Thomas FREY signed Citizen Access Residential Resources' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizen Access Residential Resources' EIN is 03-0440255.
Download the official 2022 Form 5500 (PDF) for Citizen Access Residential Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Citizen Access Residential Resources' 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $13K | — |
| TRANSAMERICA LIFE INSURANCE CO | 30-0989781 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $2.1M | 100.0% | |
| TA BLACKROCK LP INDEX 2040 RET OPT TA BLACKROCK LP INDEX 2040 RET OPT · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $469K | 22.4% | |
| TA BLACKROCK LP INDEX 2050 RET OPT TA BLACKROCK LP INDEX 2050 RET OPT · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $366K | 17.5% | |
| TA BLACKROCK LP INDEX 2025 RET OPT TA BLACKROCK LP INDEX 2025 RET OPT · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $291K | 13.9% | |
| BLACKROCK MID-CAP GR EQUITY RET OPT BLACKROCK MID-CAP GR EQUITY RET OPT · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $211K | 10.1% | |
| TA BLACKROCK LP INDEX 2030 RET OPT TA BLACKROCK LP INDEX 2030 RET OPT · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $196K | 9.3% | |
| FIDELITY ADVISOR GR OPP RET OPT FIDELITY ADVISOR GR OPP RET OPT · EIN 82-5217478 / PN 202 | Pooled Separate Account | — | — | $178K | 8.5% | |
| FRANKLIN SMALL CAP GROWTH RET OPT FRANKLIN SMALL CAP GROWTH RET OPT · EIN 82-5217478 / PN 327 | Pooled Separate Account | — | — | $138K | 6.6% | |
| TA BLACKROCK LP IDX RETMENT RET OPT TA BLACKROCK LP IDX RETMENT RET OPT · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $52K | 2.5% | |
| TA VANGUARD LIFESTRATEGY MOD GR RT TA VANGUARD LIFESTRATEGY MOD GR RT OPT · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $51K | 2.4% | |
| TA BLACKROCK LP INDEX 2060 RET OPT TA BLACKROCK LP INDEX 2060 RET OPT · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $39K | 1.8% | |
| TA VANGUARD LIFESTRATEGY GR RET OPT TA VANGUARD LIFESTRATEGY GR RET OPT · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $34K | 1.6% | |
| T. ROWE PRICE GROWTH STOCK RET OPT LEGG MASON BW GL OPP BOND RET OPT · EIN 82-5217478 / PN 048 | Pooled Separate Account | — | — | $12K | 0.6% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TA VANGUARD LIFESTRATEGY CNSV GR RT OPT · EIN 39-0989781 / PN 501 | Pooled Separate Account | — | — | $9K | 0.4% | |
| AMERICAN FDS NEW PERSPECTIVE RT OPT AMERICAN FDS NEW PERSPECTIVE RT OPT · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $7K | 0.4% | |
| TA VANGUARD REIT INDEX RET OPT TA VANGUARD REIT INDEX RET OPT · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $7K | 0.3% | |
| STATE STREET RUSSELL SM CP VAL IDX STATE STREET RUSSELL SM CP VAL IDX RT OPT · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $7K | 0.3% | |
| LEGG MASON BW GL OPP BOND RET OPT LEGG MASON BW GL OPP BOND RET OPT · EIN 82-5217478 / PN 040 | Pooled Separate Account | — | — | $3K | 0.2% | |
| TA BLACKROCK LP INDEX 2055 RET OPT TA BLACKROCK LP INDEX 2055 RET OPT · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $3K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET OPT AMERICAN FUNDS NEW WORLD RET OPT · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $3K | 0.1% | |
| MFS INTL DIVERSIFICATION RET OPT MFS INTL DIVERSIFICATION RET OPT · EIN 82-5217478 / PN 124 | Pooled Separate Account | — | — | $3K | 0.1% | |
| FEDERATED INSTL HIGH YIELD BD RT OP FEDERATED INSTL HIGH YIELD BD RT OPT · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $3K | 0.1% | |
| TA BLACKROCK LP INDEX 2035 RET OPT TA BLACKROCK LP INDEX 2035 RET OPT · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $2K | <0.1% | |
| HARTFORD DIVIDEND AND GR RET OPT HARTFORD DIVIDEND AND GR RET OPT · EIN 82-5217478 / PN 109 | Pooled Separate Account | — | — | $1K | <0.1% | |
| WESTERN ASSET CORE PLUS BD RT OPT WESTERN ASSET CORE PLUS BD RT OPT · EIN 39-0989781 / PN 915 | Pooled Separate Account | — | — | $1K | <0.1% | |
| STATE STREET S&P MD CP IDX RET OPT STATE STREET S&P ZMD CP IDX RET OPT · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $788 | <0.1% | |
| JPMORGAN EQUITY INC RET OPT JPMORGAN EQUITY INC RET OPT · EIN 39-0989781 / PN 880 | Pooled Separate Account | — | — | $638 | <0.1% | |
| JPMORGAN U.S. SMALL CO RET OPT JPMORGAN U.S. SMALL CO RET OPT · EIN 39-0989781 / PN 884 | Pooled Separate Account | — | — | $525 | <0.1% | |
| TA VANGUARD TOTAL STOCK MKT IDX RT TA VANGUARD TOTAL STOCK MKT IDX RT OPT · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $487 | <0.1% | |
| JP MORGAN CORE BOND RET OPT JP MORGAN CORE BOND RET OPT · EIN 82-5217478 / PN 397 | Pooled Separate Account | — | — | $426 | <0.1% | |
| AMERICAN CENTURY MD CP VAL RET OPT AMERICAN CENTURY MD CP VAL RET OPT · EIN 82-5217478 / PN 195 | Pooled Separate Account | — | — | $382 | <0.1% | |
| CLEARBRIDGE MID CAP RET OPT CLEARBRIDGE MID CAP RET OPT · EIN 39-0989781 / PN 883 | Pooled Separate Account | — | — | $136 | <0.1% | |
| AMERICAN FDS WASHINGTON MUTUAL INVS AMERICAN FDS WASHINGTON MUTUAL INVS RT OPT · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $0 | <0.1% |
| Indirect comp |
|---|
| EDWARD D. JONES & CO | 43-0345811 | — | INVESTMENT ADVISORY | $2K | — |
| MESIROW FINANCIAL INC | 39-3194849 | — | INVESTMENT ADVISORY | $210 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | APPLETON, WI | TPA | $10K | — |
| THE RETIREMENT ADVANTAGE, INC | 39-1816008 | APPLETON, WI | TPA | $3K | — |
