Mindy Cervoni signed Community Services for Every1, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Services for Every1, Inc.'s EIN is 16-1317369.
Download the official 2024 Form 5500 (PDF) for Community Services for Every1, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Services for Every1, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| EQUITABLE NETWORK LLC | 06-1555494 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.3M | 13.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.8M | 11.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 9.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 8.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.7M | 6.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 6.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 5.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| Notes Receivable from Participants Various maturities, interest rates range from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.0M | 4.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $668K | 2.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $512K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $461K | 1.9% | |
| TIAA Investments Nuveen Large Cap Gr Indx R6 - | Mutual Funds | — | — | $442K | 1.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $232K | 1.0% | |
| Morgan Stanley Morgan Stanley Inst Grth I Fd - | Other securities | — | — | $167K | 0.7% | |
| The American Funds American Fds WshMut Inv R6 Fd - | Mutual Funds | — | — | $147K | 0.6% | |
| Vanguard Group Vanguard Intl Growth Adm Fd - | Mutual Funds | — | — | $147K | 0.6% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCaGwth R6 Fd - | Common Stocks | — | — | $144K | 0.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $134K | 0.6% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fd - | Common Collective Trusts | — | — | $111K | 0.5% | |
| TIAA Investments Nuveen Large Cap Val Index R6 - | Mutual Funds | — | — | $105K | 0.4% | |
| Janus International Holding, LLC JanusHenderson Triton N - | Mutual Funds | — | — | $93K | 0.4% | |
| PGIM Investments PGIM High Yield R6 Fund - | Other securities | — | — | $92K | 0.4% | |
| Vanguard Group Vanguard MidCp Grth Idx Adm Fd - | Common Collective Trusts | — | — | $86K | 0.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $82K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $82K | 0.3% | |
| Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd - | Common Collective Trusts | — | — | $81K | 0.3% | |
| The American Funds Am Fds Bd Fd of Am R6 Fd - | Mutual Funds | — | — | $73K | 0.3% | |
| Dimensional Fund Advisors DFA Intl Core Equity I Fd - | Mutual Funds | — | — | $68K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $52K | 0.2% | |
| Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd - | Common Collective Trusts | — | — | $51K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $36K | 0.1% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd - | Common Collective Trusts | — | — | $29K | 0.1% | |
| PIMCO Funds PIMCO Glbl Bd (USD-Hdg) I Fd - | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd - | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Group Vgd Infl-Prot Sec Adm Fund - | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2K | <0.1% | |
| SEI TRUST COMPANY ALLSPRING SPEC M CAP VALUE R6 - | Common Stocks | — | — | $2K | <0.1% | |
| TIAA Investments NUVEEN INTL EQUITY INDX R6 - | Mutual Funds | — | — | $2K | <0.1% |
