Nicole Myers signed Community Aid, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Aid, Inc.'s EIN is 26-4376213.
Download the official 2024 Form 5500 (PDF) for Community Aid, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Aid, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TGT RMT 2030 INV FUND Mutual Fund | Mutual Funds | — | — | $611K | 13.3% | |
| VANGUARD TGT RMT 2040 INV FUND Mutual Fund | Mutual Funds | — | — | $520K | 11.3% | |
| VANGUARD TGT RMT 2055 INV FUND Mutual Fund | Mutual Funds | — | — | $516K | 11.3% | |
| VANGUARD TGT RMT 2035 INV FUND Mutual Fund | Mutual Funds | — | — | $396K | 8.6% | |
| VANGUARD TGT RMT 2065 INV FUND Mutual Fund | Mutual Funds | — | — | $382K | 8.3% | |
| VANGUARD TGT RMT 2060 INV FUND Mutual Fund | Mutual Funds | — | — | $370K | 8.1% | |
| VANGUARD TGT RMT 2050 INV FUND Mutual Fund | Mutual Funds | — | — | $352K | 7.7% | |
| VANGUARD TGT RMT 2025 INV FUND Mutual Fund | Mutual Funds | — | — | $343K | 7.5% | |
| VANGUARD TGT RMT 2045 INV FUND Mutual Fund | Mutual Funds | — | — | $289K | 6.3% | |
| VANGUARD TGT RMT 2070 INV FUND Mutual Fund | Mutual Funds | — | — | $214K | 4.7% | |
| DFA INFL PROTECTED SEC I FUND Mutual Fund ** 45 FIDELITY INTMD TR BD INDEX FD Mutual Fund | Mutual Funds | — | — | $206K | 4.5% | |
| PRINCIPAL GUARANTEED OPTION Guaranteed Investment Contract | Stable Value | — | — | $128K | 2.8% | |
| VANGUARD TGT RMT 2020 INV FUND Mutual Fund | Mutual Funds | — | — | $74K | 1.6% | |
| VANGUARD BALNCD INDEX ADMRL FD Mutual Fund ** 45 VANGUARD TGT RMT INC INV FUND Mutual Fund | Mutual Funds | — | — | $43K | 0.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $27K | 0.6% | |
| DFA REAL ESTATE SECS I FD Mutual Fund ** 173 FIDELITY EXTENDED MKT IDX FD Mutual Fund | Common Collective Trusts | — | — | $24K | 0.5% | |
| VANGUARD MIDCAP VAL IDX ADM FD Mutual Fund ** 44 VANGUARD SM CAP GR IDX ADM FD Mutual Fund ** 358 VANGUARD SM CAP INDEX ADM FUND Mutual Fund | Common Collective Trusts | — | — | $22K | 0.5% | |
| VANGUARD TTL INTL STK IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $15K | 0.3% | |
| (E) | Other securities | — | — | $15K | 0.3% | |
| VANGUARD MIDCP GRTH IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| VANGUARD VALUE INDEX ADM FUND Mutual Fund | Mutual Funds | — | — | $12K | 0.3% | |
| FIDELITY EMERG MKT INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| TIAA-CREF LG-CP GR INX INST FD Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| VANGUARD HI-YLD CORP ADM FUND Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD INTL GROWTH ADM FD Mutual Fund ** 318 VANGUARD INTL VALUE INV FUND Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| VANGUARD SM CAP VAL IDX ADM FD Mutual Fund | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | CONSULTANT | $17K | — |
