Stacey Andrews signed Community First Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community First Solutions' EIN is 31-1150845.
Download the official 2024 Form 5500 (PDF) for Community First Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community First Solutions' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $61K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC EVERHA |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.8M | 10.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.5M | 8.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.4M | 8.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.2M | 7.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $934K | 5.5% | |
| Lord Abbett Developing Growth Class R6 2 Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $807K | 4.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $648K | 3.8% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $622K | 3.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $539K | 3.2% | |
| PIMCO Government Money Market A | Mutual Funds | — | — | $314K | 1.9% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $304K | 1.8% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $257K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $235K | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $232K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $214K | 1.3% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $189K | 1.1% | |
| Notes receivable Loans to participants, various maturities, from participants interest rates ranging 4.50% to 9.50% | Bonds / Notes | — | — | $186K | 1.1% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $169K | 1.0% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $168K | 1.0% | |
| American Funds American Mutual Fund Class R6 | Mutual Funds | — | — | $161K | 1.0% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $154K | 0.9% | |
| Vanguard Mid-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $141K | 0.8% | |
| Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $140K | 0.8% | |
| American Funds New World Fund | Mutual Funds | — | — | $128K | 0.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $109K | 0.6% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $100K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $65K | 0.4% | |
| TCW MetWest Total Return Bond I | Other securities | — | — | $49K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $40K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $35K | 0.2% | |
| Thrivent Mid-Cap Stock Fund Class S | Other securities | — | — | $9K | <0.1% | |
| Franklin Small-Cap Value Fund Advisor Class | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DUBLIN, OH |
| INVESTMENT ADVISOR |
| $34K |
| — |
