Carl Berry signed Community Resources for Independence, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Resources for Independence, Inc.'s EIN is 25-1640170.
Download the official 2023 Form 5500 (PDF) for Community Resources for Independence, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Resources for Independence, 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 |
|---|---|---|---|---|---|
| AMERICAN BEACON ADVISORS INC | 75-2401150 | — | NONE | $0 | — |
| GUGGENHEIM PARTNERS INVESTMENT MGMT | — | CHICAGO, IL | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.7M | 95.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $462K | 3.8% | |
| [Assets held in participant loans] | Other | — | — | $27K | 0.2% |
| COLUMBIA MANGMT INVESTMENT ADVISORS |
| — |
| BOSTON, MA |
| NONE |
| $0 |
| — |
| CARILLON TOWER ADVISORS, INC. | — | WICHITA, KS | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $7K | — |
| BOSTON TRUST INVESTMENT , INC. | — | BOSTON, MA | NONE | $0 | — |
| KORNITZER CAPITAL INC | — | SHAWNEE MISSION, KS | NONE | $0 | — |
| COHEN & STEERS CAPITAL INC | 14-1904657 | — | NONE | $0 | — |
| DOUBLELINE CAPITAL LP | — | LOS ANGELES, CA | NONE | $0 | — |
| MIROVA US LLC | — | BOSTON, MA | NONE | $0 | — |
| LORD, ABBETT & CO LLC | — | KANSAS CITY, MO | NONE | $0 | — |
| LOOMIS, SAYLES & COMPANY LP | — | BOSTON, MA | NONE | $0 | — |
| PARNASSUS INVESTMENTS | 94-6579180 | — | NONE | $0 | — |
| THOMPSON INVESTMENT INC | 85-0301299 | — | NONE | $0 | — |
| GLENMEDE INVESTMENT , LP | — | PHILADELPHIA, PA | NONE | $0 | — |
