Max Sanchez signed Center for Human Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Center for Human Services' EIN is 23-7082323.
Download the official 2024 Form 5500 (PDF) for Center for Human Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Center for Human Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2060 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $533K | 19.7% | |
| American Funds 2050 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $338K | 12.5% | |
| American Funds 2055 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $325K | 12.0% | |
| American Funds 2030 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $282K | 10.5% | |
| American Funds 2045 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $273K | 10.1% | |
| American Funds 2035 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $206K | 7.6% | |
| American Funds 2040 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $188K | 7.0% | |
| American Funds 2065 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $160K | 5.9% | |
| American Funds 2025 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $104K | 3.8% | |
| American Funds 2020 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $60K | 2.2% | |
| JPMorgan Large Cap Growth R6 Interest in registered investment company | Common Stocks | — | — | $50K | 1.9% | |
| Fidelity 500 Index Interest in registered investment company | Common Collective Trusts | — | — | $42K | 1.6% | |
| Putnam Large Cap Value R6 Interest in registered investment company | Mutual Funds | — | — | $37K | 1.4% | |
| American Funds 2010 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $35K | 1.3% | |
| Fidelity US Bond Index Interest in registered investment company 581 * Group Annuity Contract Funds held in insurance company general account | Mutual Funds | — | — | $24K | 0.9% | |
| Fidelity International Index Interest in registered investment company | Mutual Funds | — | — | $21K | 0.8% | |
| American Funds 2015 Trgt Date Retire R6 Interest in registered investment company | Mutual Funds | — | — | $12K | 0.4% | |
| Fidelity Mid Cap Index Interest in registered investment company | Mutual Funds | — | — | $6K | 0.2% | |
| Fidelity Small Cap Index Interest in registered investment company | Mutual Funds | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NORTHWESTERN MUTUAL WEALTH MGT | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $7K | — |
| WILSHIRE ADVISORS LLC | 92-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | — | SEATTLE, WA | CONTRACT ADMIN | $4K | — |
