Tiffany LE signed CB Information Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CB Information Services, Inc.'s EIN is 27-2416206.
Download the official 2024 Form 5500 (PDF) for CB Information Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CB Information Services, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $5.8M | 25.8% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $3.6M | 15.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.6M | 11.4% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $2.3M | 10.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.7M | 7.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.7M | 7.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.4M | 6.1% | |
| VANGUARD SHTRM TREAS IDX ADM | Registered Investment Companies | — | — | $691K | 3.1% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $685K | 3.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $434K | 1.9% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $391K | 1.7% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $343K | 1.5% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $302K | 1.4% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $228K | 1.0% | |
| BLK COMMODITY STRAT K | Registered Investment Companies | — | — | $121K | 0.5% | |
| DFA WORLD EX US GOV FX INC INS | Registered Investment Companies | — | — | $58K | 0.3% | |
| COLUMBIA EMERGING MARKETS BDI3 | Registered Investment Companies | — | — | $45K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
