Eric Rosencrants signed Community Programs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Programs, Inc.'s EIN is 38-2233166.
Download the official 2024 Form 5500 (PDF) for Community Programs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Programs, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | — | BIRMINGHAM, MI | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $1.0M | 24.8% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares | Mutual Funds | — | — | $475K | 11.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $343K | 8.5% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $337K | 8.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $285K | 7.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $210K | 5.2% | |
| Victory Capital Management Pioneer Fundamental Growth Fund | Other securities | — | — | $207K | 5.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $194K | 4.8% | |
| Vanguard Mid Cap Index Admiral 100 Vanguard Small-Cap Admiral 100 Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $177K | 4.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $167K | 4.1% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $166K | 4.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $163K | 4.0% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $162K | 4.0% | |
| Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $78K | 1.9% | |
| TCW Group TCW MetWest Total Return Bond Plan 717 Vanguard 500 Index Fund 102 Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $35K | 0.9% | |
| Dimensional Fund Advisors DFA International Core Equity 102 Dimensional Fund Advisors DFA Real Estate Securities Fund 101 Federated Investors Federated Prime Cash Obligations Fund | Mutual Funds | — | — | $21K | 0.5% | |
| JP Morgan Asset Management JPMorgan Equity Income R6 101 Loomis Sayles Loomis Sayles Global Allocation 102 MFS Investments MFS Mid Cap Value Fund 101 PIMCO High Yield Institutional | Mutual Funds | — | — | $18K | 0.5% | |
| Fidelity Select Software & IT Services | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
