonds / Notes | — | — | $209K | 1.6% | |
| Vanguard - TGT RMT 2055 Inv Fund Mutual Fund | Mutual Funds | — | — | $187K | 1.5% | |
| Vanguard - Mid Cap Grth Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $182K | 1.4% | |
| Vanguard - Reit Index Adm Fund Mutual Fund | Mutual Funds | — | — | $149K | 1.2% | |
| Vanguard - TGT RMT 2060 Inv Fund Mutual Fund | Mutual Funds | — | — | $106K | 0.8% | |
| Vanguard - Mid Cap Val Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $105K | 0.8% | |
| Vanguard - Small Cap Gr Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $45K | 0.4% | |
| VOYA CONTRACT VFB077 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $41K | 0.3% | |
| Vanguard - Small Cap Val Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $35K | 0.3% | |
| Vanguard - Hi-Yld Corp Adm Fund Mutual Fund | Mutual Funds | — | — | $30K | 0.2% | |
| Amana Income Inv Fund Mutual Fund ** 73 BlackRock Income K Fund Mutual Fund | Other securities | — | — | $19K | 0.1% | |
| Amana Growth Inv Fund Mutual Fund | Other securities | — | — | $16K | 0.1% | |
| VOYA Solution Agress Pt 1 Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.1% | |
| VOYA Solution Balanced Pt 1 Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Fidelity VIP Contrafund Pt 1 Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Vanguard - TGT RMT 2065 Inv Fund Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| VOYA Solution Conserv Pt 1 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| American Funds EuroPacific R3 Pooled Separate Account ** 156 American Funds Growth Fund R3 Pooled Separate Account ** 409 American Funds Income Fund R3 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Vanguard FTSE Soc Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| VOYA Fixed Plus Account II Fixed Account Fixed Account | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 01-0343875 |
| PORTLAND, ME |
| INVESTMENT ADVISORY |
| $0 |
| — |
