David Kramer signed Center for Human Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Center for Human Services, Inc.'s EIN is 44-0609255.
Download the official 2023 Form 5500 (PDF) for Center for Human Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Center for Human Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY (PLA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA Index Solution 2035 Portfolio 242,483.289 shares | Other securities | — | $242K | $2.8M | 14.7% | |
| VOYA Index Solution 2025 Portfolio 218,472.107 shares | Other securities | — | $218K | $2.3M | 12.3% | |
| VOYA Index Solution 2045 Portfolio 182,708.923 shares | Other securities | — | $183K | $2.3M | 12.1% | |
| VOYA Index Solution 2055 Portfolio 73,923.988 shares | Other securities | — | $74K | $1.3M | 6.7% | |
| VOYA TRowe Price Capital Appr. Portfolio 41,392.975 shares | Mutual Funds | — | $41K | $1.2M | 6.2% | |
| Fidelity Advisor New Insights Fund 23,662.539 shares | Mutual Funds | — | $24K | $886K | 4.7% | |
| VOYA Index Solution Income Portfolio 79,749.992 shares | Other securities | — | $80K | $764K | 4.1% | |
| BlackRock Equity Dividend Fund 31,090.294 shares | Other securities | — | $31K | $641K | 3.4% | |
| American New Perspective Fund 10,042.708 shares | Other securities | — | $10K | $614K | 3.3% | |
| VOYA Fixed Plus Account III | Other securities | — | — | $544K | 2.9% | |
| VOYA Midcap Opportunities Portfolio 143,516.753 shares | Other securities | — | $144K | $421K | 2.2% | |
| TCW Total Return Bond Fund 46,165.826 shares | Other securities | — | $46K | $371K | 2.0% | |
| Invesco International Equity 13,524.237 shares | Mutual Funds | — | $14K | $327K | 1.8% | |
| VOYA JP Morgan Mid Cap Value Portfolio 22,002.479 shares | Other securities | — | $22K | $326K | 1.7% | |
| American Growth Fund of America Fund 3,116.369 shares | Other securities | — | $3K | $223K | 1.2% | |
| VOYA US Stock Index Portfolio 10,381.823 shares | Other securities | — | $10K | $213K | 1.1% | |
| Loomis Sayles Bond Fund 17,857.546 shares | Other securities | — | $18K | $203K | 1.1% | |
| Alliance Berstein Global Bond Fund 27,744.882 shares | Other securities | — | $28K | $189K | 1.0% | |
| Participant loans Interest at 5.25% - 9.50% | Bonds / Notes | — | — | $170K | 0.9% | |
| VOYA Russell MidCap Index Portfolio 16,090.531 shares | Other securities | — | $16K | $168K | 0.9% | |
| Invesco Small Cap Growth Fund 7,080.440 shares | Mutual Funds | — | $7K | $161K | 0.9% | |
| VOYA Index Solution 2040 Portfolio 9,084.761 shares | Other securities | — | $9K | $159K | 0.9% | |
| Invesco Developing Markets Fund 3,338.443 shares | Mutual Funds | — | $3K | $135K | 0.7% | |
| VOYA Index Solution 2030 Portfolio 8,508.761 shares | Other securities | — | $9K | $132K | 0.7% | |
| American Income of America Fund 4,607.282 shares | Other securities | — | $5K | $111K | 0.6% | |
| VOYA Index Solution 2060 Portfolio 7,064.742 shares | Other securities | — | $7K | $106K | 0.6% | |
| VOYA Russell Small Cap Index Portfolio 8,023.687 shares | Other securities | — | $8K | $104K | 0.6% | |
| VOYA Index Solution 2050 Portfolio 5,533.889 shares | Other securities | — | $6K | $103K | 0.5% | |
| American Fundamental Investors Fund 1,067.145 shares | Other securities | — | $1K | $86K | 0.5% | |
| Victory Small Company Opportunity Fund 1,954.508 shares | Common Stocks | — | $2K | $83K | 0.4% | |
| VOYA Index Solution 2065 Portfolio 6,065.974 shares | Other securities | — | $6K | $78K | 0.4% | |
| PIMCO High Yield Fund 7,832.558 shares | Mutual Funds | — | $8K | $62K | 0.3% | |
| American Century Inflation Adjusted Bond Fund 2,537.088 shares | Other securities | — | $3K | $26K | 0.1% | |
| VOYA Clarion Real Estate Portfolio 770.364 shares | Other securities | — | — | $19K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
