Thomas Evans signed Community Living, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Living, Inc.'s EIN is 52-1158064.
Download the official 2024 Form 5500 (PDF) for Community Living, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Living, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | 35-1140070 | — | SERVICE PROVIDER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Annuity Stable Value Fund | Stable Value | — | — | $2.0M | 34.9% | |
| Fidelity VIP Freedom Target Date 2040 | Mutual Funds | — | — | $375K | 6.5% | |
| Fidelity VIP Freedom Target Date 2035 | Mutual Funds | — | — | $335K | 5.8% | |
| Fidelity VIP Freedom Target Date 2030 | Mutual Funds | — | — | $276K | 4.8% | |
| AB VPS Sustain Global Thematic Port Fund | Mutual Funds | — | — | $251K | 4.4% | |
| American Funds Growth Fund | Mutual Funds | — | — | $218K | 3.8% | |
| LVIP Vanguard Domestic Equity ETF | Mutual Funds | — | — | $191K | 3.3% | |
| LVIP T Rowe Price 2030 Fund | Mutual Funds | — | — | $168K | 2.9% | |
| LVIP Macquarie Mid Cap Value Fund | Other securities | — | — | $133K | 2.3% | |
| Fidelity VIP Growth | Mutual Funds | — | — | $123K | 2.1% | |
| American Funds Global Growth Fund | Mutual Funds | — | — | $122K | 2.1% | |
| DWS Alternative Asset Allocation VIP Fund 508 Fidelity VIP Contrafund | Mutual Funds | — | — | $105K | 1.8% | |
| LVIP JP Morgan Retirement Income Fund | Other securities | — | — | $99K | 1.7% | |
| LVIP T Rowe Price 2040 Fund | Mutual Funds | — | — | $99K | 1.7% | |
| Fidelity VIP Freedom Target Date 2050 | Mutual Funds | — | — | $90K | 1.6% | |
| American Funds International Fund | Mutual Funds | — | — | $87K | 1.5% | |
| Fidelity VIP Freedom Target Date 2045 | Mutual Funds | — | — | $81K | 1.4% | |
| LVIP Global Moderate Allocation Mgd Risk | Other securities | — | — | $78K | 1.4% | |
| LVIP Macquarie SMID Cap Core Series | Other securities | — | — | $75K | 1.3% | |
| LVIP Macquarie Value Series | Other securities | — | — | $69K | 1.2% | |
| LVIP Baron Growth Opportunities | Other securities | — | — | $68K | 1.2% | |
| LVIP SSGA Small-Cap Index | Other securities | — | — | $64K | 1.1% | |
| LVIP Blackrock Real Estate Fund 892 * LVIP Blended Lrg Cap Growth Mngd Voltlty | Other securities | — | — | $60K | 1.0% | |
| LVIP Mondrian International Value | Other securities | — | — | $53K | 0.9% | |
| LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $47K | 0.8% | |
| LVIP Macquarie Social Awareness | Other securities | — | — | $45K | 0.8% | |
| LVIP SSGA International Index 535 * LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $43K | 0.8% | |
| LVIP Vanguard International Equity ETF | Mutual Funds | — | — | $42K | 0.7% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $37K | 0.6% | |
| American Funds Growth-Income Fund | Mutual Funds | — | — | $36K | 0.6% | |
| Fidelity VIP Freedom Target Date 2055 738 Fidelity VIP Freedom Target Date 2060 | Mutual Funds | — | — | $30K | 0.5% | |
| Fidelity VIP Freedom Target Date 2025 | Mutual Funds | — | — | $27K | 0.5% | |
| LVIP SSGA Glbl Tactical Alloctn Mgd Vlty | Other securities | — | — | $26K | 0.4% | |
| LVIP Global Growth Allocation Mangd Risk | Other securities | — | — | $25K | 0.4% | |
| LVIP Macquarie U.S. REIT Fund | Common Stocks | — | — | $23K | 0.4% | |
| LVIP Blackrock Dividend Value Mngdvltlty | Other securities | — | — | $20K | 0.3% | |
| LVIP Macquarie Wealth Builder | Other securities | — | — | $16K | 0.3% | |
| LVIP Franklin Templeton Mf Em Eqfnd | Mutual Funds | — | — | $14K | 0.2% | |
| LVIP Global Conservative Allocation Mrsk | Other securities | — | — | $12K | 0.2% | |
| MFS Utilities Fund | Mutual Funds | — | — | $10K | 0.2% | |
| LVIP Mac Divers Floating Rate 963 * LVIP Macquarie Bond | Bonds / Notes | — | — | $7K | 0.1% | |
| PIMCO VIT Total Return Portfolio | Mutual Funds | — | — | $6K | 0.1% | |
| LVIP Government Money Market | Cash / Money Market | — | — | $6K | 0.1% | |
| LVIP Macquarie Diversified Income | Other securities | — | — | $3K | <0.1% | |
| LVIP Macquarie High Yield Fund | Other securities | — | — | $3K | <0.1% | |
| LVIP JPM Select Mid Cap Value Mngd Vlty | Other securities | — | — | $3K | <0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap | Other securities | — | — | $2K | <0.1% | |
| LVIP T Rowe Price 2060 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| LVIP T. Rowe Price Mid Cap Growth | Other securities | — | — | $2K | <0.1% | |
| Macquarie Small Cap Value | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
