Elaine M. Paulsen signed The Common Fund for Nonprofits' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Common Fund for Nonprofits' EIN is 23-7037968.
Download the official 2024 Form 5500 (PDF) for The Common Fund for Nonprofits from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Common Fund for Nonprofits' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $117K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund 204.19 122,968 | Common Collective Trusts | — | — | $25.1M | 17.7% | |
| FA NEW INSIGHTS Z Mutual Fund 43.85 428,319 | Other securities | — | — | $18.8M | 13.2% | |
| JPM US RSH ENH EQ R6 Mutual Fund 43.40 192,038 | Other securities | — | — | $8.3M | 5.9% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $7.2M | 5.1% | |
| AF TRGTDATE 2030 R5E Mutual Fund 17.14 335,641 | Other securities | — | — | $5.8M | 4.0% | |
| AF TRGTDATE 2035 R5E Mutual Fund 18.88 298,098 | Other securities | — | — | $5.6M | 4.0% | |
| AF TRGTDATE 2040 R5E Mutual Fund 20.34 266,913 | Other securities | — | — | $5.4M | 3.8% | |
| FA TECHNOLOGY Z Mutual Fund 135.86 36,447 | Other securities | — | — | $5.0M | 3.5% | |
| AF TRGTDATE 2050 R5E Mutual Fund 20.67 209,733 | Other securities | — | — | $4.3M | 3.0% | |
| PIMCO INCOME INST Mutual Fund 10.52 398,631 | Mutual Funds | — | — | $4.2M | 2.9% | |
| FA DIVERS INTL Z Mutual Fund 25.31 154,932 | Other securities | — | — | $3.9M | 2.8% | |
| TRP EQUITY INCOME Mutual Fund 34.64 111,328 | Other securities | — | — | $3.9M | 2.7% | |
| VICTORY S ESTB VAL I Mutual Fund 45.96 82,899 | Other securities | — | — | $3.8M | 2.7% | |
| FA FOCUS EMRG MKTS Z Mutual Fund 30.74 116,146 | Other securities | — | — | $3.6M | 2.5% | |
| AF TRGTDATE 2025 R5E Mutual Fund 15.05 202,964 | Other securities | — | — | $3.1M | 2.1% | |
| C&S INST REALTY SHS Mutual Fund 47.91 54,897 | Common Stocks | — | — | $2.6M | 1.8% | |
| J H ENTERPRISE N Mutual Fund 143.86 17,975 | Other securities | — | — | $2.6M | 1.8% | |
| FA STK SEL SM CAP Z Mutual Fund 37.41 64,176 | Other securities | — | — | $2.4M | 1.7% | |
| FID INTL INDEX Mutual Fund 47.54 42,007 | Mutual Funds | — | — | $2.0M | 1.4% | |
| FID SM CAP IDX Mutual Fund 27.68 67,308 | Common Collective Trusts | — | — | $1.9M | 1.3% | |
| FID MID CAP IDX Mutual Fund 33.77 52,803 | Common Collective Trusts | — | — | $1.8M | 1.3% | |
| HARBOR CAP APP INST Mutual Fund 113.67 14,876 | Other securities | — | — | $1.7M | 1.2% | |
| FA CAPITAL & INC Z Mutual Fund 11.01 153,443 | Common Stocks | — | — | $1.7M | 1.2% | |
| AS CORE BOND R6 Mutual Fund 10.89 134,993 | Other securities | — | — | $1.5M | 1.0% | |
| FA GOLD Z Mutual Fund 24.64 50,122 | Other securities | — | — | $1.2M | 0.9% | |
| FA SEMICONDUCTORS Z Mutual Fund 89.67 13,561 | Other securities | — | — | $1.2M | 0.9% | |
| AF TRGTDATE 2045 R5E Mutual Fund 20.96 55,072 | Other securities | — | — | $1.2M | 0.8% | |
| AF TRGTDATE 2055 R5E Mutual Fund 26.01 42,669 | Other securities | — | — | $1.1M | 0.8% | |
| FA CONSUMER DISC Z Mutual Fund 52.94 20,355 | Other securities | — | — | $1.1M | 0.8% | |
| FID INFL PR BD IDX Mutual Fund 8.89 116,157 | Common Collective Trusts | — | — | $1.0M | 0.7% | |
| AF TRGTDATE 2020 R5E Mutual Fund 13.34 71,926 | Other securities | — | — | $959K | 0.7% | |
| MFS EMRG MKT DEBT R6 Mutual Fund 11.95 79,890 | Mutual Funds | — | — | $955K | 0.7% | |
| AF TRGTDATE 2060 R5E Mutual Fund 17.80 50,514 | Other securities | — | — | $899K | 0.6% | |
| FA ENERGY Z Mutual Fund 46.61 17,739 | Other securities | — | — | $827K | 0.6% | |
| FA HEALTH CARE Z Mutual Fund 63.12 11,636 | Other securities | — | — | $734K | 0.5% | |
| FA BIOTECHNOLOGY Z Mutual Fund 29.93 24,477 | Other securities | — | — | $733K | 0.5% | |
| JH DSCPL VAL INTL R6 Mutual Fund 12.95 45,411 | Other securities | — | — | $588K | 0.4% | |
| FA FINANCIALS Z Mutual Fund 36.27 14,143 | Other securities | — | — | $513K | 0.4% | |
| FA INDUSTRIALS Z Mutual Fund 49.70 9,431 | Other securities | — | — | $469K | 0.3% | |
| AF TRGTDATE 2015 R5E Mutual Fund 12.16 37,561 | Other securities | — | — | $457K | 0.3% | |
| FA GOV INCOME Z Mutual Fund 9.00 50,254 | Other securities | — | — | $452K | 0.3% | |
| CS COMMOD RETURN IS Mutual Fund 22.56 17,889 | Other securities | — | — | $404K | 0.3% | |
| Notes receivable from participants - * interest rate of 5.00% | Bonds / Notes | — | — | $389K | 0.3% | |
| FA CONS STAPLES Z Mutual Fund 89.24 3,865 | Other securities | — | — | $345K | 0.2% | |
| FA UTILITIES Z Mutual Fund 44.89 5,526 | Other securities | — | — | $248K | 0.2% | |
| FA COMM SERVICES Z Mutual Fund 111.89 1,302 | Other securities | — | — | $146K | 0.1% | |
| FA MATERIALS Z Mutual Fund 83.64 1,376 | Other securities | — | — | $115K | <0.1% | |
| AF TRGTDATE 2065 R5E Mutual Fund 17.45 4,574 | Other securities | — | — | $80K | <0.1% | |
| FID GOVT MMKT Mutual Fund 1.00 28,751 | Mutual Funds | — | — | $29K | <0.1% | |
| FA TELECOMM Z Mutual Fund 53.93 188 | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PWC | 13-4008324 | — | ACCOUNTANT/AUDITOR | $47K | — |
