Chartiers Community Mental Health and Retardation Cetner, Inc.'s EIN is 25-1203882.
Download the official 2024 Form 5500 (PDF) for Chartiers Community Mental Health and Retardation Cetner, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chartiers Community Mental Health and Retardation Cetner, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | ADVISORY | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $965K | 12.1% | |
| JPMorgan Core Bond | Other securities | — | — | $910K | 11.4% | |
| MoA Mod Alloc Fund 869 * TIAA Trad Ben Resp | Mutual Funds | — | — | $854K | 10.7% | |
| Lincoln STable Val-S68S7 | Other securities | — | — | $841K | 10.5% | |
| Vngrd 500 Index Adm Class | Common Collective Trusts | — | — | $813K | 10.2% | |
| Vngrd Int Term Bond Indx | Other securities | — | — | $386K | 4.8% | |
| Blckrck Inf Prot Bon Inst Shar | Other securities | — | — | $369K | 4.6% | |
| JPMorgan Large Cap | Other securities | — | — | $343K | 4.3% | |
| DWS Cap Growth | Other securities | — | — | $297K | 3.7% | |
| Vngrd Dev Mkts Indx | Other securities | — | — | $277K | 3.5% | |
| Vngrd Sm Cap | Other securities | — | — | $243K | 3.0% | |
| JPMorgan US Equity Class R6 | Other securities | — | — | $229K | 2.9% | |
| Hartford Div and Growth | Other securities | — | — | $217K | 2.7% | |
| MoA Equity Index | Common Collective Trusts | — | — | $198K | 2.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $185K | 2.3% | |
| Vngrd MidCap Indx | Other securities | — | — | $185K | 2.3% | |
| MoA All America Fund | Other securities | — | — | $155K | 1.9% | |
| Vngrd 2030 | Other securities | — | — | $154K | 1.9% | |
| MFS Intl Growth R6 | Mutual Funds | — | — | $143K | 1.8% | |
| Vngrd Real Estate Indx | Other securities | — | — | $134K | 1.7% | |
| MoA Balanced Fund | Other securities | — | — | $104K | 1.3% | |
| JPMorgan Emging Mkts | Other securities | — | — | $101K | 1.3% | |
| Vngrd VIF Int'l | Other securities | — | — | $100K | 1.3% | |
| Vngrd Trgt 2025 | Other securities | — | — | $100K | 1.3% | |
| PIMCO Income | Mutual Funds | — | — | $74K | 0.9% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $73K | 0.9% | |
| Fidelity VIP Contrafund | Mutual Funds | — | — | $62K | 0.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $58K | 0.7% | |
| CREF Global Eq R1 | Mutual Funds | — | — | $48K | 0.6% | |
| Macquaire Sm Cap Val | Other securities | — | — | $44K | 0.6% | |
| CREF MMKT R1 0 * CREF Social Choice R1 | Mutual Funds | — | — | $43K | 0.5% | |
| Vngrd Trgt 2045 | Other securities | — | — | $29K | 0.4% | |
| Am Fds Growth and Inc | Common Stocks | — | — | $29K | 0.4% | |
| Vngrd Trgt 2040 | Other securities | — | — | $24K | 0.3% | |
| Vngrd Trgt 2050 | Other securities | — | — | $20K | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $19K | 0.2% | |
| Am Century Sm Cp Growth | Other securities | — | — | $19K | 0.2% | |
| MoA Sm Cap Growth | Other securities | — | — | $19K | 0.2% | |
| MoA Sm Cap Val | Other securities | — | — | $16K | 0.2% | |
| MOA Int Accum Acct | Other securities | — | — | $14K | 0.2% | |
| Vngrd Trgt 2055 | Other securities | — | — | $14K | 0.2% | |
| Allspring Spec Mid Cap | Other securities | — | — | $10K | 0.1% | |
| Fidelity VIP Eq-Income | Mutual Funds | — | — | $8K | <0.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $6K | <0.1% | |
| MassMutual Select Mid Cap Gr | Other securities | — | — | $4K | <0.1% | |
| Calvert VP SRI Bal Port | Other securities | — | — | $3K | <0.1% | |
| Am Cent Inv VP Cap App | Other securities | — | — | $3K | <0.1% | |
| CREF Inflation linked Bond R1 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
