CHAD Leavell signed Community Systems Support and Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Systems Support and Management Services, Inc.'s EIN is 47-1464237.
Download the official 2024 Form 5500 (PDF) for Community Systems Support and Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Systems Support and Management Services, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | NONE | $52K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $2.3M | 9.3% | |
| Lincoln Financial Group | Common Stocks | — | — | $2.1M | 8.6% | |
| Lincoln Financial Group | Common Stocks | — | — | $1.8M | 7.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.7M | 7.0% | |
| Fidelity Investments | Mutual Funds | — | — | $1.5M | 6.2% | |
| Lincoln Financial Group | Common Stocks | — | — | $1.5M | 6.0% | |
| Lincoln Financial Group | Common Stocks | — | — | $1.5M | 5.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.4M | 5.6% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 5.0% | |
| Lincoln Financial Group | Common Stocks | — | — | $1.2M | 4.9% | |
| Lincoln Financial Group | Common Stocks | — | — | $1.1M | 4.2% | |
| Fidelity Investments | Mutual Funds | — | — | $882K | 3.6% | |
| Lincoln Financial Group | Common Stocks | — | — | $802K | 3.2% | |
| Participants loans | Participant loans | — | — | $681K | 2.7% | |
| Fidelity Investments | Mutual Funds | — | — | $461K | 1.9% | |
| Lincoln Financial Group | Common Stocks | — | — | $412K | 1.7% | |
| Lincoln Financial Group | Common Stocks | — | — | $396K | 1.6% | |
| Fidelity Investments | Mutual Funds | — | — | $380K | 1.5% | |
| Fidelity Investments | Mutual Funds | — | — | $338K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $266K | 1.1% | |
| Lincoln Financial Group | Common Stocks | — | — | $205K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $201K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $190K | 0.8% | |
| Lincoln Financial Group | Common Stocks | — | — | $167K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $152K | 0.6% | |
| Fidelity Investments | Mutual Funds | — | — | $138K | 0.6% | |
| Fidelity Investments | Mutual Funds | — | — | $126K | 0.5% | |
| Lincoln Financial Group | Common Stocks | — | — | $98K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $98K | 0.4% | |
| MFS | Mutual Funds | — | — | $87K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $85K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $78K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $71K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $64K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $45K | 0.2% | |
| Company | Common Stocks | — | — | $42K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $41K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $40K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $40K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $34K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $31K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $30K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $29K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $29K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $26K | 0.1% | |
| Fidelity Investments | Mutual Funds | — | — | $21K | <0.1% | |
| Schwab Funds | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $8K |
| — |
