Community, Counseling, and Corre's EIN is 81-0413419.
Download the official 2024 Form 5500 (PDF) for Community, Counseling, and Corre from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community, Counseling, and Corre'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 |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $5.0M | 20.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $4.8M | 20.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $2.7M | 11.6% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $1.9M | 8.2% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $1.6M | 6.6% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $937K | 4.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $874K | 3.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $756K | 3.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $738K | 3.1% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $688K | 2.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $642K | 2.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $546K | 2.3% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $363K | 1.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $331K | 1.4% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $307K | 1.3% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $240K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $218K | 0.9% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $207K | 0.9% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $184K | 0.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $161K | 0.7% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $127K | 0.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $86K | 0.4% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $81K | 0.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $74K | 0.3% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $74K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
