Ralph Wessinger signed Community Services for the Aging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Services for the Aging, Inc.'s EIN is 57-0360090.
Download the official 2024 Form 5500 (PDF) for Community Services for the Aging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Services for the Aging, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | BROKER | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK S&P 500 INDEX FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 94-3222421 / PN 001 | Common Collective Trust | — | $290K | $712K | 10.2% | |
| Natixis Loomis Sayles Strategic Income Fund | Other securities | — | $772K | $675K | 9.7% | |
| FEDERATED TOTAL RETURN BOND FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 46-6584317 / PN 001 | Common Collective Trust | — | $673K | $664K | 9.5% | |
| ALLSPRING CORE BOND FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $614K | $661K | 9.5% | |
| DODGE & COX INCOME FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 47-6566265 / PN 001 | Common Collective Trust | — | $540K | $631K | 9.0% | |
| BLACKROCK S&P MID CAP INDEX FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $239K | $553K | 7.9% | |
| MFS VALUE FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $285K | $537K | 7.7% | |
| MUTIL-MANAGED SMALL CAP FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $298K | $481K | 6.9% | |
| T. ROWE PRICE LARGE CAP GROWTH FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $122K | $374K | 5.4% | |
| ALLIANCE BERNSTEIN LARGE CAP GROWTH PRINCIPAL CUSTODY SOLUTIONS · EIN 38-4116831 / PN 001 | Common Collective Trust | — | $227K | $361K | 5.2% | |
| CAUSEWAY INTERNATIONAL VALUE FUND PRINCIPAL CUSTODY SOLUTIONS · EIN 47-3936180 / PN 001 | Common Collective Trust | — | $293K | $343K | 4.9% | |
| American EuroPacific Growth Fund | Other securities | — | $336K | $335K | 4.8% | |
| Invesco Oppenheimer Developing Markets Fund | Mutual Funds | — | $351K | $326K | 4.7% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | $181K | $181K | 2.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
