Michael Kovaleski signed Community Options, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Options, Inc.'s EIN is 06-1300693.
Download the official 2024 Form 5500 (PDF) for Community Options, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Options, Inc.'s 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 |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 R Mutual fund 59,833.112 shares | Other securities | — | $60K | $1.2M | 15.6% | |
| Alger Capital Appreciation Mutual fund 18,211.281 shares | Other securities | — | $18K | $801K | 10.2% | |
| Vanguard Growth Index Admiral Mutual fund 2,893.832 shares | Mutual Funds | — | $3K | $611K | 7.8% | |
| AB Government Money Market Portfolio Class A Money Market Fund 604,380.790 shares | Cash / Money Market | — | $604K | $604K | 7.7% | |
| T. Rowe Price Blue Chip Growth Adv Mutual fund 3,012.422 shares | Other securities | — | $3K | $542K | 6.9% | |
| Invesco Global Fund - A Mutual fund 4,618.625 shares | Mutual Funds | — | $5K | $432K | 5.5% | |
| Vanguard Selected Value Inv Mutual fund 13,729.931 shares | Mutual Funds | — | $14K | $372K | 4.7% | |
| Vanguard Emerging Market Stock Index Admiral Mutual fund 6,747.962 shares | Mutual Funds | — | $7K | $322K | 4.1% | |
| Dodge and Cox Stock Mutual fund 1,091.479 shares | Mutual Funds | — | $1K | $281K | 3.6% | |
| Fidelity Cash Reserves Money Market Fund 257,882.440 shares | Mutual Funds | — | $258K | $258K | 3.3% | |
| Invesco Equity and Income - A Mutual fund 24,486.925 shares | Mutual Funds | — | $24K | $255K | 3.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund 2,343.073 shares | Mutual Funds | — | $2K | $231K | 2.9% | |
| Prudential Jennison Natural Resources A Mutual fund 4,083.551 shares | Other securities | — | $4K | $208K | 2.6% | |
| Invesco International Growth Fund - A Mutual fund 9,695.469 shares | Mutual Funds | — | $10K | $207K | 2.6% | |
| Fidelity Sel Technology Mutual fund 5,304.212 shares | Mutual Funds | — | $5K | $196K | 2.5% | |
| Vanguard Mid Cap Index Admiral Mutual fund 594.635 shares | Mutual Funds | — | — | $194K | 2.5% | |
| Loomis Sayles Investment Grade Bond A Mutual fund 13,647.050 shares | Other securities | — | $14K | $133K | 1.7% | |
| Vanguard Mid Cap Growth Inv Mutual fund 4,796.387 shares | Mutual Funds | — | $5K | $129K | 1.6% | |
| Vanguard Strategic Small Cap Equity Inv Mutual fund 3,156.849 shares | Mutual Funds | — | $3K | $125K | 1.6% | |
| Vanguard European Stock Index Admiral Mutual fund 1,429.174 shares | Mutual Funds | — | $1K | $114K | 1.4% | |
| Victory Fund for Income - A Mutual fund 13,292.379 shares | Other securities | — | $13K | $90K | 1.2% | |
| T. Rowe Price Retirement 2030 R Mutual fund 3,199.398 shares | Other securities | — | $3K | $80K | 1.0% | |
| Vanguard Health Care Inv Mutual fund 429.781 shares | Mutual Funds | — | — | $78K | 1.0% | |
| Participant Loans Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $77K | 1.0% | |
| Invesco S&P 500 Index - A Mutual fund 906.561 shares | Common Collective Trusts | — | — | $56K | 0.7% | |
| T. Rowe Price Retirement 2050 R Mutual fund 1,792.813 shares | Other securities | — | $2K | $33K | 0.4% | |
| T. Rowe Price Retirement 2025 R Mutual fund 1,101.289 shares | Other securities | — | $1K | $18K | 0.2% | |
| T. Rowe Price Retirement 2040 R Mutual fund 122.867 shares | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2045 R Mutual fund 162.745 shares | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement Balanced R Mutual fund 196.531 shares | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2020 R Mutual fund 71.540 shares | Other securities | — | — | $1K | <0.1% | |
| T. Rowe Price Retirement 2015 R Mutual fund 102.462 shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
