Denise Rosario signed Coalition for Hispanic Family Services' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coalition for Hispanic Family Services' EIN is 13-3546023.
Download the official 2022 Form 5500 (PDF) for Coalition for Hispanic Family Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Coalition for Hispanic Family Services' 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS | 48-1205033 | — | NONE | $59K | — |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | CHICAGO, IL | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2025 A Acct. | Other securities | — | — | $1.0M | 19.0% | |
| JPMorgan SmartRetirement 2055 A Acct. | Other securities | — | — | $898K | 16.7% | |
| JPMorgan SmartRetirement 2020 A Acct. | Other securities | — | — | $706K | 13.1% | |
| JPMorgan SmartRetirement 2045 A Acct. | Other securities | — | — | $592K | 11.0% | |
| JPMorgan SmartRetirement 2035 A Acct. | Other securities | — | — | $572K | 10.6% | |
| JPMorgan SmartRetirement 2050 A Acct. | Other securities | — | — | $433K | 8.1% | |
| JPMorgan SmartRetirement 2030 A Acct. | Other securities | — | — | $424K | 7.9% | |
| JPMorgan SmartRetirement 2040 A Acct. | Other securities | — | — | $224K | 4.2% | |
| T. Rowe Price Spectrum Moderate Allc ** 47 T. Rowe Price Spectrum Mod Gr Allc | Other securities | — | — | $209K | 3.9% | |
| JPMorgan SmartRetirement Income A | Other securities | — | — | $146K | 2.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.25% - | Bonds / Notes | — | — | $61K | 1.1% | |
| Group Annuity Contract * CMFG Life Stable Value (A23) | Stable Value | — | — | $52K | 1.0% | |
| Goldman Sachs Large Cap Growth Insights Svc | Other securities | — | — | $7K | 0.1% | |
| Invesco Oppenheimer Total Return Bond Y ** 552 IShares S&P 500 Index Service | Common Collective Trusts | — | — | $6K | 0.1% | |
| IShares US Aggregate Bond Index K | Other securities | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Enhanced Index Fund Acct. | Common Collective Trusts | — | — | $2K | <0.1% | |
| MFS International Growth R6 | Mutual Funds | — | — | $1K | <0.1% | |
| Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $1K | <0.1% | |
| JPMorgan Value Advantage L | Other securities | — | — | $1K | <0.1% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $1K | <0.1% | |
| ICON Funds ICON Natural Resources and Infras Inv | 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.
