Julia Alleman signed Children and Adult Disability and Educational Services' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Children and Adult Disability and Educational Services' EIN is 23-1409677.
Download the official 2023 Form 5500 (PDF) for Children and Adult Disability and Educational Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMP | — | BOSTON, MA | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY & RESEARCH COMPANY | 06-1194217 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.0M | 13.3% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $854K | 11.2% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $811K | 10.6% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $766K | 10.0% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $696K | 9.1% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $513K | 6.7% | |
| Vanguard Group Vanguard Growth Index Fund | Common Collective Trusts | — | — | $367K | 4.8% | |
| American Century Investments American Century Government Bond Fund 5 Fidelity Investments Fidelity 500 Index Fund | U.S. Treasuries | — | — | $362K | 4.7% | |
| Participants Participant loans 8.5% to 9.5%; maturing through 2029 | Bonds / Notes | — | — | $268K | 3.5% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $260K | 3.4% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $124K | 1.6% | |
| Vanguard Group Vanguard Value Index Fund | Common Collective Trusts | — | — | $86K | 1.1% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $74K | 1.0% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $65K | 0.8% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $65K | 0.8% | |
| Vanguard Group Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $59K | 0.8% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund 652 Vanguard Group Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $50K | 0.7% | |
| Charles Schwab Government Money Market Fund | Mutual Funds | — | — | $46K | 0.6% | |
| Vanguard Group Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $42K | 0.5% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $13K | 0.2% | |
| Vanguard Group Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $10K | 0.1% | |
| Vanguard Group Vanguard Short-Term Investment Grade Fund 5 Vanguard Group Vanguard Short-Term Infl-Prot Sec Index Fund Admn | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | — | $4K | <0.1% | |
| Vanguard Group Vanguard Short-Term Corporate Bond Index Fund Admn | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Children and Adult Disability and Educational Services' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| AMERICAN CENTURY INVESTMENT INC | 44-6006315 | — | NONE | $0 | — |
