Krystle Nowhitney Hernandez signed Lifeworks Community Action, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifeworks Community Action, Inc.'s EIN is 23-7438457.
Download the official 2024 Form 5500 (PDF) for Lifeworks Community Action, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lifeworks Community Action, Inc.'s 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Admiral Fund 24,641 shares | Mutual Funds | — | $25K | $1.2M | 24.1% | |
| Vanguard 500 Index Fund 1,507 shares | Common Collective Trusts | — | $2K | $818K | 16.5% | |
| Fidelity Blue Chip Growth 3,185 shares | Mutual Funds | — | $3K | $724K | 14.6% | |
| Vanguard Total Bond Market Admiral 35,196 shares | Mutual Funds | — | $35K | $334K | 6.7% | |
| Dodge & Cox Stock Fund I 1,179 shares | Mutual Funds | — | $1K | $303K | 6.1% | |
| Fidelity Investment Grade Bond FD 41,710 shares | Mutual Funds | — | $42K | $295K | 6.0% | |
| Madison Mid Cap FD CL R6 15,743 shares | Other securities | — | $16K | $266K | 5.4% | |
| Lord Abbett Short Duration Income CL R6 58,112 shares | Mutual Funds | — | $58K | $224K | 4.5% | |
| Vanguard High-Yield Corporate FD Admiral SH 19,987 shares | Mutual Funds | — | $20K | $108K | 2.2% | |
| Goldman Sachs International Equity Insights Institutional Fund 7,493 shares | Other securities | — | $7K | $104K | 2.1% | |
| Fam Small Cap Fund Institutional 3,797 shares | Other securities | — | $4K | $102K | 2.1% | |
| Cohen & Steers Preferred Securities and Income I 5,195 shares | Other securities | — | $5K | $64K | 1.3% | |
| Vanguard Mid-Cap Growth Index Admiral 577 shares | Mutual Funds | — | — | $63K | 1.3% | |
| Vanguard Small-Cap Growth Index Admiral 359 shares | Mutual Funds | — | — | $35K | 0.7% | |
| Schwab Treasury Obligation MMF Investor SH 29,738 shares | Mutual Funds | — | $30K | $30K | 0.6% | |
| Vanguard Target Retirement 2040 FD I 549 shares | Mutual Funds | — | — | $24K | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Participant loans with interest rates ranging from 4.25% to 9.00%, with various maturity dates | Bonds / Notes | — | — | $23K | 0.5% | |
| Vanguard Value Index Fund 266 shares | Common Collective Trusts | — | — | $18K | 0.4% | |
| Vanguard Short Term Bond Index Fund Admiral 1,564 shares | Common Collective Trusts | — | $2K | $16K | 0.3% | |
| Goldman Sachs US Equity Insights Institutional Fund 208 shares | Other securities | — | — | $14K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares 98 shares | Common Collective Trusts | — | — | $12K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral 30 shares | Common Collective Trusts | — | — | $10K | 0.2% | |
| Vanguard Small-Cap Index Admiral 67 shares | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Total International Stock Index Admiral 228 shares | Mutual Funds | — | — | $7K | 0.1% | |
| Clearbridge Mid-Cap Index Fund I 178 shares | Common Collective Trusts | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2065 192 shares | Mutual Funds | — | — | $6K | 0.1% | |
| Goldman Sachs Emerging Markets Insights International Fund 528 shares | Other securities | — | — | $5K | <0.1% | |
| Van Eck International Investment Gold Fund Y 356 shares | Other securities | — | — | $4K | <0.1% | |
| Vanguard Growth Index Fund Admiral 18 shares | Common Collective Trusts | — | — | $4K | <0.1% | |
| Pimco Commodity Real Return Strategy Fund 267 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2060 Inv 68 shares | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Small-Cap Value Index Admiral 33 shares | Mutual Funds | — | — | $3K | <0.1% | |
| NON-INTEREST BEARING CASH | Cash / Money Market | — | — | $3K | <0.1% | |
| Clearbridge International Growth Fund I 31 shares | Other securities | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral 16 shares | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2055 Inv 19 shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
