Joe Bombard signed Community Brands Parentco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Brands Parentco, LLC's EIN is 47-3250999.
Download the official 2024 Form 5500 (PDF) for Community Brands Parentco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Brands Parentco, LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $69K | — |
| BARNES WENDLING CPAS INC | 34-1463411 |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $10.9M | 14.9% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $9.8M | 13.5% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $8.6M | 11.8% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $7.3M | 10.0% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $6.4M | 8.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.6M | 7.7% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $5.2M | 7.2% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.9M | 4.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| American Century Growth Fund Class R6 Mutual Fund | Other securities | — | — | $1.7M | 2.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund | Other securities | — | — | $1.3M | 1.8% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.1M | 1.6% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $873K | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $666K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $617K | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $607K | 0.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | Common Stocks | — | — | $603K | 0.8% | |
| American Funds New World Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $573K | 0.8% | |
| Participant Loans 4.25% - 9.50% -0- | Bonds / Notes | — | — | $563K | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $430K | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $407K | 0.6% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $377K | 0.5% | |
| ClearBridge International Growth Fund Class IS Mutual Fund | Other securities | — | — | $376K | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $321K | 0.4% | |
| JPMorgan International Equity Fund Class R6 Mutual Fund | Other securities | — | — | $257K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | Mutual Funds | — | — | $206K | 0.3% | |
| Baird Core Plus Bond Fund Class Institutional Mutual Fund | Other securities | — | — | $199K | 0.3% | |
| AB Small Cap Growth Portfolio Class Z Mutual Fund | Mutual Funds | — | — | $157K | 0.2% | |
| Allspring Special Small Cap Value Fund - Class R6 Mutual Fund | Other securities | — | — | $144K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $27K |
| — |
