LISA Cruz signed Community, Work and Independence, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community, Work and Independence, Inc.'s EIN is 14-1470091.
Download the official 2024 Form 5500 (PDF) for Community, Work and Independence, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community, Work and Independence, Inc.'s plan includes money-purchase contributions, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLENS FALLS NATIONAL BANK AND TRUST | 14-0696635 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth 12,368 shares | Mutual Funds | — | $12K | $2.8M | 33.9% | |
| Vanguard Balanced Index Fd Admiral 21,033 shares | Mutual Funds | — | $21K | $1.0M | 12.3% | |
| Vanguard 500 Index Fd 1,264 shares | Common Collective Trusts | — | $1K | $686K | 8.3% | |
| SCH Treas Obligation MMF Investor SH 644,065 shares Omitted - | Other securities | — | — | $644K | 7.8% | |
| Fidelity Balanced Fund N/A 18,388 shares | Mutual Funds | — | $18K | $544K | 6.6% | |
| Fidelity Investment Grade Bond Fd 55,012 shares | Mutual Funds | — | $55K | $389K | 4.7% | |
| Vanguard Total Bond Mkt Index Adm 34,203 shares | Mutual Funds | — | $34K | $324K | 3.9% | |
| Dodge & Cox Stock I 1,078 shares | Mutual Funds | — | $1K | $277K | 3.4% | |
| Madison Mid Cap Fd Cl R6 14,748 shares | Other securities | — | $15K | $249K | 3.0% | |
| Lord Abbett Short Dur Income Cl R6 62,882 shares | Mutual Funds | — | $63K | $243K | 2.9% | |
| Vanguard Hi-Yield Corp Fd Admiral Sh 21,611 shares | Mutual Funds | — | $22K | $117K | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral 327 shares | Common Collective Trusts | — | — | $107K | 1.3% | |
| ClearBridge Intl Gwth Fd I 1,527 shares | Other securities | — | $2K | $99K | 1.2% | |
| Goldman Sachs Intl Eqty Insights I 7,007 shares | Other securities | — | $7K | $98K | 1.2% | |
| Fam Sm Cap Fd Inst 3,553 shares | Other securities | — | $4K | $95K | 1.2% | |
| Vanguard Mid-Cap Growth Index Admiral 867 shares | Mutual Funds | — | — | $95K | 1.1% | |
| Vanguard Value Index Admiral 1,135 shares | Mutual Funds | — | $1K | $75K | 0.9% | |
| Goldman Sachs Emrg Mkts Eqty Insight 7,989 shares | Other securities | — | $8K | $69K | 0.8% | |
| Cohen & Steers Preferred Sec & Inc I 5,426 shares | Common Stocks | — | $5K | $67K | 0.8% | |
| Vanguard Small Cap Growth Index Adm 408 shares | Mutual Funds | — | — | $40K | 0.5% | |
| Principal Small-Cap Inst 693 shares | Other securities | — | — | $20K | 0.2% | |
| Vanguard Growth Index Fd Admiral 86 shares | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Small Cap Value Index Admiral 196 shares | Mutual Funds | — | — | $17K | 0.2% | |
| Vanguard Short Term Bd Index Fd Adm 635 shares | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2040 Fund I 138 shares | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Mid Cap Val Index Admiral 55 shares | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Small Cap Index Admiral Sh 34 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Pimco Commodity Real Return Instl 175 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2065 63 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
