Community Connections, Inc.'s EIN is 04-2871024.
Download the official 2024 Form 5500 (PDF) for Community Connections, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Connections, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 22892.812 American Funds EuroPacific Gr R6 Mutual Fund n/a | Mutual Funds | — | — | $1.2M | 31.7% | |
| 21722.719 American Funds 2025 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $330K | 8.5% | |
| 3220.666 JP Morgan Large Cap Growth R6 Mutual Fund n/a | Other securities | — | — | $270K | 7.0% | |
| 11012.528 American Funds 2045 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $233K | 6.0% | |
| 13704.745 American Funds 2020 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $184K | 4.8% | |
| 8168.548 American Funds 2035 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $156K | 4.0% | |
| 4325.220 American Funds American Balanced R6 Mutual Fund n/a | Mutual Funds | — | — | $149K | 3.8% | |
| 4487.455 American Funds 2055 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $119K | 3.1% | |
| 3405.609 MFS Mid Cap Growth R6 Mutual Fund n/a | Mutual Funds | — | — | $107K | 2.8% | |
| 6113.723 American Funds 2030 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $106K | 2.7% | |
| Participant Loan Balances Account balance is collateral | Participant loans | — | — | $96K | 2.5% | |
| 9014.362 PIMCO Income Instl Mutual Fund n/a | Mutual Funds | — | — | $95K | 2.4% | |
| 5210.659 American Funds 2060 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $93K | 2.4% | |
| 2457.909 Putnam Large Cap Value R6 Mutual Fund n/a | Mutual Funds | — | — | $85K | 2.2% | |
| 3644.450 American Funds 2040 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $75K | 1.9% | |
| 345.474 Fidelity 500 Index Mutual Fund n/a | Common Collective Trusts | — | — | $71K | 1.8% | |
| 6128.258 Fidelity Advisor Total Bond Z Mutual Fund n/a | Mutual Funds | — | — | $58K | 1.5% | |
| 1775.226 MFS Mid Cap Value R6 Mutual Fund n/a | Mutual Funds | — | — | $56K | 1.5% | |
| 2043.003 American Century Small Cap Growth R6 Mutual Fund n/a | Other securities | — | — | $47K | 1.2% | |
| 3175.753 Fidelity Total International Index Mutual Fund n/a | Mutual Funds | — | — | $43K | 1.1% | |
| Empower Annuity Insurance Fixed Account Fixed Annuities n/a | Other securities | — | — | $38K | 1.0% | |
| 1607.436 American Funds 2050 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $34K | 0.9% | |
| 1886.785 American Funds 2015 Trgt Datt Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $23K | 0.6% | |
| 1274.614 American Funds 2065 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $22K | 0.6% | |
| 1092.456 Avantis US Small Cap Value Instl Mutual Fund n/a | Other securities | — | — | $19K | 0.5% | |
| 726.699 American Funds 2010 Trgt Date Retire R6 Mutual Fund n/a | Mutual Funds | — | — | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| WILSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILB GROUP | 47-4324398 | CRANSTON, RI | THIRD PARTY ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC. | 51-6041053 | — | OTHER SERVICES | $0 | — |
