Nicholas Ortega signed CI Distribution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CI Distribution's EIN is 32-0570292.
Download the official 2024 Form 5500 (PDF) for CI Distribution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CI Distribution's 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $396K | 44.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $247K | 28.0% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $72K | 8.2% | |
| BANC Master Deposit Account A Interest Bearing Cash ** 4 * Vanguard Real Estate Index Admial Mutual Fund | Mutual Funds | — | — | $71K | 8.0% | |
| Notes receivable from participants Bearing interest at 7.25%-9.50% - | Bonds / Notes | — | — | $42K | 4.8% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Fund | Common Collective Trusts | — | — | $31K | 3.5% | |
| Cash Non-Interest Bearing Cash | Cash / Money Market | — | — | $15K | 1.7% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | Common Collective Trusts | — | — | $8K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
