Bradley Bateman signed Community Nursing Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Nursing Services' EIN is 87-0212459.
Download the official 2024 Form 5500 (PDF) for Community Nursing Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Nursing Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime 2030 Inst Fund | Other securities | — | $0 | $2.2M | 16.0% | |
| T.Rowe Price Lg Cp Gwth I Fund | Other securities | — | $0 | $1.4M | 10.7% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | $0 | $1.4M | 10.1% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | $0 | $1.2M | 8.6% | |
| PRIN LIFETIME 2070 INST FUND | Other securities | — | $0 | $1.0M | 7.8% | |
| Prin LifeTime 2025 Inst Fund | Other securities | — | $0 | $1.0M | 7.6% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $822K | 6.1% | |
| JanusHenderson Triton N | Other securities | — | $0 | $491K | 3.6% | |
| Prin LifeTime 2020 Inst Fund | Other securities | — | $0 | $435K | 3.2% | |
| Prin LifeTime 2055 Inst Fund | Other securities | — | $0 | $367K | 2.7% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $350K | 2.6% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $330K | 2.5% | |
| JP Morgan Core Bond R6 Fund | Other securities | — | $0 | $265K | 2.0% | |
| Principal Div Intl R5 Fund | Other securities | — | $0 | $259K | 1.9% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $207K | 1.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $168K | 1.3% | |
| Prin LifeTime 2060 Inst Fund | Other securities | — | $0 | $163K | 1.2% | |
| Prin LifeTime 2015 Inst Fund | Other securities | — | $0 | $157K | 1.2% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | $0 | $147K | 1.1% | |
| Prin LifeTime 2065 Inst Fund | Other securities | — | $0 | $138K | 1.0% | |
| Prin LifeTime Str Inc Inst Fd | Common Stocks | — | $0 | $136K | 1.0% | |
| Participant Loans | Participant loans | — | $0 | $132K | 1.0% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $121K | 0.9% | |
| Prin LifeTime 2050 Inst Fund | Other securities | — | $0 | $47K | 0.3% | |
| Prin LifeTime 2045 Inst Fund | Other securities | — | $0 | $40K | 0.3% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | $0 | $33K | 0.2% | |
| Prin LifeTime 2035 Inst Fund | Other securities | — | $0 | $32K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $27K | 0.2% | |
| Prin LifeTime 2040 Inst Fund | Other securities | — | $0 | $23K | 0.2% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $777 | <0.1% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | $0 | $237 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
