Collaborative Support Programs of New Jersey, Inc.'s EIN is 22-2589018.
Download the official 2024 Form 5500 (PDF) for Collaborative Support Programs of New Jersey, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Collaborative Support Programs of New Jersey, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY POOLED AC GREAT-WEST LIFE & ANNUITY · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $4.3M | 93.6% | |
| 1VTTVX VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $1.4M | 30.1% | |
| 1VFIAX VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $660K | 14.2% | |
| 1DFEOX DFA US CORE EQUITY 1 I | Mutual Funds | — | — | $508K | 11.0% | |
| 1DFWIX DFA WORLD EX US CORE EQUITY INSTL | Mutual Funds | — | — | $391K | 8.4% | |
| 1VBTLX VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | Mutual Funds | — | — | $316K | 6.8% | |
| 1GWAQ30 GWI IXED ACCOUNT-SERIES CLASS II | Other securities | — | — | $240K | 5.2% | |
| 1VTSAX VANGUARD TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $103K | 2.2% | |
| 1VMBSX VANGUARD MORTGAGE-BACKED SEC IDX ADMIRAL | Common Collective Trusts | — | — | $95K | 2.0% | |
| Loans to Participants 4.250-9.500% | Bonds / Notes | — | — | $53K | 1.1% | |
| 1VFFVX VANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | — | $53K | 1.1% | |
| 1DFIEX DFA INTERNATIONAL CORE EQUITY I | Mutual Funds | — | — | $51K | 1.1% | |
| 1VTTHX VANGUARD TARGET RETIREMENT 2035 | Mutual Funds | — | — | $44K | 1.0% | |
| 1VFORX VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $42K | 0.9% | |
| 1VTWNX VANGUARD TARGET RETIREMENT 2020 INV | Mutual Funds | — | — | $34K | 0.7% | |
| 1MKWIX BLACKROCK STRATEGIC GLOBAL BOND K | Other securities | — | — | $28K | 0.6% | |
| 1VTHRX VANGUARD TARGET RETIREMENT 2030 | Mutual Funds | — | — | $27K | 0.6% | |
| 1VLXVX VANGUARD TARGET RETIREMENT 2065 | Mutual Funds | — | — | $24K | 0.5% | |
| 1VUSTX VANGUARD LONG TERM US TREASURY FUND | U.S. Treasuries | — | — | $24K | 0.5% | |
| 1VTIVX VANGUARD TARGET RETIREMENT 2045 | Mutual Funds | — | — | $24K | 0.5% | |
| 1VFIFX VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $22K | 0.5% | |
| 1VFIUX VANGUARD INTERM-TERM TREASURY ADM 2 1VMGMX VANGUARD MID-CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $19K | 0.4% | |
| 1VBILX VANGUARD INTERM TERM BOND INDEX ADM | Mutual Funds | — | — | $17K | 0.4% | |
| 1VAIPX VANGUARD INFLATION PROTECTED SECS ADM | Mutual Funds | — | — | $16K | 0.3% | |
| 1VSMAX VANGUARD SMALL CAP INDEX ADMIRAL | Mutual Funds | — | — | $14K | 0.3% | |
| 1BCSKX BLACKROCK COMMODITY STRATEGIES K | Other securities | — | — | $13K | 0.3% | |
| 1VMVAX VANGUARD MID-CAP VALUE INDEX ADMIRAL 704 1VSGAX VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | Mutual Funds | — | — | $13K | 0.3% | |
| 1VIMAX VANGUARD MIDCAP INDEX FUND ADMIRAL | Common Collective Trusts | — | — | $13K | 0.3% | |
| 1VTTSX VANGUARD TARGET RETIREMENT 2060 | Mutual Funds | — | — | $12K | 0.3% | |
| 1DIPSX DFA INFLATION-PROTECTED SECURITES I 1 1DFIGX DFA INTERMEDIATE GOVT FIXED-INCOME I | Mutual Funds | — | — | $11K | 0.2% | |
| 1VIGAX VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $9K | 0.2% | |
| 1DFREX DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $9K | 0.2% | |
| 1VSIAX VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $7K | 0.2% | |
| 1VVIAX VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $5K | 0.1% | |
| 1VGSLX VANGUARD REAL ESTATE INDEX ADMIRAL | 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.
| Direct comp |
|---|
| Indirect comp |
|---|
| MERIDIAN WEALTH PARTNERS, LLC | 81-5475391 | MALVERN, PA | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN CONSULTANTS LLC | 26-4274775 | BLUE BELL, PA | TPA | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JUMP, PERRY AND COMPANY LLP | 22-2264838 | TOMS RIVER, NJ | AUDITOR | $9K | — |
