Douglas Wagner signed Community Support Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Support Services, Inc.'s EIN is 23-7029146.
Download the official 2024 Form 5500 (PDF) for Community Support Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Support Services, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | NONE | $7K | — |
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 2030 Fund Mutual Fund | Mutual Funds | — | — | $4.3M | 25.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 14.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 14.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 6.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $981K | 5.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $862K | 5.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $715K | 4.2% | |
| FlexPATH Stable Value CL R1 Common Collective Trust | Stable Value | — | — | $633K | 3.8% | |
| PUTNAM STABLE FUND CIT GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $633K | 3.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $543K | 3.2% | |
| BlackRock Equity Index Fund CL 6 Common Collective Trust | Common Collective Trusts | — | — | $535K | 3.2% | |
| WILMGT TR CIT BLKRCK EQ IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $535K | 3.2% | |
| Notes receivable from participants 10.50% $- | Bonds / Notes | — | — | $407K | 2.4% | |
| Vanguard Target Rmt Inc Inv Fund Mutual Fund | Mutual Funds | — | — | $332K | 2.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $327K | 1.9% | |
| LARGE CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $290K | 1.7% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $201K | 1.2% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $160K | 0.9% | |
| Vanguard Small Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $158K | 0.9% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | Mutual Funds | — | — | $155K | 0.9% | |
| MID CAP GROWTH FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $86K | 0.5% | |
| BlackRock EAFE Equity Index Common Collective Trust | Common Collective Trusts | — | — | $67K | 0.4% | |
| WILMGT TR CIT BLKRCK EAFE EQ IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $67K | 0.4% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $56K | 0.3% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $48K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $42K | 0.2% | |
| Fidelity Total Bond K6 Fund Mutual Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Explorer Admiral Fund Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Schwab Bank Savings Money Market 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.
