Angela Olden signed Community Access Unlimited, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Access Unlimited, Inc.'s EIN is 22-2318586.
Download the official 2024 Form 5500 (PDF) for Community Access Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Access Unlimited, 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 | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
| CETERA ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $2.7M | 13.0% | |
| Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $2.5M | 12.1% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $2.4M | 11.4% | |
| Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $2.2M | 10.5% | |
| Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $2.0M | 9.4% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $1.6M | 7.7% | |
| Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $1.3M | 6.3% | |
| Participant Loans Interest rates ranging from 3.25% to 9.50% - | Bonds / Notes | — | — | $1.3M | 6.2% | |
| Vanguard Target Retirement Income Inv Fund | Mutual Funds | — | — | $1.2M | 5.6% | |
| Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $471K | 2.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $214K | 1.0% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $177K | 0.8% | |
| Fidelity Advisor Technology Z Fund | Mutual Funds | — | — | $81K | 0.4% | |
| Hartford Dividend and Growth R6 Fund | Other securities | — | — | $23K | 0.1% | |
| JP Morgan JP Morgan Core Plus Bond R6 Fund | Other securities | — | — | $15K | <0.1% | |
| JP Morgan JP Morgan US Equity R6 Fund | Other securities | — | — | $11K | <0.1% | |
| Vanguard Long-Term Treasury Admiral Fund ** 969 Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $8K | <0.1% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Growth I Fund | Other securities | — | — | $7K | <0.1% | |
| BNY Mellon Appreciation Investor Fund | Other securities | — | — | $6K | <0.1% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard International Growth Admiral Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $4K | <0.1% | |
| Vanguard International Value Inv Fund | Mutual Funds | — | — | $3K | <0.1% | |
| (E) | Other securities | — | $8K | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| BlackRock High Yield Portfolio K Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Service Company American Funds International Growth and Income R6 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total International Stock Index Admiral ** Fund 225 Vanguard Energy Index Admiral Fund | Mutual Funds | — | — | $1K | <0.1% | |
| FEDERATED HERM CAP PRES ISP FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-0858799 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
