KIM Taylor signed Community Coffee Company L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Coffee Company L.L.C.'s EIN is 72-0478429.
Download the official 2024 Form 5500 (PDF) for Community Coffee Company L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Coffee Company L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISORY | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE T ROWE PRICE RETIREMENT 2030 TRUST · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.2M | 16.7% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2035 TRUST · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $11.8M | 11.5% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2045 TRUST · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.5M | 11.1% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2040 TRUST · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $10.1M | 9.8% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2025 TRUST · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.3M | 8.0% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2050 TRUST · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.0M | 6.8% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.8M | 4.7% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2055 TRUST · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.2% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2060 TRUST · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.6% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2020 TRUST · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.5% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.4M | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SHARES | Mutual Funds | — | — | $1.0M | 1.0% | |
| PGIM TOTAL RETURN BOND GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $946K | 0.9% | |
| PIMCO INCOME INSTITUTIONAL CLASS | Mutual Funds | — | — | $864K | 0.8% | |
| VANGUARD MID CAP INDEX ADMIRAL SHARES | Mutual Funds | — | — | $825K | 0.8% | |
| JOHN HANCOCK JOHN HANCOCK FUNDS DISCIPLINED VALUE MID CAP CLASS R6 | Other securities | — | — | $748K | 0.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES | Mutual Funds | — | — | $743K | 0.7% | |
| JANUS HENDERSON JANUS HENDERSON TRITON CLASS T | Mutual Funds | — | — | $576K | 0.6% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2015 TRUST · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $576K | 0.6% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW WORLD CLASS R6 | Mutual Funds | — | — | $531K | 0.5% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES | Mutual Funds | — | — | $525K | 0.5% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2010 TRUST · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $461K | 0.4% | |
| MASS MUTUAL MASSMUTUAL SELECT MID CAP GROWTH CLASS I | Other securities | — | — | $458K | 0.4% | |
| AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GROWTH CLASS R6 | Mutual Funds | — | — | $379K | 0.4% | |
| FIRST EAGLE FIRST EAGLE GLOBAL CLASS R6 | Other securities | — | — | $324K | 0.3% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2065 TRUST · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $252K | 0.2% | |
| COLUMBIA SMALL CAP VALUE II CLASS I3 SHARES | Other securities | — | — | $221K | 0.2% | |
| COHEN AND STEERS COHEN STEERS REALTY SHARES | Other securities | — | — | $149K | 0.1% | |
| T ROWE PRICE T ROWE PRICE RETIREMENT 2005 TRUST · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $22K | <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 |
|---|---|---|---|---|---|
| LAPORTE, APAC | 72-1088864 | — | ACCOUNTING | $11K | — |
