Elizabeth Leonard signed Union County Community Action Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union County Community Action Inc.'s EIN is 56-0887865.
Download the official 2024 Form 5500 (PDF) for Union County Community Action Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union County Community Action Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GOVT MMKT Money Market | Mutual Funds | — | — | $1.1M | 49.0% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $300K | 13.7% | |
| FID SEL SOFTWARE Mutual Fund | Mutual Funds | — | — | $164K | 7.5% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $133K | 6.1% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $116K | 5.3% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $115K | 5.2% | |
| Loan Fund - 5% maturing * PARTICIPANT LOANS through January 2029 ---- | Bonds / Notes | — | — | $68K | 3.1% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $48K | 2.2% | |
| FID STK SEL ALL CAP Mutual Fund | Mutual Funds | — | — | $37K | 1.7% | |
| FID BALANCED Mutual Fund | Mutual Funds | — | — | $36K | 1.7% | |
| FID GROWTH & INC Mutual Fund | Mutual Funds | — | — | $28K | 1.3% | |
| FID FREEDOM 2010 K Mutual Fund ** 164 * FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $24K | 1.1% | |
| FID EQUITY INC Mutual Fund | Mutual Funds | — | — | $11K | 0.5% | |
| ARIEL APPRECIATION Mutual Fund ** 600 * FID SEL SEMICONDUCT Mutual Fund | Mutual Funds | — | — | $10K | 0.4% | |
| FIDELITY GOVT INCOME Mutual Fund | Mutual Funds | — | — | $7K | 0.3% | |
| FID MID CAP VALUE Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| FID INTL INDEX Mutual Fund ** 817 * FID STK SEL MID CAP Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| FID OVERSEAS Mutual Fund | Mutual Funds | — | — | $4K | 0.2% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| FID SMALL CAP VALUE Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| FID EMERGING MKTS Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
