Anthony Warren signed Cfbank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cfbank's EIN is 34-0137475.
Download the official 2024 Form 5500 (PDF) for Cfbank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cfbank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 31-4156830 | COLUMBUS, OH | OTHER SERVICES | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS, INC. | 20-4548831 | COPLEY, OH | TPA | $720 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS CORP, LLC | 41-1416330 | — | OTHER SERVICES | $12K | — |
| UBS FINANCIAL SERVICES INC | 12-2638166 | NASHVILLE, TN | OTHER SERVICES | -$4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $917K | 13.1% | |
| VNGRD TRGT RTRMT 2045 INV VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $917K | 13.1% | |
| VNGRD TRGT RTRMT 2040 INV VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $688K | 9.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $688K | 9.8% | |
| WLMNTR LGCAPGR III R1 CIT GREAT GRAY TRUST · EIN 92-1941236 / PN 000 | Pooled Separate Account | — | — | $658K | 9.4% | |
| VNGRD 500 INDEX FD AS VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $439K | 6.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $323K | 4.6% | |
| VNGRD TRGT RTRMT 2035 INV VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $323K | 4.6% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $310K | 4.4% | |
| VNGRD TRGT RTRMT 2055 INV VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $310K | 4.4% | |
| AMERICAN CNTRY MID CAP VALUE FND-CL AMERICAN CENTURY · EIN 44-0640487 / PN 000 | Pooled Separate Account | — | — | $307K | 4.4% | |
| American Funds American Balanced Funds Mutual Fund | Mutual Funds | — | — | $287K | 4.1% | |
| AMFDS AM BAL R6 AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $287K | 4.1% | |
| DFA US Target Value Institutional Mutual Fund | Mutual Funds | — | — | $261K | 3.7% | |
| DFA US TRGT VAL INST DFA · EIN 32-0174431 / PN 000 | Pooled Separate Account | — | — | $261K | 3.7% | |
| American Funds EuroPacific Growth Mutual Fund | Mutual Funds | — | — | $256K | 3.6% | |
| EUPAC FUND - CLASS R6 AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $256K | 3.6% | |
| BLKRK HGH YIELD PORTFOLIO - CLASS K BLACKROCK · EIN 32-0174431 / PN 000 | Pooled Separate Account | — | — | $238K | 3.4% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $232K | 3.3% | |
| VNGRD TRGT RTRMT 2050 INV VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $232K | 3.3% | |
| VICTORY PIONEER BOND FUND - CLASS Y VICTORY · EIN 15-5302268 / PN 000 | Pooled Separate Account | — | — | $141K | 2.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $118K | 1.7% | |
| FID 500 INDX FIDELITY · EIN 13-3673037 / PN 000 | Pooled Separate Account | — | — | $118K | 1.7% | |
| Participants' Notes Receivables Interest 3.25% to 8.50% | Bonds / Notes | — | — | $117K | 1.7% | |
| NW NYSE ARCTCH100INDX R6 NATIONWIDE · EIN 31-1432329 / PN 000 | Pooled Separate Account | — | — | $116K | 1.7% | |
| Dodge Cox International Stock Mutual Fund | Mutual Funds | — | — | $112K | 1.6% | |
| DODGECOX INTL STK CLASS I DODGE & COX · EIN 94-6067274 / PN 000 | Pooled Separate Account | — | — | $112K | 1.6% | |
| T. Rowe Price Health Science Mutual Fund | Other securities | — | — | $98K | 1.4% | |
| TROWEPR HLTH SCNC T. ROWE PRICE · EIN 52-1309931 / PN 000 | Pooled Separate Account | — | — | $98K | 1.4% | |
| Invesco Diversified Dividend Mutual Fund | Mutual Funds | — | — | $84K | 1.2% | |
| INVSCO DIVRSDIVD R5 INVESCO · EIN 13-3673037 / PN 000 | Pooled Separate Account | — | — | $84K | 1.2% | |
| Aggregate SDBA Assets Self-Directed Brokerage Account 716 Vanguard Target Retirement Income Mutual Fund | Self-Directed Brokerage | — | — | $83K | 1.2% | |
| VNGRD TRGT RTRMT INC VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $83K | 1.2% | |
| Wlmntrbr Mid Cap Equity Index R Mutual Fund | Common Collective Trusts | — | — | $74K | 1.1% | |
| WLMNTRBR MDCAP EQ INDX R CIT GREAT GRAY TRUST · EIN 92-1941236 / PN 000 | Pooled Separate Account | — | — | $74K | 1.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $71K | 1.0% | |
| FID INTL INDX FIDELITY · EIN 13-3673037 / PN 000 | Pooled Separate Account | — | — | $71K | 1.0% | |
| Goldman Sachs GQG Partners Intl Opportunities Fund R6 Mutual Fund | Other securities | — | — | $69K | 1.0% | |
| GDMNSCS GQGPTNRINTLOPPR R6 GOLDMAN SACHS · EIN 13-3571598 / PN 000 | Pooled Separate Account | — | — | $69K | 1.0% | |
| NW LOOMIS ALLCAP GR R6 NATIONWIDE · EIN 31-1432329 / PN 000 | Pooled Separate Account | — | — | $65K | 0.9% | |
| Adventus US Large Cap Value Institutional Mutual Fund | Other securities | — | — | $62K | 0.9% | |
| AVNTS US LGCAP VAL INST AMERICAN CENTURY · EIN 44-0640487 / PN 000 | Pooled Separate Account | — | — | $62K | 0.9% | |
| Nationwide Destination 2050 Mutual Fund 10 * Nationwide Destination 2055 Mutual Fund 102 * Nationwide Fixed Selection Option Guaranteed Investment Contract | Stable Value | — | — | $59K | 0.8% | |
| JPMorgan Large Cap Growth Mutual Fund | Other securities | — | — | $58K | 0.8% | |
| JPM LGCAP GR R6 JP MORGAN · EIN 13-3673037 / PN 000 | Pooled Separate Account | — | — | $58K | 0.8% | |
| JPMorgan Equity Income Mutual Fund | Other securities | — | — | $55K | 0.8% | |
| JPM EQ INC R5 JP MORGAN · EIN 13-3673037 / PN 000 | Pooled Separate Account | — | — | $55K | 0.8% | |
| Avantis Emerging Markets Equity Fund Mutual Fund | Other securities | — | — | $54K | 0.8% | |
| AVNTS EMRG MKT EQ INST AVANTIS INVESTORS · EIN 13-3673037 / PN 000 | Pooled Separate Account | — | — | $54K | 0.8% | |
| PGIM JNISN SM CO Z PGIM · EIN 22-2540245 / PN 000 | Pooled Separate Account | — | — | $52K | 0.7% |
