Jordan Weimar signed Community Partnership for Child Development's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Partnership for Child Development's EIN is 84-1071825.
Download the official 2024 Form 5500 (PDF) for Community Partnership for Child Development from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Partnership for Child Development's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $22K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Group/American Funds | Mutual Funds | — | — | $1.9M | 19.7% | |
| Capital Group/American Funds | Mutual Funds | — | — | $1.6M | 16.1% | |
| Capital Group/American Funds | Mutual Funds | — | — | $1.0M | 10.7% | |
| Capital Group/American Funds | Mutual Funds | — | — | $855K | 8.8% | |
| Capital Group/American Funds | Mutual Funds | — | — | $845K | 8.7% | |
| Capital Group/American Funds | Mutual Funds | — | — | $616K | 6.3% | |
| Capital Group/American Funds | Mutual Funds | — | — | $578K | 5.9% | |
| Capital Group/American Funds | Mutual Funds | — | — | $461K | 4.7% | |
| Capital Group/American Funds | Mutual Funds | — | — | $399K | 4.1% | |
| JP Morgan | Other securities | — | — | $254K | 2.6% | |
| Fidelity Investments | Mutual Funds | — | — | $231K | 2.4% | |
| Empower Annuity Insurance Company of America | Common Stocks | — | — | $188K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $170K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | — | $103K | 1.1% | |
| Capital Group/American Funds | Mutual Funds | — | — | $96K | 1.0% | |
| JP Morgan | Other securities | — | — | $77K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $63K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $48K | 0.5% | |
| Capital Group/American Funds | Mutual Funds | — | — | $46K | 0.5% | |
| JP Morgan | Other securities | — | — | $43K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $40K | 0.4% | |
| Capital Group/American Funds | Mutual Funds | — | — | $37K | 0.4% | |
| Capital Group/American Funds | Mutual Funds | — | — | $34K | 0.3% | |
| DFA | Mutual Funds | — | — | $15K | 0.2% | |
| PGIM Investments | Other securities | — | — | $2K | <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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $18K | — |
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISOR | $0 | — |
