Grace Cavallo signed Community Mental Health Affiliates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Mental Health Affiliates, Inc.'s EIN is 06-0934544.
Download the official 2024 Form 5500 (PDF) for Community Mental Health Affiliates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Mental Health Affiliates, Inc.'s plan includes profit-sharing, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | BROKER/ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Massachusetts Mutual Life MassMutual Capital Preservation N/R | Guaranteed Income / GIC | — | — | $1.7M | 11.5% | |
| Vanguard 500 Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $1.4M | 9.4% | |
| American Funds American Balanced N/R | Mutual Funds | — | — | $1.3M | 8.8% | |
| American Funds Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $1.2M | 8.1% | |
| MFS Core Equity Fund N/R | Mutual Funds | — | — | $1.2M | 8.0% | |
| JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $1.1M | 7.5% | |
| MFS International Growth Fund N/R | Mutual Funds | — | — | $894K | 6.2% | |
| American Funds Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $667K | 4.6% | |
| JPMorgan Core Plus Bond Fund N/R | Other securities | — | — | $547K | 3.8% | |
| American Funds Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $541K | 3.7% | |
| American Funds Target Retirement 2015 Fund N/R 243 American Funds Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $415K | 2.9% | |
| American Funds Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $406K | 2.8% | |
| American Funds Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $337K | 2.3% | |
| Fidelity Investments Mid Cap Index N/R | Mutual Funds | — | — | $308K | 2.1% | |
| American Funds Target Retirement 2010 Fund N/R 484 American Funds Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $296K | 2.0% | |
| Victory Sycamore Small Company Opportunity Fund N/R | Common Stocks | — | — | $265K | 1.8% | |
| Fidelity Investments Small Cap Index N/R | Mutual Funds | — | — | $241K | 1.7% | |
| American Funds Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $224K | 1.5% | |
| JPMorgan Small Cap Growth Fund N/R | Other securities | — | — | $184K | 1.3% | |
| American Funds Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $176K | 1.2% | |
| Vanguard Intermediate-Term Treasury Index Fund N/R | Common Collective Trusts | — | — | $137K | 0.9% | |
| JPMorgan Equity Income Fund N/R | Other securities | — | — | $130K | 0.9% | |
| Fidelity Investments International Index N/R | Mutual Funds | — | — | $121K | 0.8% | |
| Fidelity Investments US Bond Index N/R | Mutual Funds | — | — | $112K | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $108K | 0.7% | |
| MassMutual Inflation-Protected and Income Fund N/R | Other securities | — | — | $92K | 0.6% | |
| Money Market Fund MassMutual US Government Money Market Fund N/R | Cash / Money Market | — | — | $76K | 0.5% | |
| Federated Hermes Mid Cap Growth Fund N/R | Other securities | — | — | $67K | 0.5% | |
| American Funds Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $65K | 0.4% | |
| Allspring Special Mid Cap Value Fund N/R | Other securities | — | — | $60K | 0.4% | |
| Insurance Company Account * The Lincoln National Life Insurance Group Variable Annuity with Guaranteed N/R | Common Stocks | — | — | $21K | 0.1% | |
| Variable Annuity Accounts * Lincoln National Corporation Macquarie Social Awareness Fund N/R | Common Stocks | — | — | $17K | 0.1% | |
| Thornburg Strategic Income Fund N/R | Other securities | — | — | $11K | <0.1% | |
| Admiral Shares Black Rock High Yield Fund N/R | Other securities | — | — | $6K | <0.1% | |
| Lincoln National Corporation JPMorgan Retirement Income Fund N/R | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | 04-2530412 | — | THIRD PARTY ADMIN | $0 | — |
