Ashley Phillips signed Community Action Partnership of Greater St. Joseph's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Action Partnership of Greater St. Joseph's EIN is 43-0829262.
Download the official 2024 Form 5500 (PDF) for Community Action Partnership of Greater St. Joseph from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Action Partnership of Greater St. Joseph'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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICE, INC. | 16-1503696 | — | N/A | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $403K | 19.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $302K | 14.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $290K | 13.7% | |
| Fidelity 500 Index Institutional Premium | Common Collective Trusts | — | — | $241K | 11.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $212K | 10.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $179K | 8.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $151K | 7.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $123K | 5.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $70K | 3.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $61K | 2.9% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $34K | 1.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $23K | 1.1% | |
| AB Large Cap Growth Z | Other securities | — | — | $4K | 0.2% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Equity Income Admiral | 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.
