Tammy Julian signed Community Savings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Savings' EIN is 31-4140480.
Download the official 2024 Form 5500 (PDF) for Community Savings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Savings' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| RUSSELL LRG CAP GRW INDX NL SF CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 228 | Common Collective Trust | $443K | 21.5% |
| TARGET RETIREMENT 2030 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 195 | Common Collective Trust | $343K | 16.7% |
| TARGET RETIREMENT 2035 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 197 | Common Collective Trust | $275K | 13.3% |
| RELIANCE STABLE VALUE SERIES 25053 STATE STREET GLOBAL ADVISORS · EIN 58-1428634 / PN 013 | Common Collective Trust | $240K | 11.6% |
| SSGA S&P 500 INDX K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | $189K | 9.2% |
| TARGET RETIREMENT 2040 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 199 | Common Collective Trust | $164K | 8.0% |
| TARGET RETIREMENT 2045 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 201 | Common Collective Trust | $163K | 7.9% |
| TARGET RETIREMENT 2050 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 203 | Common Collective Trust | $99K | 4.8% |
| RUSSELL LRG CAP VALUE INDX NL CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 226 | Common Collective Trust | $32K | 1.6% |
| SSGA S&P MIDCAP INDX NL SF CL M STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 089 | Common Collective Trust | $24K | 1.2% |
| TARGET RETIREMENT 2060 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 418 | Common Collective Trust | $24K | 1.2% |
| RUSSELL SMALL CAP R INDX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 096 | Common Collective Trust | $18K | 0.9% |
| TARGET RETIREMENT 2055 NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 205 | Common Collective Trust | $17K | 0.8% |
| INTL INDX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 157 | Common Collective Trust | $10K | 0.5% |
| US BOND INDX NL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 462 | Common Collective Trust | $9K | 0.4% |
| TARGET RETIREMENT INCOME NL FUND M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 193 | Common Collective Trust | $4K | 0.2% |
| TARGET RETIREMENT 2065 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 043 | Common Collective Trust | $2K | <0.1% |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | $359 | <0.1% |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | $351 | <0.1% |
