Sharron L Catania signed Community Foundation of Northwest Indiana, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Foundation of Northwest Indiana, Inc.'s EIN is 31-1128781.
Download the official 2024 Form 5500 (PDF) for Community Foundation of Northwest Indiana, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Foundation of Northwest Indiana, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $381K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAYSTONE CONSULTING | 26-4310844 | — | CONSULTANT | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $381.5M | 86.6% | |
| [Assets held in participant loans] | Other | — | — | $4.4M | 1.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWARTZ RETSON | 35-1509921 | — | AUDITOR | $16K | — |
