Tiffany McDonald signed Community Management Holdings Topco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Management Holdings Topco, LLC's EIN is 33-1610276.
Download the official 2024 Form 5500 (PDF) for Community Management Holdings Topco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Management Holdings Topco, LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK LIFETIME BLEND 2045 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $4.3M | 19.2% | |
| JOHN HANCOCK LIFETIME BLEND 2035 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $2.8M | 12.4% | |
| JOHN HANCOCK LIFETIME BLEND 2025 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $2.5M | 11.0% | |
| JOHN HANCOCK LIFETIME BLEND 2040 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $2.0M | 8.9% | |
| JOHN HANCOCK LIFETIME BLEND 2030 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $2.0M | 8.8% | |
| JOHN HANCOCK LIFETIME BLEND 2050 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $1.4M | 6.4% | |
| Fidelity Investments, Inc. Fidelity 500 Index Fd | Common Collective Trusts | — | — | $1.4M | 6.2% | |
| JOHN HANCOCK LIFETIME BLEND 2055 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $1.1M | 5.0% | |
| JOHN HANCOCK LIFETIME BLEND 2060 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $747K | 3.3% | |
| Plan Participants Notes receivable from participants with maturity dates through December 2029 with interest rates ranging from 5.25 - 10.50% -0- | Bonds / Notes | — | — | $469K | 2.1% | |
| JOHN HANCOCK LIFETIME BLEND 2020 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $466K | 2.1% | |
| JOHN HANCOCK LIFETIME BLEND 2010 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 015 | Common Collective Trust | — | — | $463K | 2.1% | |
| Massachusetts Financial Services Company MFS International Equity R6 | Mutual Funds | — | — | $371K | 1.7% | |
| JOHN HANCOCK LIFETIME BLEND 2015 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 016 | Common Collective Trust | — | — | $347K | 1.5% | |
| JOHN HANCOCK LIFETIME BLEND 2065 TR JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $344K | 1.5% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $338K | 1.5% | |
| Vanguard Group Inc Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $324K | 1.4% | |
| J.P. Morgan Investment Management, Inc. JP Morgan Large Growth R6 | Common Stocks | — | — | $293K | 1.3% | |
| FEDERATED TOTAL RETURN BOND CIT GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $227K | 1.0% | |
| Fidelity Investments, Inc. Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $226K | 1.0% | |
| J.P. Morgan Investment Management, Inc. JPMorgan US Govt MMkt Cap Cl | Common Stocks | — | — | $82K | 0.4% | |
| Columbia Sel Mid Cap Value I3 | Other securities | — | — | $75K | 0.3% | |
| J.P. Morgan Investment Management, Inc. Undiscovered Mgrs Behav Val R6 | Common Stocks | — | — | $57K | 0.3% | |
| Dimensional Fund Advisors LP DFA Emerging Markets Core Eq I | Mutual Funds | — | — | $47K | 0.2% | |
| Cohen & Steers Capital Management, Inc. Cohen & Steers Inst Realty | Mutual Funds | — | — | $31K | 0.1% | |
| Guaranteed interest account * Principal Life Insurance Company Guaranteed interest account | Common Stocks | — | — | $31K | 0.1% | |
| SMALL CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $15K | <0.1% | |
| NEUBERGER BERMAN LGE CAP VAL TRUST GREAT GRAY TRUST COMPANY · EIN 38-7264545 / PN 708 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity Investments, Inc. Fidelity International Sm Cap | Mutual Funds | — | — | $10K | <0.1% | |
| Carillon Tower Advisers, Inc. Eagle Mid Cap Growth Fund R6 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
