Dominick Impemba signed Community Funds Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Funds Inc.'s EIN is 13-6089923.
Download the official 2024 Form 5500 (PDF) for Community Funds Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Funds Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN W. BRISTOL & CO. INC. | 13-2944656 | — | NONE | $114K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $83K | — |
| MG TRUST COMPANY DBA MATRIX TRUST | 75-3182674 | — | NONE | $66K | — |
| PKF O'CONNOR DAVIES | 27-1728945 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amazon Com Inc | Common Stocks | — | $873K | $2.2M | 4.3% | |
| Meta Platforms Inc | Common Stocks | — | $653K | $2.0M | 3.9% | |
| Microsoft Corporation | Common Stocks | — | $448K | $1.9M | 3.7% | |
| Arista Networks Inc | Common Stocks | — | $245K | $1.8M | 3.5% | |
| Apple Inc | Common Stocks | — | $599K | $1.6M | 3.1% | |
| United States Treasury Bonds/NTS 4.875% Due April 30, 2026 | U.S. Treasuries | — | $1.5M | $1.5M | 3.0% | |
| Alphabet Inc CL A | Common Stocks | — | $383K | $1.3M | 2.6% | |
| JPMorgan Chase & Co | Common Stocks | — | $529K | $1.3M | 2.6% | |
| Netflix Inc | Common Stocks | — | $441K | $1.3M | 2.5% | |
| Mastercard Inc A | Common Stocks | — | $352K | $1.3M | 2.5% | |
| United States Treasury Bonds/NTS 3.875% Due August 15, 2033 | U.S. Treasuries | — | $1.2M | $1.2M | 2.3% | |
| United States Treasury Note/Bond 4.625% Due May 15, 2042 | U.S. Treasuries | — | $1.1M | $1.0M | 2.0% | |
| Wabtec | Other securities | — | $535K | $968K | 1.9% | |
| Berkshire Hathaway Inc Cl B | Common Stocks | — | $435K | $926K | 1.8% | |
| Workday Inc-Class A | Common Stocks | — | $700K | $915K | 1.8% | |
| Thermo Fisher Scientific Inc | Common Stocks | — | $493K | $886K | 1.7% | |
| T-Mobile US Inc | Common Stocks | — | $527K | $878K | 1.7% | |
| Intuitive Surgical | Other securities | — | $412K | $864K | 1.7% | |
| Fedex Corp | Common Stocks | — | $538K | $815K | 1.6% | |
| Alphabet Inc CL C | Common Stocks | — | $128K | $794K | 1.6% | |
| Tesla Inc | Common Stocks | — | $321K | $765K | 1.5% | |
| Costco Wholesale Corp-New | Common Stocks | — | $293K | $758K | 1.5% | |
| Chipotle Mexican Grill CL A | Common Stocks | — | $271K | $723K | 1.4% | |
| United States Treasury Note/Bond 4.000% Due November 15, 2042 | U.S. Treasuries | — | $793K | $705K | 1.4% | |
| Transdigm Group Inc | Common Stocks | — | $182K | $692K | 1.4% | |
| Canadian Pacific Kansas City Ltd | Common Stocks | — | $681K | $681K | 1.3% | |
| Delta Air Lines Inc | Common Stocks | — | $337K | $658K | 1.3% | |
| Unitedhealth Group Inc | Common Stocks | — | $329K | $658K | 1.3% | |
| Air Products & Chemicals Inc | Common Stocks | — | $456K | $644K | 1.3% | |
| Texas Instruments Inc | Common Stocks | — | $282K | $635K | 1.2% | |
| Infineon Technologies | Other securities | — | $677K | $615K | 1.2% | |
| Nvidia Corp | Common Stocks | — | $500K | $588K | 1.2% | |
| Johnson & Johnson | Other securities | — | $492K | $580K | 1.1% | |
| Becton Dickinson & Co | Common Stocks | — | $548K | $580K | 1.1% | |
| Starbucks Corp. | Common Stocks | — | $516K | $551K | 1.1% | |
| Nike Inc. | Common Stocks | — | $560K | $546K | 1.1% | |
| United States Treasury Note/Bond 2.250% Due November 15, 2025 | U.S. Treasuries | — | $523K | $541K | 1.1% | |
| Ross Stores Inc | Common Stocks | — | $368K | $541K | 1.1% | |
| Nestle SA Sponsored ADR Registered (NSRGY) | Common Stocks | — | $616K | $529K | 1.0% | |
| Analog Devices Inc | Common Stocks | — | $291K | $512K | 1.0% | |
| SBA Communications Corp | Common Stocks | — | $569K | $510K | 1.0% | |
| United States Treasury Bill 0.000% Due December 5, 2024 | U.S. Treasuries | — | $495K | $500K | 1.0% | |
| Moody's Corp | Common Stocks | — | $270K | $499K | 1.0% | |
| United States Treasury Note/Bond 2.125% Due May 15, 2025 | U.S. Treasuries | — | $516K | $496K | 1.0% | |
| United States Treasury Note/Bond 2.000% Due November 15, 2026 | U.S. Treasuries | — | $486K | $479K | 0.9% | |
| Yum! Brands Inc. | Common Stocks | — | $304K | $456K | 0.9% | |
| United States Treasury Note/Bond 0.675% Due November 30, 2027 | U.S. Treasuries | — | $481K | $450K | 0.9% | |
| Wilmington U.S. Government Money Market Instl | Cash / Money Market | — | $449K | $449K | 0.9% | |
| S&P Global Inc | Common Stocks | — | $128K | $441K | 0.9% | |
| Charter Communications New Cl A | Common Stocks | — | $502K | $402K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.