Allison Rutledge-Parisi signed Community Counselling Service Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Counselling Service Co., LLC's EIN is 90-0286107.
Download the official 2024 Form 5500 (PDF) for Community Counselling Service Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Counselling Service Co., LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment at Contract Value * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $11.9M | 13.8% | |
| BLACKROCK EQTY INDEX CL R FD WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $11.8M | 13.6% | |
| LARGE CAP GROWTH FUND III CL I1 WILMINGTON TRUST, N.A. · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $9.1M | 10.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $6.4M | 7.4% | |
| INTERNATIONAL EQUITY I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $6.2M | 7.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $6.1M | 7.1% | |
| CORE PL BD FD FEE CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $6.0M | 6.9% | |
| Victory Funds Sycamore Est Value Fund | Other securities | — | — | $3.4M | 3.9% | |
| Investments in Pooled Separate Accounts * Principal Global Investors SmallCap S&P 600 Index Sep Acct | Pooled Separate Accounts | — | — | $3.4M | 3.9% | |
| PRIN SMCAP S&P 600 INDEZ SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3.4M | 3.9% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $3.2M | 3.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.1M | 3.6% | |
| Victory Funds SYCA Opp I Fund | Other securities | — | — | $2.5M | 2.9% | |
| MID CAP GROWTH I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.3M | 2.7% | |
| Invesco Global R6 Fund | Mutual Funds | — | — | $881K | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $341K | 0.4% | |
| PIMCO Income Inst Fund | Mutual Funds | — | — | $232K | 0.3% |
