Robert Goetz signed Community Heritage Financial's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Heritage Financial's EIN is 83-1950225.
Download the official 2024 Form 5500 (PDF) for Community Heritage Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Heritage Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct 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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.9M | 18.0% | |
| AMERICAN FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.5M | 14.8% | |
| AMERICAN FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.4M | 13.5% | |
| AMERICAN FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.2M | 11.3% | |
| AMERICAN FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.0M | 9.7% | |
| AMERICAN FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $537K | 5.2% | |
| AMERICAN FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $355K | 3.4% | |
| AMERICAN FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $354K | 3.4% | |
| AMERICAN FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $310K | 3.0% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA FIDELITY 500 INDEX | Common Collective Trusts | — | — | $251K | 2.4% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $234K | 2.3% | |
| FRANKLIN DYNATECH GG TRUST CIT R1 GREAT GRAY · EIN 38-4116866 / PN 000 | Common Collective Trust | — | — | $190K | 1.8% | |
| MFS MID CAP GROWTH CIT CLASS 2W GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $169K | 1.6% | |
| SMALL CAP GROWTH FD II FEECLS R1 GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $137K | 1.3% | |
| AMERICAN FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $125K | 1.2% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA FIDELITY MID CAP INDEX | Mutual Funds | — | — | $101K | 1.0% | |
| STABLE VALUE FUND FEECLS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $87K | 0.8% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA PUTNAM GLOBAL TECHNOLOGY R6 | Mutual Funds | — | — | $87K | 0.8% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA JANUS HENDERSON GLOBAL TECH INNOVATION N | Mutual Funds | — | — | $67K | 0.6% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $54K | 0.5% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA PARTICIPANT LOANS | Common Stocks | — | — | $53K | 0.5% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA JPMORGAN EQUITY INCOME R6 | Common Stocks | — | — | $52K | 0.5% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA JPMORGAN EMERGING MARKETS EQUITY | Common Stocks | — | — | $38K | 0.4% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA AMERICAN FUNDS AMERICAN BALANCED R6 1 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA AMERICAN FUNDS BOND FUND OF AMER R6 | Mutual Funds | — | — | $37K | 0.4% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $33K | 0.3% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $19K | 0.2% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA INVESCO REAL ESTATE R6 | Mutual Funds | — | — | $17K | 0.2% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA MFS CORE EQUITY R6 | Mutual Funds | — | — | $17K | 0.2% | |
| INTERNATIONAL EQUITY FUND FEECLS R1 GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $15K | 0.1% | |
| SMALL CAP VALUE FUND III FEECLS R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $13K | 0.1% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA MFS GLOBAL REAL ESTATE R6 | Mutual Funds | — | — | $5K | <0.1% | |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA LORD ABBETT BOND DEBENTURE R6 | U.S. Treasuries | — | — | $5K | <0.1% | |
| PGIM HIGH YLD BOND FND CIT FEECLS R GREAT GRAY · EIN 38-7275331 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MML INVESTORS SERVICES LLC | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $29K | — |
| TRIBRIGE PARTNERS FINANCIAL LLC | — | COLUMBIA, MD | INVESTMENT ADVISOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIGER'S EYE BENEFITS CONSULTING | — | HAGERSTOWN, MD | CONTRACT ADMIN | $11K | — |
