Back to filter
Original filing (PDF)20260303102014NAL0005261474001
COMMUNITY PARTNERS IN ACTION, INC.
Form 5500
FILING_RECEIVED
COMMUNITY PARTNERS IN ACTION DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
209
Accounts w/ balance
509
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY PARTNERS IN ACTION, INC..
Plan sponsor
Name
COMMUNITY PARTNERS IN ACTION, INC.
EIN
06-0646592
Address
110 BARTHOLOMEW AVENUE SUITE 3010 · HARTFORD, CT · 06106
Phone
(860) 566-2030
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $25K | — |
Investments
29 direct securities · 1 pooled fund· $20.5M(100% of reported assets)
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.
Uncategorized
$11.1M
29 holdings
Pooled Separate Account
$9.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTURE FUNDS SERIES ACCT II OF GWL GREAT-WEST LIFE & ANNUITY INS. CO. · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $9.3M | 82.9% | |
| Empower Lifetime 2055 Fund Svc Pooled Separate Account | — | — | — | $2.3M | 20.4% | |
| Key Guaranteed Portfolio Fund Investment Contract | — | — | — | $1.9M | 16.9% | |
| Empower Lifetime 2035 Fund Svc Pooled Separate Account | — | — | — | $1.6M | 14.3% | |
| Empower Lifetime 2045 Fund Svc Pooled Separate Account | — | — | — | $1.4M | 12.8% | |
| Empower Lifetime 2025 Fund Svc Pooled Separate Account | — | — | — | $918K | 8.2% | |
| Empower T Rowe Price MdCp Gr Fund Inv Pooled Separate Account | — | — | — | $359K | 3.2% | |
| Baron Small Cap Fund Pooled Separate Account | — | — | — | $343K | 3.0% | |
| American Funds Growth Fund of Amer R3 Pooled Separate Account | — | — | — | $292K | 2.6% | |
| American Funds Capital World G/I R3 Pooled Separate Account | — | — | — | $234K | 2.1% | |
| Davis NY Venture A Pooled Separate Account | — | — | — | $176K | 1.6% | |
| Columbia Select Mid Cap Value A Pooled Separate Account | — | — | — | $168K | 1.5% | |
| T. Rowe Price Growth Stock R Pooled Separate Account | — | — | — | $164K | 1.5% | |
| Virtus Ceredex Large-Cap Value Equity I Pooled Separate Account | — | — | — | $138K | 1.2% | |
| Columbia Small Cap Value I Fund A Pooled Separate Account | — | — | — | $128K | 1.1% | |
| Empower Mod Cons Profile Fund Inv Pooled Separate Account | — | — | — | $123K | 1.1% | |
| Pioneer Disciplined Value A Pooled Separate Account | — | — | — | $112K | 1.0% | |
| Empower S&P 500 Index Fund Inv Pooled Separate Account | — | — | — | $99K | 0.9% | |
| Empower Lifetime 2015 Fund Svc Pooled Separate Account | — | — | — | $98K | 0.9% | |
| Empower Moderate Profile Fund Inv Pooled Separate Account | — | — | — | $92K | 0.8% | |
| PIMCO Total Return Admin Pooled Separate Account | — | — | — | $89K | 0.8% | |
| PIMCO Real Return A Pooled Separate Account | — | — | — | $84K | 0.7% | |
| American Funds American Balanced - R3 Pooled Separate Account | — | — | — | $77K | 0.7% | |
| American Funds EuroPacific Growth R3 Pooled Separate Account | — | — | — | $63K | 0.6% | |
| Oakmark Equity & Income Service Pooled Separate Account | — | — | — | $44K | 0.4% | |
| Empower Mod Aggr Profile Fund Inv Pooled Separate Account | — | — | — | $31K | 0.3% | |
| Participant loans Interest rates of 4.25% to 9.5% | — | — | — | $24K | 0.2% | |
| Empower S&P MidCap 400 Index Fund Inv Pooled Separate Account | — | — | — | $20K | 0.2% | |
| Empower Conservative Profile Fund Inv Pooled Separate Account | — | — | — | $15K | 0.1% | |
| Empower Short Duration Bond Fund Inv Pooled Separate Account | — | — | — | $2K | <0.1% |
Related plans
Other plans using ONEDIGITAL INVESTMENT ADVISORS LLC
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
$2.9B · 15,720 participants
PMG SERVICES, INC.
PMG SERVICES, INC. THRIFT AND PROFIT SHARING PLAN
$1.8B · 8,140 participants
VERTIV GROUP CORPORATION
VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN
$1.1B · 4,421 participants
CARDTRONICS USA, INC.
NCR PENSION PLAN
$991.7M · 312 participants
HOLMAN AUTOMOTIVE GROUP, INC.
HOLMAN ENTERPRISES SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN
$688.8M · 6,451 participants
Similar-size Other Services (ex. Public Admin) plans
INDIANA CHAMBER OF COMMERCE, INC.
INDIANA CHAMBER OF COMMERCE 401(K) PLAN
$11.3M · 49 participants
AREA OFFICE ON AGING
403(B) THRIFT PLAN OF AREA OFFICE ON AGING
$11.3M · 210 participants
NEBRASKA RISK MANAGEMENT ASSOCIATION, INC.
NEBRASKA RISK MANAGEMENT ASSOCIATION, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$11.3M · 20 participants
ACADEMY OF MANAGED CARE PHARMACY
AMCP 401(K) PROFIT SHARING PLAN
$11.2M · 48 participants
GIRL SCOUTS OF NORTHERN CALIFORNIA
GIRL SCOUTS OF NORTHERN CALIFORNIA 403(B) PLAN
$11.2M · 114 participants
BIDEAWEE, INC.
THE BIDE-A-WEE HOME ASSOCIATES TAX DEFERRED ANNUITY PLAN
$11.2M · 83 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B