Denise Bartoszek signed Cattaraugus Community Action, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cattaraugus Community Action, Inc.'s EIN is 16-0910303.
Download the official 2024 Form 5500 (PDF) for Cattaraugus Community Action, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cattaraugus Community Action, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 16-1616474 | COLUMBUS, OH | SERVICE PROVIDER | $342 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | BUFFALO, NC | BROKER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMFDS 2045 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304129 / PN 001 | Pooled Separate Account | — | — | $471K | 20.4% | |
| AMFDS 2050 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304130 / PN 001 | Pooled Separate Account | — | — | $416K | 18.0% | |
| AMFDS 2040 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304128 / PN 001 | Pooled Separate Account | — | — | $262K | 11.3% | |
| AMFDS 2035 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $243K | 10.5% | |
| AMFDS 2055 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304131 / PN 001 | Pooled Separate Account | — | — | $223K | 9.6% | |
| AMFDS 2060 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304132 / PN 001 | Pooled Separate Account | — | — | $221K | 9.6% | |
| AMFDS 2030 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $117K | 5.1% | |
| AMFDS 2025 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304125 / PN 001 | Pooled Separate Account | — | — | $71K | 3.1% | |
| AMFDS 2015 TARGET DATE RETIREMENT AMERICAN FUNDS · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $35K | 1.5% | |
| Notes receivable from participants Interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $35K | 1.5% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $33K | 1.4% | |
| FIDELITY 500 INDEX FIDELITY · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $33K | 1.4% | |
| Vanguard Intermediate Term Bond Index | Mutual Funds | — | — | $23K | 1.0% | |
| Vanguard Small Cap Value Index Mutual fund 475 Federated Kaufman Small Cap Mutual fund 491 T. Rowe Price Growth Stock Mutual fund | Mutual Funds | — | — | $19K | 0.8% | |
| AMFDS 2020 TARGET DATE RETIREMENT R AMERICAN FUNDS · EIN 38-7304124 / PN 001 | Pooled Separate Account | — | — | $17K | 0.8% | |
| American Funds New World Mutual fund 205 MFS Value Mutual fund | Mutual Funds | — | — | $13K | 0.6% | |
| AMFDS NEW PERSPECTIVE R6 AMERICAN FUNDS · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $9K | 0.4% | |
| Allspring Mid-Cap Value Mutual fund | Other securities | — | — | $8K | 0.4% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $8K | 0.3% | |
| JP Morgan International Equity Mutual fund | Other securities | — | — | $8K | 0.3% | |
| MFS Mid-Cap Mutual fund | Mutual Funds | — | — | $7K | 0.3% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $5K | 0.2% | |
| FIDE MDCAP INDEX FIDELITY · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $5K | 0.2% | |
| AMFDS 2065 TARGET DATE RETIREMENT AMERICAN FUNDS · EIN 38-7304133 / PN 001 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PGIM High Yield Mutual fund | Other securities | — | — | $3K | 0.2% | |
| Federated Hermes Government Obligations Fund Mutual fund | Other securities | — | — | $2K | <0.1% | |
| FED HRMS GOVE OBLGTNS PRMR FEDERATE HERMES · EIN 85-6517926 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FED HRMS KAUFMAN SMCAP R6 FEDERATE HERMES · EIN 74-3070078 / PN 001 | Pooled Separate Account | — | — | $491 | <0.1% | |
| AMFDS NEW WORLD R 6 AMERICAN FUNDS · EIN 31-1592130 / PN 001 | Pooled Separate Account | — | — | $205 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATIVE SERVICE | 16-1616474 | SYRACUSE, NY | THIRD PARTY ADMINISTRATO | $3K | — |
