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 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 |
|---|---|---|---|---|---|
| GLENS FALLS NATIONAL BANK AND TRUST | 14-0696635 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant MUTUAL FUNDS: Directed Fidelity Blue Chip Growth 3,536 shares | Mutual Funds | — | $4K | $803K | 18.7% | |
| Vanguard 500 Index F 926 shares | Common Collective Trusts | — | — | $503K | 11.7% | |
| Vanguard Mid-Cap Growth Index Admiral 2,678 shares | Mutual Funds | — | $3K | $293K | 6.8% | |
| Vanguard Balanced Index Fd Admiral 5,991 shares | Mutual Funds | — | $6K | $290K | 6.7% | |
| Fidelity Investment Grade Bond Fd 31,134 shares | Mutual Funds | — | $31K | $220K | 5.1% | |
| Vanguard Mid Cap Index Fund Admiral 672 shares | Common Collective Trusts | — | — | $220K | 5.1% | |
| Vanguard Total Bond Mkt Index Admiral 21,718 shares | Mutual Funds | — | $22K | $206K | 4.8% | |
| Fidelity Balanced Fund N/A 6,241 shares | Mutual Funds | — | $6K | $184K | 4.3% | |
| Dodge & Cox Stock I 689 shares | Mutual Funds | — | — | $177K | 4.1% | |
| Madison Mid Cap Fd Cl R6 9,655 shares | Other securities | — | $10K | $163K | 3.8% | |
| Lord Abbett Short Dur Inc Cl R6 41,976 shares | Mutual Funds | — | $42K | $162K | 3.8% | |
| Vanguard Small Cap Growth Index Admiral 1,629 shares | Mutual Funds | — | $2K | $160K | 3.7% | |
| SCH Treas Obligation MMF Investor SH 158,791 shares Omitted - | Other securities | — | — | $159K | 3.7% | |
| Vanguard Value Index Admiral 2,404 shares | Mutual Funds | — | $2K | $159K | 3.7% | |
| Vanguard Hi-Yield Corp Fd Admiral SH 14,407 shares | Mutual Funds | — | $14K | $78K | 1.8% | |
| Goldman Sachs Intl Eqty Insights I 5,430 shares | Other securities | — | $5K | $76K | 1.8% | |
| Fam Sm Cap Fd Inst 2,326 shares | Other securities | — | $2K | $62K | 1.5% | |
| Cohen & Steers Preferred Sec & Inc I 3,597 shares | Common Stocks | — | $4K | $44K | 1.0% | |
| Goldman Sachs Emrg Mkts Eqty Insight 4,517 shares | Other securities | — | $5K | $39K | 0.9% | |
| ClearBridge Intl Gwth Fd I 494 shares | Other securities | — | — | $32K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral 884 shares | Mutual Funds | — | — | $28K | 0.7% | |
| Vanguard Small Cap Index Admiral Sh 173 shares | Mutual Funds | — | — | $20K | 0.5% | |
| Vanguard Target Retirement 2030 Fd I 479 shares | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Real Estate In Fd Adm Shrs 141 shares | Mutual Funds | — | — | $18K | 0.4% | |
| Vanguard Growth Index Fd Admiral 79 shares | Mutual Funds | — | — | $17K | 0.4% | |
| Principal Smallcap Inst 577 shares | Other securities | — | — | $16K | 0.4% | |
| Pimco Commodity Real Return Instl 888 shares | Mutual Funds | — | — | $12K | 0.3% | |
| Vanguard Mid Cap Value Index Admiral 114 shares | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Short Term Bd Index Fd Admiral 380 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
