LORA Higgins signed Community Action Agency's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Action Agency's EIN is 38-1803599.
Download the official 2023 Form 5500 (PDF) for Community Action Agency from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Action Agency's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Advisors, LLC Blackrock Lifepath Index 2040 K Fund | Mutual Funds | — | — | $2.1M | 21.3% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2025 K Fund | Other securities | — | — | $2.1M | 21.1% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2035 K Fund | Other securities | — | — | $1.3M | 12.7% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2030 K Fund | Other securities | — | — | $961K | 9.6% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2055 K Fund | Other securities | — | — | $858K | 8.6% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2045 K Fund | Other securities | — | — | $589K | 5.9% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index Retirement K Fund | Other securities | — | — | $588K | 5.9% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2050 K Fund | Other securities | — | — | $568K | 5.7% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2060 K Fund | Other securities | — | — | $372K | 3.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $260K | 2.6% | |
| Blackrock Advisors, LLC Blackrock Lifepath Index 2065 K Fund | Other securities | — | — | $96K | 1.0% | |
| Fully benefit-responsive investment contract with insurance company * Principal Life Insurance Company Principal Fixed Income Guaranteed Option "PFIGO" 1.55% interest as of September 30, 2024 | Bonds / Notes | — | — | $81K | 0.8% | |
| Massachusetts Financial SVC Co MFS Growth R6 Fund | Mutual Funds | — | — | $32K | 0.3% | |
| MFS Investment Management MFS Total Return R6 Fund | Mutual Funds | — | — | $17K | 0.2% | |
| Blackrock Advisors, LLC Ishares S&P 500 Index K Fund | Common Collective Trusts | — | — | $11K | 0.1% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Capital Research & Management American Funds New World R6 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
