Tiena L Blouse signed Community Progress Council, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Progress Council, Inc.'s EIN is 23-1653135.
Download the official 2023 Form 5500 (PDF) for Community Progress Council, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Progress Council, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO DISCOVERY R6 300 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $769K | 15.2% | |
| VANGUARD INTL GRTH ADM 563 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $621K | 12.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $566K | 11.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Other securities | — | — | $491K | 9.7% | |
| VICTORY ESTABLISHED VALUE R6 221 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $374K | 7.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $331K | 6.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $239K | 4.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $203K | 4.0% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $199K | 3.9% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $149K | 2.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $97K | 1.9% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $92K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $73K | 1.4% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $69K | 1.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $36K | 0.7% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z 356 REGISTERED INVESTMENT COMPANY CALVERT EQUITY FUND I | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| AC INFLATION ADJ BOND R6 679 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $7K | 0.1% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K 443 REGISTERED INVESTMENT COMPANY COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $15K |
| — |
