Shirley Horner signed Community Reach Center Systems,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Reach Center Systems,'s EIN is 84-1177594.
Download the official 2024 Form 5500 (PDF) for Community Reach Center Systems, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Reach Center Systems,'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVEST PORTFOLIO SOLUTIONS, LLC | 84-1612955 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $5.7M | 25.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.7M | 12.4% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.7M | 7.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $1.7M | 7.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.5M | 6.9% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $990K | 4.5% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $947K | 4.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $906K | 4.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $641K | 2.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $565K | 2.6% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $553K | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $490K | 2.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $468K | 2.1% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $448K | 2.0% | |
| T ROWE PRICE MID CAP GROWTH I | Registered Investment Companies | — | — | $414K | 1.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $371K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $364K | 1.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $336K | 1.5% | |
| INVESCO SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $266K | 1.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $263K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $169K | 0.8% | |
| INVESTMENTS GREAT WEST GUARANTEED FIXED | OTHER | — | — | $148K | 0.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $53K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $16K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | <0.1% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
