James Sharp signed Community Link, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Link, Inc.'s EIN is 37-0955971.
Download the official 2024 Form 5500 (PDF) for Community Link, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Link, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SMALL CAP VALUE III CL R1 FUND | Other securities | — | $0 | $986K | 23.6% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | $0 | $854K | 20.4% | |
| PGIM HIGH YIELD R6 FUND | Other securities | — | $0 | $401K | 9.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $401K | 9.6% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $397K | 9.5% | |
| LARGE CAP VALUE R1 FUND | Other securities | — | $0 | $372K | 8.9% | |
| MID CAP VALUE FUND II CLASS R1 | Other securities | — | $0 | $225K | 5.4% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | $0 | $213K | 5.1% | |
| SMALL CAP GROWTH R1 FUND | Other securities | — | $0 | $152K | 3.6% | |
| MID CAP GROWTH II CL R1 FUND | Other securities | — | $0 | $126K | 3.0% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $103K | 2.5% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $103K | 2.5% | |
| AM FDS BD FD OF AM R6 FD | Other securities | — | $0 | $91K | 2.2% | |
| DFA EMERG MKT CORE EQTY I FD | Mutual Funds | — | $0 | $85K | 2.0% | |
| COHEN & STEERS RE EST SEC Z FD | Other securities | — | $0 | $73K | 1.7% | |
| FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | $0 | $60K | 1.4% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $60K | 1.4% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $47K | 1.1% | |
| FID LC GR INDEX FUND | Common Collective Trusts | — | $0 | $47K | 1.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
