Heather Prowd signed Community Psychiatry Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Psychiatry Management, LLC's EIN is 47-4528472.
Download the official 2024 Form 5500 (PDF) for Community Psychiatry Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Psychiatry Management, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $150K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $9.2M | 14.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $7.6M | 11.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6.8M | 10.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $6.5M | 10.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5.8M | 8.9% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $5.4M | 8.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.5M | 7.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.4M | 3.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.1M | 3.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.9M | 2.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.8M | 2.8% | |
| Transamerica Life Insurance Company Unallocated investment contract - Transamerica Stable Value Core | Stable Value | — | — | $1.7M | 2.7% | |
| JPMorgan Core Plus Bond | Other securities | — | — | $1.3M | 2.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1.1M | 1.7% | |
| JPMorgan Equity Income | Other securities | — | — | $921K | 1.4% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $760K | 1.2% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $662K | 1.0% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $652K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $619K | 1.0% | |
| Vanguard Short-Term Investment-Grade I | Mutual Funds | — | — | $610K | 0.9% | |
| BlackRock High Yield Bond | Other securities | — | — | $580K | 0.9% | |
| 9.50 percent - | Other securities | — | — | $421K | 0.7% | |
| Vanguard International Growth | Mutual Funds | — | — | $418K | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $258K | 0.4% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities | Mutual Funds | — | — | $238K | 0.4% | |
| American Funds American Funds New World | Mutual Funds | — | — | $174K | 0.3% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $42K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-5576228 |
| — |
| INVESTMENT ADVISORY |
| $119K |
| — |
