Commissioning Agents Inc.'s EIN is 35-1986486.
Download the official 2024 Form 5500 (PDF) for Commissioning Agents Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commissioning Agents Inc.'s plan includes profit-sharing, a 401(k) feature, an ESOP, an S-corporation ESOP, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVI | — | MUNCIE, IN | TRUSTEE, TPA | $129K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| OF COMMISSIONING AGENTS, INC. | Common Stocks | — | $15.6M | $75.7M | 43.9% | |
| MONEY MARKET FUND SHARES Federated Government Obligations Fund 14,874,096 | Cash / Money Market | — | — | $14.9M | 8.6% | |
| Vanguard 500 Index Fund Admiral 16,867 | Common Collective Trusts | — | — | $9.2M | 5.3% | |
| Fidelity Contrafund 210,848 | Mutual Funds | — | — | $6.6M | 3.8% | |
| Vanguard Target Retirement 2030 Fund Investor 153,209 | Mutual Funds | — | — | $5.8M | 3.4% | |
| Vanguard Target Retirement 2035 Fund Investor 232,029 | Mutual Funds | — | — | $5.6M | 3.2% | |
| Vanguard Target Retirement 2040 Fund Investor 120,793 | Mutual Funds | — | — | $5.2M | 3.0% | |
| Vanguard Target Retirement 2045 Fund Investor 133,275 | Mutual Funds | — | — | $4.0M | 2.3% | |
| Vanguard Target Retirement 2060 Fund Investor 60,093 | Mutual Funds | — | — | $3.1M | 1.8% | |
| Vanguard Target Retirement 2055 Fund Investor 46,634 | Mutual Funds | — | — | $2.6M | 1.5% | |
| Vanguard Target Retirement 2050 Fund Investor 50,068 | Mutual Funds | — | — | $2.5M | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral 7,219 | Common Collective Trusts | — | — | $2.4M | 1.4% | |
| Vanguard Windsor II Fund Admiral 22,920 | Mutual Funds | — | — | $1.8M | 1.0% | |
| Vanguard Small Cap Index Fund Admiral 14,997 | Common Collective Trusts | — | — | $1.7M | 1.0% | |
| Vanguard High Dividend Yield Index Fund Admiral 42,470 | Common Collective Trusts | — | — | $1.6M | 0.9% | |
| T. Rowe Price Dividend Growth Fund 21,232 | Other securities | — | — | $1.6M | 0.9% | |
| Vanguard Target Retirement 2025 Fund Investor 86,822 | Mutual Funds | — | — | $1.6M | 0.9% | |
| Dodge & Cox International Fund 23,346 | Mutual Funds | — | — | $1.3M | 0.7% | |
| Vanguard Target Retirement 2065 Fund Investor 34,495 | Mutual Funds | — | — | $1.2M | 0.7% | |
| Vanguard Small Cap Growth Index Fund Admiral 11,529 | Common Collective Trusts | — | — | $1.1M | 0.7% | |
| MFS Mid Cap Growth Fund R6 34,095 | Mutual Funds | — | — | $1.1M | 0.6% | |
| Vanguard Selected Value Fund 37,580 | Mutual Funds | — | — | $1.0M | 0.6% | |
| Vanguard International Growth Fund Admiral 9,255 | Mutual Funds | — | — | $940K | 0.5% | |
| Vanguard Small Cap Value Index Fund Admiral 10,511 | Common Collective Trusts | — | — | $895K | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.00-8.50%, with maturities through November 2033 0 | Bonds / Notes | — | — | $848K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Investor 31,007 | Mutual Funds | — | — | $821K | 0.5% | |
| Federated Short-Intermediate Total Return Bond Fund 78,660 | Other securities | — | — | $791K | 0.5% | |
| Federated Total Return Bond Fund 78,655 | Other securities | — | — | $735K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral 4,781 | Common Collective Trusts | — | — | $604K | 0.3% | |
| American Funds EuroPacific Growth Fund R6 9,952 | Mutual Funds | — | — | $535K | 0.3% | |
| Vanguard Balanced Index Fund Admiral 10,632 | Common Collective Trusts | — | — | $515K | 0.3% | |
| Vanguard Short-Term Federal Fund Admiral 41,990 | Mutual Funds | — | — | $426K | 0.2% | |
| Fidelity Advisor International Small Cap Fund 13,009 | Mutual Funds | — | — | $400K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral 11,501 | Common Collective Trusts | — | — | $364K | 0.2% | |
| Vanguard Target Income Fund 26,792 | Mutual Funds | — | — | $351K | 0.2% | |
| Vanguard Emerging Market Stock Index Admiral 9,127 | Mutual Funds | — | — | $336K | 0.2% | |
| Lord Abbett High Yield Fund R6 50,932 | Mutual Funds | — | — | $327K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities 11,810 | Mutual Funds | — | — | $287K | 0.2% | |
| REGISTERED INVESTMENT COMPANIES American Capital World Bond Fund R6 12,277 | Other securities | — | — | $192K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Investor 3,451 | Mutual Funds | — | — | $92K | <0.1% | |
| Fidelity Money Market 1,280 | Mutual Funds | — | — | $1K | <0.1% |
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