Community Interactions, Inc.'s EIN is 23-1937692.
Download the official 2024 Form 5500 (PDF) for Community Interactions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Interactions, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMNET ADVISORY SERVICES | 81-3968784 | — | FINANCIAL ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTNRETIRE, LLC | 34-1987439 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index | Mutual Funds | — | — | $2.6M | 22.6% | |
| Vanguard Value Index | Mutual Funds | — | — | $2.2M | 19.7% | |
| Vanguard Total Intl Stock Index | Mutual Funds | — | — | $2.1M | 18.5% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $2.0M | 17.8% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $686K | 6.0% | |
| Loans Notes receivable int 4.25-9.5% | Bonds / Notes | — | — | $460K | 4.0% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $369K | 3.2% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $325K | 2.9% | |
| Metlife Money Market Fund | Cash / Money Market | — | — | $168K | 1.5% | |
| Vanguard Short Term Bond Index | Mutual Funds | — | — | $163K | 1.4% | |
| Vanguard High-Yield Corp | Mutual Funds | — | — | $87K | 0.8% | |
| Vanguard Large Cap Index | Mutual Funds | — | — | $44K | 0.4% | |
| Vanguard Inflation-Protected Security | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $32K | 0.3% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $21K | 0.2% | |
| Vangaurd Real Estate Index | Other securities | — | — | $20K | 0.2% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard European Stock Index | Mutual Funds | — | — | $10K | <0.1% | |
| Vangaurd Global Capital Cycles | Other securities | — | — | $3K | <0.1% | |
| Vanguard Inter-Term Bond Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
