Latoya Botteron signed Central Indiana Corporate Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Indiana Corporate Partnership's EIN is 35-2065459.
Download the official 2024 Form 5500 (PDF) for Central Indiana Corporate Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Indiana Corporate Partnership's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 2,748 | Common Collective Trusts | — | — | $2.6M | 15.4% | |
| Vanguard Target Retirement 2055 Fund 12,395 | Mutual Funds | — | — | $2.1M | 12.6% | |
| Vanguard Target Retirement 2045 Fund 27,828 | Mutual Funds | — | — | $2.0M | 12.3% | |
| Vanguard Target Retirement 2050 Fund 37,692 | Mutual Funds | — | — | $1.4M | 8.3% | |
| Vanguard Target Retirement 2040 Fund 68,929 | Mutual Funds | — | — | $1.3M | 7.7% | |
| Vanguard Target Retirement 2035 Fund 29,715 | Mutual Funds | — | — | $1.2M | 6.9% | |
| Harbor Capital Appreciation Fund I 7,173 | Other securities | — | — | $1.0M | 6.0% | |
| Vanguard Target Retirement 2060 Fund 8,286 | Mutual Funds | — | — | $635K | 3.8% | |
| American Funds Washington Mutual Inv Fund R6 23,898 | Mutual Funds | — | — | $630K | 3.8% | |
| American Funds EuroPacific Growth Fund R5 10,229 | Mutual Funds | — | — | $629K | 3.8% | |
| Diamond Hill Small-Mid Cap Fund Inv 12,545 | Other securities | — | — | $608K | 3.6% | |
| Vanguard Target Retirement 2030 Fund 48,087 | Mutual Funds | — | — | $572K | 3.4% | |
| Vanguard Target Retirement 2025 Fund 15,095 | Mutual Funds | — | — | $291K | 1.7% | |
| Vanguard Target Retirement 2065 Fund 299 | Mutual Funds | — | — | $279K | 1.7% | |
| Fidelity Total International Index Fund 6,869 | Common Collective Trusts | — | — | $263K | 1.6% | |
| Fidelity Extended Market Index Fund 15,743 | Common Collective Trusts | — | — | $250K | 1.5% | |
| Fidelity Leveraged Co Stock Fund 19,565 | Mutual Funds | — | — | $242K | 1.4% | |
| Vanguard FTSE Social Index Fund 13,811 | Common Collective Trusts | — | — | $167K | 1.0% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $155K | 0.9% | |
| Vanguard Short-Term Federal Fund 15,592 | Mutual Funds | — | — | $140K | 0.8% | |
| Fidelity Inflation Protected Bond Index Fund 6,315 | Common Collective Trusts | — | — | $140K | 0.8% | |
| Fidelity US Bond Index Fund 8,798 | Common Collective Trusts | — | — | $70K | 0.4% | |
| MetWest Total Return Bond Fund Adm 2,962 | Other securities | — | — | $64K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES | Other securities | — | — | $12K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
