Jennifer Schobert signed Corey Barton Homes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corey Barton Homes, Inc.'s EIN is 82-0485163.
Download the official 2024 Form 5500 (PDF) for Corey Barton Homes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corey Barton Homes, 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 |
|---|---|---|---|---|---|
| PINNACLE PENSION SERVICES | 82-0433443 | BOISE, ID | THIRD PARTY ADMIN | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $2.0M | 21.7% | |
| American Funds 2045 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $1.6M | 16.9% | |
| American Funds 2035 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $1.6M | 16.7% | |
| American Funds 2040 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $1.2M | 13.4% | |
| American Funds 2055 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $1.2M | 12.6% | |
| American Funds 2050 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $906K | 9.7% | |
| American Funds 2060 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $336K | 3.6% | |
| American Funds 2025 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $301K | 3.2% | |
| American Funds 2065 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $146K | 1.6% | |
| AF U.S. Government Money Market Fund - R5 Mutual Fund | Cash / Money Market | — | — | $23K | 0.2% | |
| American Funds 2020 Target Date - R5 Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| JPMorgan Mid Cap Growth - R6 Mutual Fund 326 * JPMorgan Mid Cap Value - R6 Mutual Fund 183 * Vanguard 500 Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| American Funds 2070 Target Date - R5 Mutual Fund 652 * AMCAP Fund - R5 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Growth Fund of America - R5 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
