Zachary Preston signed Crossroads Community Services Board's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crossroads Community Services Board's EIN is 54-0988560.
Download the official 2024 Form 5500 (PDF) for Crossroads Community Services Board from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Crossroads Community Services Board's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP LLC | 27-4653554 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund 38,703.016 shares | Mutual Funds | — | $1.5M | $1.8M | 21.2% | |
| Vanguard Target Retirement 2030 Fund 38,994.624 shares | Mutual Funds | — | $1.4M | $1.6M | 18.5% | |
| Vanguard Target Retirement 2050 Fund 23,900.998 shares | Mutual Funds | — | $968K | $1.3M | 15.2% | |
| T Rowe Price US Treasury Money Fund Inc 1,050,231.464 shares | U.S. Treasuries | — | $1.1M | $1.1M | 12.2% | |
| Vanguard Target Retirement 2020 Fund 23,086.711 shares | Mutual Funds | — | $693K | $650K | 7.5% | |
| Vanguard Target Retirement 2060 Fund 7,297.331 shares | Mutual Funds | — | $327K | $411K | 4.8% | |
| Growth Fund of America 3,074.424 shares | Other securities | — | $172K | $253K | 2.9% | |
| MFS New Discovery Fund 7,203.974 shares | Mutual Funds | — | $235K | $233K | 2.7% | |
| American Century Mid Cap Value Fund 9,932.429 shares | Other securities | — | $167K | $157K | 1.8% | |
| MFS Value Fund 2,317.238 shares | Mutual Funds | — | $100K | $119K | 1.4% | |
| New Perspective Fund 1,319.087 shares | Other securities | — | $65K | $92K | 1.1% | |
| EuroPacific Growth Fund 1,064.923 shares | Other securities | — | $59K | $65K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund 566.309 shares | Other securities | — | $40K | $47K | 0.5% | |
| Vanguard Target Retirement Income Fund 2,457.339 shares | Mutual Funds | — | $33K | $34K | 0.4% | |
| Fidelity 500 Index Fund 126.363 shares | Common Collective Trusts | — | $21K | $27K | 0.3% | |
| Vanguard Target Retirement 2070 Fund 633.814 shares | Mutual Funds | — | $16K | $19K | 0.2% | |
| PGIM Short-Term Corporate Bond Fund 1,433.292 shares | Other securities | — | $15K | $15K | 0.2% | |
| MFS Investment Management - MFS Total Return Bond R6 Fund 1,547.8217 shares | Mutual Funds | — | $16K | $15K | 0.2% | |
| Goldman Sachs Small Cap Value Fund 250.817 shares | Other securities | — | $13K | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
