JOY Smith signed Community Action, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Action, Inc.'s EIN is 04-2383153.
Download the official 2024 Form 5500 (PDF) for Community Action, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Action, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund Separate Account | Pooled Separate Accounts | — | — | $937K | 9.2% | |
| Fidelity Growth Portfolio Separate Account | Pooled Separate Accounts | — | — | $772K | 7.6% | |
| Fidelity Contrafund Portfolio Separate Account | Pooled Separate Accounts | — | — | $687K | 6.8% | |
| LVIP SSGA S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $428K | 4.2% | |
| American Funds Growth - Income Separate Account | Pooled Separate Accounts | — | — | $399K | 3.9% | |
| LVIP Baron Growth Opportunities Separate Account | Pooled Separate Accounts | — | — | $365K | 3.6% | |
| LVIP Macquarie Social Awareness Separate Account | Pooled Separate Accounts | — | — | $326K | 3.2% | |
| Fidelity Asset Manager Separate Account | Pooled Separate Accounts | — | — | $306K | 3.0% | |
| LVIP T. Rowe Price Structured Separate Account | Pooled Separate Accounts | — | — | $153K | 1.5% | |
| maturing through July 2035 - | Other securities | — | — | $141K | 1.4% | |
| Fidelity VIP Freedom Target 2050 Separate Account | Pooled Separate Accounts | — | — | $86K | 0.8% | |
| LVIP Macquarie SMID Cap Core Fund Separate Account | Pooled Separate Accounts | — | — | $84K | 0.8% | |
| American Funds International Separate Account | Pooled Separate Accounts | — | — | $75K | 0.7% | |
| LVIP SSGA Small-Cap Index Separate Account | Pooled Separate Accounts | — | — | $68K | 0.7% | |
| LVIP American Century VP Balanced Separate Account | Pooled Separate Accounts | — | — | $50K | 0.5% | |
| LVIP Macquarie High Yield Fund Separate Account | Pooled Separate Accounts | — | — | $43K | 0.4% | |
| LVIP T. Rowe Price 2050 Separate Account | Pooled Separate Accounts | — | — | $43K | 0.4% | |
| American Funds Global Growth Separate Account | Pooled Separate Accounts | — | — | $37K | 0.4% | |
| LVIP SSGA Bond Index Separate Account | Pooled Separate Accounts | — | — | $32K | 0.3% | |
| LVIP Dimensional US Core Equity Separate Account | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| Macquarie VIP Small Cap Value Separate Account | Pooled Separate Accounts | — | — | $25K | 0.2% | |
| Fidelity VIP Freedom Target 2060 Separate Account | Pooled Separate Accounts | — | — | $22K | 0.2% | |
| Janus Henderson Global Research Separate Account | Pooled Separate Accounts | — | — | $17K | 0.2% | |
| T. Rowe Price International Stock Separate Account | Pooled Separate Accounts | — | — | $16K | 0.2% | |
| Fidelity VIP Freedom Target 2040 Separate Account | Pooled Separate Accounts | — | — | $15K | 0.1% | |
| Fidelity VIP Freedom Target 2045 Separate Account | Pooled Separate Accounts | — | — | $14K | 0.1% | |
| Fidelity VIP Freedom Target 2055 Separate Account | Pooled Separate Accounts | — | — | $13K | 0.1% | |
| LVIP JP Morgan Select Mid Cap Value Managed Volatility Separate Account | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| Lincoln VIP Bond Fund Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| LVIP Macquarie Divers Floating Rate Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| LVIP BR Inflation Protected Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| LVIP Macquarie US REIT Fund Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| LVIP T. Rowe Price 2030 Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Fidelity VIP Government Money Market Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| LVIP T. Rowe Price 2060 Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| LVIP Macquarie Wealth Builder Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| LVIP Blackrock Global Real Estate Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| DWS Alternative Asset Allocation VIP Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| LVIP SSGA International Index Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| LVIP Glbal Moderate Allocation Manager Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| NB Sustainable Equity Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| AB VPS Large Cap Growth Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| LVIP FT Emerging Market Equity Fund Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| LVIP Mondrian International Value Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| LVIP JP Morgan Retirement Income Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| AB VPS Sustainable Global Thematic Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| LVIP Global Conservative Allocation Managed Risk Fund Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
