Damien Cabezas signed Community Connections, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Connections, Inc.'s EIN is 52-1349382.
Download the official 2023 Form 5500 (PDF) for Community Connections, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Connections, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.
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 | $975 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2030 Inv | Mutual Funds | — | — | $1.5M | 9.1% | |
| Vanguard Target Ret 2040 Inv | Mutual Funds | — | — | $1.4M | 8.6% | |
| Vanguard Target Ret 2050 Inv | Mutual Funds | — | — | $1.3M | 7.6% | |
| T.Rowe Price T Rowe Price Growth Stock | Mutual Funds | — | — | $1.1M | 6.6% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $856K | 5.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $672K | 4.0% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $617K | 3.7% | |
| Vanguard Target Ret 2020 Inv | Mutual Funds | — | — | $609K | 3.7% | |
| Vanguard Target Ret 2060 Inv | Mutual Funds | — | — | $582K | 3.5% | |
| CREF Stock R1 | Mutual Funds | — | — | $540K | 3.2% | |
| American Funds American Amer Mutual R6 | Mutual Funds | — | — | $497K | 3.0% | |
| Thornburg Funds Thornburg Invst Inc Builder R5 | Common Stocks | — | — | $483K | 2.9% | |
| CREF Growth R1 | Mutual Funds | — | — | $428K | 2.6% | |
| TIAA-CREF Nuveen Sm Cap Blend Index R6 | Mutual Funds | — | — | $408K | 2.4% | |
| Delaware Funds LVIP Macquarie Social Awareness | Other securities | — | — | $317K | 1.9% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $313K | 1.9% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $305K | 1.8% | |
| Prudential Gauranteed Income Fund | Other securities | — | — | $305K | 1.8% | |
| Dimensional LVIP Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $273K | 1.6% | |
| Vanguard Smcapgrowth Index Adm | Mutual Funds | — | — | $269K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $234K | 1.4% | |
| TIAA-CREF Nuveen Equity Index R6 | Common Collective Trusts | — | — | $226K | 1.4% | |
| Vanguard Midcap Index Fund Adm | Common Collective Trusts | — | — | $221K | 1.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $210K | 1.3% | |
| CREF Money Market R1 | Mutual Funds | — | — | $198K | 1.2% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $198K | 1.2% | |
| American Funds American Funds Europacificgrr6 | Mutual Funds | — | — | $197K | 1.2% | |
| Lincoln National Life Insurance Co Fixed Account | Common Stocks | — | — | $124K | 0.7% | |
| American Funds American Funds Growth | Mutual Funds | — | — | $111K | 0.7% | |
| TIAA-CREF Nuveen Real Estate Sec Sel R6 | Mutual Funds | — | — | $110K | 0.7% | |
| Blackrock LVIP Blackrock Dividend Value Mngdvltlty | Other securities | — | — | $104K | 0.6% | |
| Vanguard Intermtermbdindex Adm | Mutual Funds | — | — | $90K | 0.5% | |
| Delaware Funds LVIP Macquarie Social Awrn Fd | Other securities | — | — | $79K | 0.5% | |
| Delaware Funds LVIP Macquarie Mid Cap Value Fund | Other securities | — | — | $69K | 0.4% | |
| T.Rowe Price LVIP T. Rowe Price Structured Mid-Cap | Other securities | — | — | $65K | 0.4% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $62K | 0.4% | |
| PIMCO Funds Pimco Real Return Instl | Mutual Funds | — | — | $58K | 0.3% | |
| Participant Loans Notes receivable from participants, due through October 2029, with interest rates from 4.25% to 9.50%. | Bonds / Notes | — | — | $57K | 0.3% | |
| State Street Global Advisors LVIP Ssga S&P 500 Index | Common Collective Trusts | — | — | $55K | 0.3% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $51K | 0.3% | |
| Fidelity Vip Contrafund | Mutual Funds | — | — | $50K | 0.3% | |
| American Funds American Funds Growth-Income | Mutual Funds | — | — | $49K | 0.3% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $44K | 0.3% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $41K | 0.2% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $40K | 0.2% | |
| Delaware Funds LVIP Macquarie Value Series | Other securities | — | — | $38K | 0.2% | |
| American Funds American Funds Growth Fund | Mutual Funds | — | — | $36K | 0.2% | |
| American Funds American Funds Global Growth | Mutual Funds | — | — | $35K | 0.2% | |
| Delaware Funds LVIP Macquarie U.S. Reit Fund | Common Stocks | — | — | $32K | 0.2% | |
| Fidelity Contrafund Portfolio | Mutual Funds | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
