Andrew Gilroy signed Community Care Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Care Services' EIN is 38-2601865.
Download the official 2024 Form 5500 (PDF) for Community Care Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Care Services' plan includes a 403(b) annuity, 403(b) custodial accounts.
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 | — | NONE KNOWN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | 58-1707262 | — | NONE KNOWN | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lifetime 2020 R4 Fund | Other securities | — | — | $555K | 16.3% | |
| Lifetime 2035 R4 Fund | Other securities | — | — | $366K | 10.7% | |
| Lifetime 2030 R4 Fund | Other securities | — | — | $331K | 9.7% | |
| Lifetime 2025 R4 Fund | Other securities | — | — | $274K | 8.0% | |
| Lifetime 2040 R4 Fund | Other securities | — | — | $223K | 6.5% | |
| The Lincoln National Life Insurance Company Group annuity contract - Fixed Account | Common Stocks | — | — | $179K | 5.3% | |
| Lifetime 2050 R4 Fund | Other securities | — | — | $161K | 4.7% | |
| Select Risk Moderate Investor C | Other securities | — | — | $154K | 4.5% | |
| LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $137K | 4.0% | |
| Principal Trust Company Lifetime 2015 R4 Fund | Common Stocks | — | — | $124K | 3.6% | |
| MassMutual Ascend Life Insurance Company Fixed annuity - Great American Fixed Annuity | Common Stocks | — | — | $109K | 3.2% | |
| American Funds Growth | Mutual Funds | — | — | $84K | 2.5% | |
| Main Street A * 83 Select Risk Moderate Investor A | Other securities | — | — | $75K | 2.2% | |
| Lifetime 2045 R4 Fund | Other securities | — | — | $67K | 2.0% | |
| Lifetime 2055 R4 Fund | Other securities | — | — | $62K | 1.8% | |
| Equity Income R4 Fund | Other securities | — | — | $59K | 1.7% | |
| Participants notes receivables bearing interest at rates ranging from 4.25 to 6.50 percent - | Other securities | — | — | $43K | 1.3% | |
| Fidelity VIP Growth | Mutual Funds | — | — | $31K | 0.9% | |
| LVIP T. Rowe Price Mid Cap Growth * 200 MFS Utilities | Mutual Funds | — | — | $31K | 0.9% | |
| AB Large Cap Growth A Fund | Other securities | — | — | $31K | 0.9% | |
| Securities R4 Fund | Real Estate | — | — | $31K | 0.9% | |
| LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $25K | 0.7% | |
| LVIP Blended Large Cap Growth Managed Volitlity * 126 LVIP Delaware Bond * 176 LVIP Delaware Mid Cap Value Fund | Other securities | — | — | $22K | 0.6% | |
| Global A | Other securities | — | — | $20K | 0.6% | |
| Delaware VIP SMID Cap Core Series | Other securities | — | — | $18K | 0.5% | |
| Lifetime 2060 R4 Fund | Other securities | — | — | $17K | 0.5% | |
| American Funds International | Mutual Funds | — | — | $12K | 0.3% | |
| Delaware VIP Small Cap Value | Other securities | — | — | $12K | 0.3% | |
| LVIP T. Rowe Price Structured Mid-Cap Growth | Other securities | — | — | $11K | 0.3% | |
| American Balanced F-1 | Other securities | — | — | $11K | 0.3% | |
| ABS VPS Global Thematic Growth | Structured Credit (CLO/ABS) | — | — | $10K | 0.3% | |
| Dividend Income R * 85 Capital Group, Inc. American Balance Fund A | Common Stocks | — | — | $9K | 0.3% | |
| Fidelity VIP Contrafund | Mutual Funds | — | — | $9K | 0.3% | |
| EuroPacific Growth Fund F-1 | Other securities | — | — | $8K | 0.2% | |
| LVIP Delaware Social Awareness | Other securities | — | — | $8K | 0.2% | |
| The Lincoln National Life Insurance Company Europacific Growth Fund A | Common Stocks | — | — | $8K | 0.2% | |
| Multi-Asset Income R * 227 Multi-Asset Income A | Other securities | — | — | $7K | 0.2% | |
| Global Opportunities R | Other securities | — | — | $5K | 0.2% | |
| Active Allocation C | Other securities | — | — | $5K | 0.2% | |
| Advantage International R * 298 International Diversified R * 503 Main Street All Cap R * 123 Main Street Mid Cap R * 350 Main Street Small Cap R * 351 Select Risk Moderately Conservative Investor R | Other securities | — | — | $5K | 0.2% | |
| Delaware VIP Diversified Income | Other securities | — | — | $5K | 0.1% | |
| Global Opportunities A | Other securities | — | — | $5K | 0.1% | |
| Lifetime 2065 R4 Fund | Other securities | — | — | $5K | 0.1% | |
| Gold and Special Minerals A * 96 Fundamental Alternatives A * 410 Global Allocation A * 122 International Diversified A | Other securities | — | — | $5K | 0.1% | |
| Dividend Income A | Other securities | — | — | $4K | 0.1% | |
| LVIP Mondrian International Value | Other securities | — | — | $4K | 0.1% | |
| Senior Floating Rate R * 439 Emerging Markets Innovators A | Bonds / Notes | — | — | $4K | 0.1% | |
| Active Allocation A | Other securities | — | — | $4K | 0.1% | |
| Delaware VIP Reit | Common Stocks | — | — | $3K | <0.1% | |
| LVIP Baron Growth Opportunities * 650 LVIP BlackRock Dividend Value Managed Volatility | Other securities | — | — | $3K | <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 |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 51-6041053 | — | NONE KNOWN | $0 | — |
