Julie Aitkens signed Central Missouri Community Action's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Central Missouri Community Action's EIN is 43-0835026.
Download the official 2024 Form 5500 (PDF) for Central Missouri Community Action from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central Missouri Community Action'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF MISSOURI | — | COLUMBIA, MO | INVESTMENT ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BANK OF MISSOURI AGGRESSIVE | Other securities | — | — | $1.9M | 33.3% | |
| BANK OF MISSOURI GROWTH | Other securities | — | — | $761K | 13.0% | |
| BlackRock LifePath 2040 | Other securities | — | — | $608K | 10.4% | |
| VANGUARD BALANCED INDEX ADMIRAL | Mutual Funds | — | — | $568K | 9.7% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $526K | 9.0% | |
| BlackRock LifePath 2050 | Other securities | — | — | $208K | 3.5% | |
| BlackRock LifePath 2035 | Other securities | — | — | $192K | 3.3% | |
| JP MORGAN LARGE CAP GROWTH | Other securities | — | — | $183K | 3.1% | |
| BANK OF MISSOURI MODERATE | Other securities | — | — | $135K | 2.3% | |
| BlackRock LifePath 2055 | Other securities | — | — | $121K | 2.1% | |
| BlackRock LifePath 2030 | Other securities | — | — | $110K | 1.9% | |
| BlackRock LifePath 2045 | Other securities | — | — | $106K | 1.8% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $103K | 1.8% | |
| BANK OF MISSOURI CONSERVATIVE | Other securities | — | — | $87K | 1.5% | |
| BlackRock LifePath 2060 | Other securities | — | — | $43K | 0.7% | |
| BARON ASSET FUND CLASS R6 | Other securities | — | — | $34K | 0.6% | |
| DFA LARGE COMPANY INDEX - INST | Mutual Funds | — | — | $34K | 0.6% | |
| VANGUARD SMALL CAP GROWTH | Mutual Funds | — | — | $18K | 0.3% | |
| DFA US LARGE CAP INTERNATIONAL | Mutual Funds | — | — | $13K | 0.2% | |
| DFA INTERNATIONAL CORE EQUITY | Mutual Funds | — | — | $10K | 0.2% | |
| DFA EMERGING MARKETS CORE | Mutual Funds | — | — | $8K | 0.1% | |
| BNY MELLON MIDCAP INDEX INCOME | Other securities | — | — | $6K | 0.1% | |
| DFA US TARGET VALUE | Mutual Funds | — | — | $6K | 0.1% | |
| PIMCO TOTAL RETURN INSTL | Mutual Funds | — | — | $6K | 0.1% | |
| DFA REAL ESTATE | Mutual Funds | — | — | $6K | <0.1% | |
| PIMCO HIGH YIELD INSTL | Mutual Funds | — | — | $4K | <0.1% | |
| VANGUARD MONEY MARKET | Mutual Funds | — | — | $3K | <0.1% | |
| BlackRock LifePath 2065 | Other securities | — | — | $967 | <0.1% | |
| Synthetic Cash | Cash / Money Market | — | — | $407 | <0.1% | |
| VANGUARD SHORT TEST FED ADMIRAL | Mutual Funds | — | — | $60 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
