Lancaster-Fairfield Community Action Program, Inc.'s EIN is 31-6060695.
Download the official 2024 Form 5500 (PDF) for Lancaster-Fairfield Community Action Program, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lancaster-Fairfield Community Action Program, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | MUTUAL FUND INVESTMENT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | AUSTIN, TX | FIDUCIARY SERVICES | $2K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amcent Emrg M kt R6 + M utual Fund NR - Amcent Gr R6 M utual Fund NR | Other securities | — | — | $752K | 17.9% | |
| Amfds 2040 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $407K | 9.7% | |
| Amfds 2050 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $327K | 7.8% | |
| Amfds 2035 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $310K | 7.3% | |
| Fid Intl Indx M utual Fund NR | Mutual Funds | — | — | $286K | 6.8% | |
| Jpm Cor Bd R6 M utual Fund NR | Other securities | — | — | $206K | 4.9% | |
| Amfds 2055 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $193K | 4.6% | |
| Amfds 2030 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $149K | 3.5% | |
| Jpm M dcap Gr R5 M utual Fund NR | Other securities | — | — | $143K | 3.4% | |
| Fid M dcap Indx M utual Fund NR | Mutual Funds | — | — | $131K | 3.1% | |
| Amfds 2020 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $126K | 3.0% | |
| Trowe M ultsctr Bd I M utual Fund NR | Other securities | — | — | $115K | 2.7% | |
| Amfds 2010 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $100K | 2.4% | |
| Fid 500 Indx M utual Fund NR | Mutual Funds | — | — | $90K | 2.1% | |
| BOA – fixed Guaranteed Investment Contract | Stable Value | — | — | $89K | 2.1% | |
| Amfds 2060 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $83K | 2.0% | |
| Amfds 2045 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $78K | 1.8% | |
| Putnam Large Cap Value Y M utual Fund NR | Mutual Funds | — | — | $71K | 1.7% | |
| M aturity dates ranging from 9/10/2024 through 5/4/2029 | Other securities | — | — | $67K | 1.6% | |
| M fs Intl Gr R6 M utual Fund NR | Other securities | — | — | $64K | 1.5% | |
| Dfa Realest Sec M utual Fund NR | Mutual Funds | — | — | $57K | 1.3% | |
| Fnkln Smcap Val Adv M utual Fund NR | Other securities | — | — | $56K | 1.3% | |
| Amfds 2025 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $52K | 1.2% | |
| M fs Val R6 + M utual Fund NR - Pimco Inc Inst M utual Fund NR | Mutual Funds | — | — | $47K | 1.1% | |
| Leggm Wstras Cor Bd I M utual Fund NR - Lrdabt Shrt Dur Inc R5 M utual Fund NR | Common Stocks | — | — | $44K | 1.0% | |
| Trowepr Gr Stk + M utual Fund NR - As Disc Inst + M utual Fund NR - M id Cap Value Fund Fee Class R1 M utual Fund NR | Other securities | — | — | $39K | 0.9% | |
| Amfds New Wld R6 M utual Fund NR | Other securities | — | — | $38K | 0.9% | |
| Amfds 2015 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $25K | 0.6% | |
| Leggm Clrbrdg Smcap Gr I M utual Fund NR | Other securities | — | — | $24K | 0.6% | |
| Dfa Infl Prtct Sec Inst M utual Fund NR | Mutual Funds | — | — | $16K | 0.4% | |
| Amfds 2065 Trgtdtrtrmt R6 M utual Fund NR | Other securities | — | — | $16K | 0.4% | |
| Fid Smcap Indx M utual Fund NR | Mutual Funds | — | — | $6K | 0.1% | |
| Fed Hrms Gov Oblgtns Prmr M utual Fund NR | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISOR | 82-2030450 | STAMFORD, CT | INVESTMENT ADVISORY | $8K | — |
| SALING SIMMS ASSOCIATES INC | 31-1254295 | COLUMBUS, OH | INVESTMENT ADVISORY | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY | 82-1371994 | PLYMOUTH, IN | TPA | $22K | — |
