Tammy Stotik signed Immigrant and Refugee Community Organization's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Immigrant and Refugee Community Organization's EIN is 93-0806295.
Download the official 2023 Form 5500 (PDF) for Immigrant and Refugee Community Organization from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Immigrant and Refugee Community Organization's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amer Funds Am Bal R5 Shares of registered investment companies | Other securities | — | — | $1.8M | 11.6% | |
| CMFG Stable Value Fixed annuity contracts | Stable Value | — | — | $1.5M | 9.4% | |
| Fidelity 500 Index Shares of registered investment companies | Common Collective Trusts | — | — | $1.3M | 8.4% | |
| Nuveen Lifecycle Index 2045 Shares of registered investment companies | Mutual Funds | — | — | $949K | 6.2% | |
| Nuveen Lifecycle Index 2055 Shares of registered investment companies | Mutual Funds | — | — | $906K | 5.9% | |
| Invesco Active Alloc A Shares of registered investment companies | Mutual Funds | — | — | $905K | 5.9% | |
| Amana Growth Inv Shares of registered investment companies | Other securities | — | — | $890K | 5.8% | |
| Nuveen Lifecycle Index 2050 Shares of registered investment companies | Mutual Funds | — | — | $889K | 5.8% | |
| Nuveen Lifecycle Index 2030 Shares of registered investment companies | Mutual Funds | — | — | $667K | 4.3% | |
| Nuveen Lifecycle Index 2060 Shares of registered investment companies | Mutual Funds | — | — | $636K | 4.1% | |
| Nuveen Lifecycle Index 2035 Shares of registered investment companies | Mutual Funds | — | — | $611K | 4.0% | |
| Amer Funds Caoutak World G&I R5 Shares of registered investment companies | Other securities | — | — | $595K | 3.9% | |
| Nuveen Lifecycle Index 2040 Shares of registered investment companies | Mutual Funds | — | — | $556K | 3.6% | |
| American Mutual Fund R5 Shares of registered investment companies | Other securities | — | — | $500K | 3.2% | |
| Amer Funds Europacific R5 Shares of registered investment companies | Other securities | — | — | $497K | 3.2% | |
| Cal Us Lgcp Cor Res Ix A Shares of registered investment companies | Other securities | — | — | $444K | 2.9% | |
| Nuveen Lifecycle Index 2065 Shares of registered investment companies | Mutual Funds | — | — | $274K | 1.8% | |
| Fidelity U.S. Bond Index Shares of registered investment companies | Mutual Funds | — | — | $270K | 1.7% | |
| Invesco Main Street A Shares of registered investment companies | Mutual Funds | — | — | $241K | 1.6% | |
| Amer Funds New Perspective R5 Shares of registered investment companies | Other securities | — | — | $183K | 1.2% | |
| Nuveen Lifecycle Index 2025 Shares of registered investment companies | Mutual Funds | — | — | $173K | 1.1% | |
| Invesco Rising Dividends A Shares of registered investment companies | Mutual Funds | — | — | $153K | 1.0% | |
| Inv Slct Rsk: Cnsv Inv A Shares of registered investment companies | Other securities | — | — | $146K | 0.9% | |
| Amerfds Growth Port R5 Shares of registered investment companies | Other securities | — | — | $122K | 0.8% | |
| Nuveen Lifecycle Index 2010 Shares of registered investment companies 12 Nuveen Lifecycle Index 2020 Shares of registered investment companies | Mutual Funds | — | — | $98K | 0.6% | |
| Parnassus Vl Eq Inv Sh Shares of registered investment companies | Other securities | — | — | $92K | 0.6% | |
| Amfds Gbl Grth Port R5 Shares of registered investment companies | Other securities | — | — | $86K | 0.6% | |
| Cash | Cash / Money Market | — | — | $13K | <0.1% | |
| Van Federal Money Market Investor Shares of registered investment companies | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
