Wendy Tinkham signed Child & Family Support Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Child & Family Support Services, Inc.'s EIN is 77-0601535.
Download the official 2024 Form 5500 (PDF) for Child & Family Support Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Child & Family Support Services, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.9M | 61.5% | |
| [Assets held in common collective trust] | Other | — | — | $3.3M | 34.4% | |
| STATE ST TARGET RET 2035 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $1.1M | 11.9% | |
| STATE ST TARGET RET 2045 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $1.1M | 11.4% | |
| STATE ST TARGET RET 2055 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $582K | 6.1% | |
| STATE ST TARGET RET 2060 SL C1 V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $222K | 2.3% | |
| [Assets held in participant loans] | Other | — | — | $188K | 2.0% | |
| STATE ST TARGET RET 2050 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $84K | 0.9% | |
| STATE ST TARGET RET 2025 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $81K | 0.9% | |
| STATE ST TARGET RET 2040 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $65K | 0.7% | |
| STATE ST TARGET RET 2030 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $28K | 0.3% | |
| STATE ST TARGET RET 2020 SL CI V STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $2K | <0.1% |
| RPA FINANCIAL LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $29K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | -$21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISOR SEARCH | — | HIGH POINT, NC | CONTRACT ADMIN | $4K | — |
