Vicki Sylvester signed Community Based Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Based Services, Inc.'s EIN is 13-3070655.
Download the official 2024 Form 5500 (PDF) for Community Based Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Based Services, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO LLC | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Balanced | Mutual Funds | — | — | $2.2M | 19.3% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $1.4M | 11.7% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $1.3M | 11.3% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.2M | 10.4% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $1.0M | 8.8% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $697K | 6.0% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $582K | 5.0% | |
| PUTNAM STABLE VALUE FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $476K | 4.1% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $347K | 3.0% | |
| Participant loans | Participant loans | — | — | $323K | 2.8% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $279K | 2.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $264K | 2.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $166K | 1.4% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $165K | 1.4% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $117K | 1.0% | |
| Hotchkis & Wiley High Yield | Other securities | — | — | $82K | 0.7% | |
| Fidelity Advisor Strategic Income | Mutual Funds | — | — | $80K | 0.7% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $66K | 0.6% | |
| Goldman Sachs Large Cap Growth Insights | Other securities | — | — | $62K | 0.5% | |
| Franklin Templeton Small Cap Value | Mutual Funds | — | — | $44K | 0.4% | |
| T. Rowe Price Capital Appreication | Other securities | — | — | $42K | 0.4% | |
| American Funds New World | Mutual Funds | — | — | $38K | 0.3% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $34K | 0.3% | |
| T. Rowe Price Real Estate | Other securities | — | — | $34K | 0.3% | |
| Columbia Small Cap Index | Other securities | — | — | $32K | 0.3% | |
| Franklin Templeton Utilities | Mutual Funds | — | — | $13K | 0.1% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $12K | 0.1% | |
| BlackRock Strategic Global Bond | Other securities | — | — | $8K | <0.1% | |
| Fidelity AB Bond Inflation | Mutual Funds | — | — | $6K | <0.1% | |
| Pimco Short Term | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Value Fund | Mutual Funds | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2005 | Other securities | — | — | $4K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index | U.S. Treasuries | — | — | $4K | <0.1% | |
| Invesco Health Care Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Columbia Floating Rate | Bonds / Notes | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $154 | <0.1% |
