Melissa Harden signed Cunningham Childrens Home's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cunningham Childrens Home's EIN is 37-0662521.
Download the official 2023 Form 5500 (PDF) for Cunningham Childrens Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cunningham Childrens Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $5K | — |
| FUTURE PLAN BY ASCENSUS | — | CHICAGO, IL | CONTRACT ADMIN | $3K | — |
| FUTUREPLAN BY ASCENSUS - BPC | — | BOSTON, MA | CONTRACT ADMIN | $205 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R5E | Mutual Funds | — | — | $2.4M | 13.9% | |
| American Funds 2020 Target Date Retirement R5E | Mutual Funds | — | — | $2.3M | 13.1% | |
| American Funds 2040 Target Date Retirement R5E | Mutual Funds | — | — | $1.9M | 10.7% | |
| American Funds 2035 Target Date Retirement R5E | Mutual Funds | — | — | $1.7M | 9.8% | |
| American Funds 2045 Target Date Retirement R5E | Mutual Funds | — | — | $1.5M | 8.3% | |
| American Funds 2025 Target Date Retirement R5E | Mutual Funds | — | — | $1.3M | 7.7% | |
| American Funds 2050 Target Date Retirement R5E | Mutual Funds | — | — | $1.3M | 7.4% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $861K | 4.9% | |
| American Funds Growth Fund of America R5E | Mutual Funds | — | — | $451K | 2.6% | |
| American Funds 2055 Target Date Retirement R5E | Mutual Funds | — | — | $443K | 2.5% | |
| s * American Funds 2015 Target Date Retirement R5E | Mutual Funds | — | — | $346K | 2.0% | |
| American Funds AMCAP R5E | Mutual Funds | — | — | $315K | 1.8% | |
| American Funds Small Cap World R5E | Mutual Funds | — | — | $299K | 1.7% | |
| American Funds Fundamental Investors R5E | Mutual Funds | — | — | $294K | 1.7% | |
| American Funds Interim Bond Fund of America R5E ** 319 * American Funds Investment Company of America R5E | Mutual Funds | — | — | $249K | 1.4% | |
| American Funds 2060 Target Date Retirement R5E | Mutual Funds | — | — | $218K | 1.2% | |
| American Funds US Government Money Market R5E | Mutual Funds | — | — | $161K | 0.9% | |
| American Funds Multi Sector Income R5E ** 530 * American Funds New Economy R5E | Mutual Funds | — | — | $149K | 0.9% | |
| American Funds Capital Income Builder R5E | Mutual Funds | — | — | $142K | 0.8% | |
| American Funds Washington Mutual R5E | Mutual Funds | — | — | $140K | 0.8% | |
| American Funds 2065 Target Date Retirement R5E | Mutual Funds | — | — | $110K | 0.6% | |
| American Funds New Perspective R5E | Mutual Funds | — | — | $91K | 0.5% | |
| American Funds New World R5E | Mutual Funds | — | — | $84K | 0.5% | |
| American Funds American High-Income R5E | Mutual Funds | — | — | $66K | 0.4% | |
| American Funds American Balanced R5E | Mutual Funds | — | — | $59K | 0.3% | |
| American Funds Bond Fund of America R5E | Mutual Funds | — | — | $52K | 0.3% | |
| American Funds Capital World Growth & Income R5E | Mutual Funds | — | — | $47K | 0.3% | |
| American Funds US Government Securities R5E | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $30K | 0.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1K | <0.1% |
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 |
|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $28K | — |
