VU TRAN signed Community Management Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Management Associates, Inc.'s EIN is 58-1920396.
Download the official 2024 Form 5500 (PDF) for Community Management Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Management Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 ADVISORY | $4K | — |
| TRUST ADVISORY SERVICES, INC. | 37-1808847 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATED INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 14.9% | |
| PRIN LGCAP S & P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $991K | 10.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $915K | 10.0% | |
| T. Rowe Price Funds Registered Investment Company T.Rowe Price Bl Chip Gr R Fd | Common Stocks | — | — | $735K | 8.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $649K | 7.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $623K | 6.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $571K | 6.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $452K | 4.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $404K | 4.4% | |
| MFS Investment Management Registered Investment Company MFS Intl Diversification R2 Fd | Mutual Funds | — | — | $284K | 3.1% | |
| American Funds Service Company Registered Investment Company Amer Funds New Persp R3 Fd - | Mutual Funds | — | — | $245K | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $203K | 2.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $194K | 2.1% | |
| Principal Global Investors Trust Co Common/Collective Trust Prin LifeTime Hy 2070 CIT Z85 26 * Participant Loans Maturing 2025-2035 at Interest Rates Ranging from 4.25% To 9.50% | Common Collective Trusts | — | — | $184K | 2.0% | |
| Fidelity Investments Registered Investment Company Fidelity Adv Total Bond M Fd | Mutual Funds | — | — | $164K | 1.8% | |
| Eaton Vance Registered Investment Company Etn Vnc Atl Cp SMID-Cap R Fd | Common Stocks | — | — | $155K | 1.7% | |
| American Funds Service Company Registered Investment Company Amer Funds New World R3 Fd | Mutual Funds | — | — | $147K | 1.6% | |
| The American Funds Registered Investment Company Amer Funds Am Mut R3 Fd | Mutual Funds | — | — | $146K | 1.6% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | Common Stocks | — | — | $130K | 1.4% | |
| Victory Funds Registered Investment Company Victory Sycamore Est Val R Fd | Common Stocks | — | — | $120K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $116K | 1.3% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $84K | 0.9% | |
| Lord Abbett Registered Investment Company Lord Abbett High Yield R2 Fd | Mutual Funds | — | — | $58K | 0.6% | |
| TIAA Investments Registered Investment Company TIAA-CREF Inf-Lkd Bd Retail Fd | Mutual Funds | — | — | $37K | 0.4% | |
| Franklin Templeton Investments Registered Investment Company Franklin Small Cap Value R Fd | Mutual Funds | — | — | $31K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $28K | 0.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $26K | 0.3% | |
| PGIM Investments Registered Investment Company PGIM Jennison Small Co R Fd | Common Stocks | — | — | $18K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $597 | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $26 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $8K | — |
