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 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FIDUCIARY GROUP LLC | 27-4653554 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund 32,849.669 shares | Mutual Funds | — | $1.2M | $1.3M | 22.5% | |
| Vanguard Target Retirement 2040 Fund 23,592.374 shares | Mutual Funds | — | $923K | $1.1M | 18.6% | |
| Vanguard Target Retirement 2020 Fund 18,266.587 shares | Mutual Funds | — | $545K | $514K | 8.6% | |
| T Rowe Price US Treasury Money Fund Inc 488,946.0472 shares | U.S. Treasuries | — | $489K | $489K | 8.2% | |
| Fidelity 500 Index Fund 2,008.329 shares | Common Collective Trusts | — | $336K | $434K | 7.3% | |
| Vanguard Target Retirement 2050 Fund 6,728.322 shares | Mutual Funds | — | $289K | $369K | 6.2% | |
| Growth Fund of America 3,900.276 shares | Other securities | — | $225K | $321K | 5.4% | |
| Vanguard Target Retirement 2060 Fund 4,931.566 shares | Mutual Funds | — | $218K | $278K | 4.7% | |
| EuroPacific Growth Fund 3,308.505 shares | Other securities | — | $182K | $201K | 3.4% | |
| Carillon Eagle Mid Cap Growth Fund 1,751.874 shares | Other securities | — | $122K | $146K | 2.5% | |
| Participants' loans 5% to 9.50% | Bonds / Notes | — | — | $141K | 2.4% | |
| MFS Value Fund 2,646.78 shares | Mutual Funds | — | $113K | $135K | 2.3% | |
| MFS Investment Management - MFS Total Return Bond R5 Fund 12,459.6295 shares | Mutual Funds | — | $130K | $119K | 2.0% | |
| Vanguard Target Retirement Income Fund 5,743.76 shares | Mutual Funds | — | $77K | $79K | 1.3% | |
| Goldman Sachs Small Cap Value Fund 1,741.277 shares | Other securities | — | $94K | $69K | 1.2% | |
| American Century Mid Cap Value Fund 4,228.66 shares | Other securities | — | $70K | $67K | 1.1% | |
| MFS New Discovery Fund 1,719.542 shares | Mutual Funds | — | $57K | $56K | 0.9% | |
| PGIM Short-Term Corporate Bond Fund 2,621.89 shares | Other securities | — | $29K | $28K | 0.5% | |
| Vanguard Target Retirement 2070 Fund 663.783 shares | Mutual Funds | — | $16K | $19K | 0.3% | |
| Fidelity Government Income Fund 1,305.285 shares $ | Mutual Funds | — | $13K | $12K | 0.2% | |
| New Perspective Fund 150.872 shares | Other securities | — | $8K | $11K | 0.2% | |
| Participants' contribution | Other securities | — | — | $10K | 0.2% | |
| Receivables Agency's contribution | Other securities | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
