Robert Caulfield signed Active Retirement Community Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Active Retirement Community Inc.'s EIN is 31-1631439.
Download the official 2024 Form 5500 (PDF) for Active Retirement Community Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Active Retirement Community Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRE ADVISORS | — | NORTH WHITE PLAINS, NY | N/A | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SERVIC | — | UTICA, NY | N/A | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.4M | 12.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.1M | 9.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $977K | 8.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $949K | 8.2% | |
| Diamond Hill Large Cap I | Other securities | — | — | $676K | 5.8% | |
| PRUDENTIAL RET INS. & ANNUITY CO. PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $634K | 5.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $625K | 5.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $618K | 5.3% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $531K | 4.6% | |
| T. Rowe Price Large Cap Growth I | Other securities | — | — | $529K | 4.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $418K | 3.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $397K | 3.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $288K | 2.5% | |
| MFS Total Return Bond R6 | Mutual Funds | — | — | $281K | 2.4% | |
| Notes Receivable from Participants | Other securities | — | — | $280K | 2.4% | |
| Blackrock High Yield Bond | Other securities | — | — | $206K | 1.8% | |
| Vanguard Mid-Cap Gr Index Adm | Mutual Funds | — | — | $198K | 1.7% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $191K | 1.7% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $110K | 0.9% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $98K | 0.8% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $97K | 0.8% | |
| Vanguard Inflation-Protection Sec Adm | Mutual Funds | — | — | $94K | 0.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $77K | 0.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $72K | 0.6% | |
| MFS International L Intrinsic Val R6 | Mutual Funds | — | — | $60K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $50K | 0.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $34K | 0.3% | |
| Templeton Global Bond R6 | Mutual Funds | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
