Aaron Chapman signed Community Living Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Living Services, Inc.'s EIN is 45-0416774.
Download the official 2024 Form 5500 (PDF) for Community Living Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Living Services, 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 |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BELL MODERATE GROWTH BELL BANK · EIN 20-1146868 / PN 001 | Common Collective Trust | — | — | $5.4M | 30.3% | |
| BELL BALANCED FUND BELL BANK · EIN 20-1146941 / PN 001 | Common Collective Trust | — | — | $2.6M | 14.5% | |
| BELL AGGRESSIVE GROWTH FUND BELL BANK · EIN 35-2315675 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.2% | |
| The Vanguard Group 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.1M | 6.2% | |
| BELL TARGET RETIREMENT 2055 FUND BELL BANK · EIN 37-6541235 / PN 001 | Common Collective Trust | — | — | $762K | 4.3% | |
| BELL TARGET RETIREMENT 2035 FUND BELL BANK · EIN 30-6351854 / PN 001 | Common Collective Trust | — | — | $747K | 4.2% | |
| BELL TARGET RETIREMENT 2050 FUND BELL BANK · EIN 61-6468478 / PN 001 | Common Collective Trust | — | — | $744K | 4.2% | |
| BELL TARGET RETIREMENT 2060 FUND BELL BANK · EIN 36-7662154 / PN 001 | Common Collective Trust | — | — | $497K | 2.8% | |
| The Vanguard Group Small Cap Growth Index Admiral Shares Mutual Fund | Mutual Funds | — | — | $449K | 2.5% | |
| BELL TARGET RETIREMENT 2045 FUND BELL BANK · EIN 30-6351855 / PN 001 | Common Collective Trust | — | — | $444K | 2.5% | |
| Vaguard Value Index Adm Mutual Fund | Other securities | — | — | $387K | 2.2% | |
| Notes Receivable from Participants Participant loans with interest rates of - | Participant loans | — | — | $294K | 1.7% | |
| BELL TARGET RETIREMENT 2040 FUND BELL BANK · EIN 35-7019612 / PN 001 | Common Collective Trust | — | — | $274K | 1.5% | |
| Hartford Small Cap Value Fund Class R6 Mutual Fund | Other securities | — | — | $267K | 1.5% | |
| T. Rowe Price Instl Large Cap Core Growth Mutual Fund | Other securities | — | — | $246K | 1.4% | |
| American Funds Euro Pacific GR R6 Mutual Fund | Mutual Funds | — | — | $171K | 1.0% | |
| Vanguard Mid Cap Index ADM Mutual Fund | Mutual Funds | — | — | $118K | 0.7% | |
| BELL MODERATE INCOME BELL BANK · EIN 20-1146969 / PN 001 | Common Collective Trust | — | — | $91K | 0.5% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $88K | 0.5% | |
| BELL TARGET RETIREMENT 2030 FUND BELL BANK · EIN 38-3903642 / PN 001 | Common Collective Trust | — | — | $86K | 0.5% | |
| BELL TARGET RETIREMENT 2065 FUND BELL BANK · EIN 84-6989280 / PN 001 | Common Collective Trust | — | — | $67K | 0.4% | |
| BELL TARGET TODAY FUND BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $63K | 0.4% | |
| BELL INCOME FUND BELL BANK · EIN 35-2315676 / PN 001 | Common Collective Trust | — | — | $52K | 0.3% | |
| The Vanguard Group Mid Cap Value index Fund Mutual Fund | Common Collective Trusts | — | — | $47K | 0.3% | |
| JP Morgan Mid Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $27K | 0.2% | |
| BELL TARGET RETIREMENT 2025 FUND BELL BANK · EIN 30-6351858 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
