Paula Andrews signed CF Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CF Foundation, Inc.'s EIN is 58-1743909.
Download the official 2024 Form 5500 (PDF) for CF Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CF Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH COMPANY Mutual Fund | Mutual Funds | — | — | $3.0M | 21.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.7M | 12.1% | |
| VANG VMMR-FED MMKT Money Market Fund | Cash / Money Market | — | — | $1.1M | 7.7% | |
| BLKRK LP DYN RET K Mutual Fund | Other securities | — | — | $971K | 7.1% | |
| BLKRK LP DYN 2045 K Mutual Fund | Other securities | — | — | $892K | 6.5% | |
| BLKRK LP DYN 2040 K Mutual Fund | Other securities | — | — | $761K | 5.6% | |
| BLKRK LP DYN 2035 K Mutual Fund | Other securities | — | — | $600K | 4.4% | |
| VANG EQUITY INC ADM Mutual Fund | Common Stocks | — | — | $573K | 4.2% | |
| BLKRK LP DYN 2030 K Mutual Fund | Other securities | — | — | $571K | 4.2% | |
| VANG MIDCAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $505K | 3.7% | |
| MFS INTL DIVRSN R6 Mutual Fund | Mutual Funds | — | — | $482K | 3.5% | |
| BLKRK LP DYN 2050 K Mutual Fund | Other securities | — | — | $457K | 3.3% | |
| FID PURITAN Mutual Fund | Mutual Funds | — | — | $438K | 3.2% | |
| J H ENTERPRISE N Mutual Fund | Other securities | — | — | $352K | 2.6% | |
| BLKRK LP DYN 2055 K Mutual Fund | Other securities | — | — | $348K | 2.5% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $294K | 2.1% | |
| AS SPL SM CAP VAL R6 Mutual Fund | Other securities | — | — | $223K | 1.6% | |
| FID INVST GR BD Mutual Fund | Mutual Funds | — | — | $149K | 1.1% | |
| BLKRK LP DYN 2060 K Mutual Fund | Other securities | — | — | $115K | 0.8% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $100K | 0.7% | |
| DODGE & COX INCOME X Mutual Fund | Mutual Funds | — | — | $92K | 0.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $52K | 0.4% | |
| WASATCH CORE GR INST Mutual Fund | Other securities | — | — | $31K | 0.2% | |
| BLKRK LP DYN 2065 K Mutual Fund | Other securities | — | — | $16K | 0.1% | |
| VANG ST INV GR ADM Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| VANG INFL PROT ADM Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
