Central California Legal Services, Inc.'s EIN is 94-1631809.
Download the official 2024 Form 5500 (PDF) for Central California Legal Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Central California Legal Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $15K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | PHILADELPHIA, PA | RECORDKEEPER | $175 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE ADV |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln * Fixed Account Group Annuity Contract | Common Stocks | — | — | $2.4M | 30.2% | |
| Lincoln MFS Utilities Mutual Fund 570 T.Rowe Price * T. Rowe Price Equity Index Fund Mutual Fund | Common Collective Trusts | — | — | $744K | 9.3% | |
| Lincoln * LVIP Macquarie Social Awareness Mutual Fund | Other securities | — | — | $536K | 6.7% | |
| Lincoln American Funds Global Growth Mutual Fund 127 Lincoln American Funds Growth Mutual Fund | Mutual Funds | — | — | $346K | 4.3% | |
| Mutual of America * Mutual of America Interest Accumulation Account Unallocated Contract | Other securities | — | — | $342K | 4.3% | |
| Lincoln * LVIP Ssga S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $273K | 3.4% | |
| Lincoln * LVIP Dimensional U.S. Core Equity 1 Mutual Fund | Mutual Funds | — | — | $233K | 2.9% | |
| Lincoln * LVIP T Rowe Price 2040 Fund Mutual Fund | Mutual Funds | — | — | $227K | 2.8% | |
| Lincoln Macquarie Small Cap Value Mutual Fund | Other securities | — | — | $150K | 1.9% | |
| Lincoln * LVIP Macquarie Value Series Mutual Fund | Other securities | — | — | $141K | 1.8% | |
| Nationwide Fid 500 Indx Mutual Fund | Mutual Funds | — | — | $136K | 1.7% | |
| Nationwide Amfds 2040 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $124K | 1.6% | |
| Mutual of America DWS Capital Growth VIP Mutual Fund | Other securities | — | — | $122K | 1.5% | |
| Nationwide Fid Us Bd Indx Mutual Fund | Mutual Funds | — | — | $118K | 1.5% | |
| Custodian Identity of Issuer Investment Value Lincoln * LVIP Blackrock Real Estate Fund Mutual Fund 20 Lincoln * LVIP Blended Lrg Cap Growth Mngd Voltlty Mutual Fund | Other securities | — | — | $113K | 1.4% | |
| Nationwide Pgim Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $90K | 1.1% | |
| Nationwide Dodge & Cox International Stock Fund Class I Mutual Fund | Mutual Funds | — | — | $84K | 1.0% | |
| Nationwide Fidadv Intl Realest Inst Mutual Fund 484 Nationwide Gdmnscs Gqgptnrintloppr R6 Mutual Fund | Other securities | — | — | $83K | 1.0% | |
| Nationwide Fid Intl Indx Mutual Fund | Mutual Funds | — | — | $79K | 1.0% | |
| Lincoln * Notes receivable from participants 7.00% | Bonds / Notes | — | — | $76K | 1.0% | |
| Nationwide * Nw Loomis Allcap Gr R6 Mutual Fund | Other securities | — | — | $75K | 0.9% | |
| Nationwide Avantis U.S. Large Cap Value Fund Mutual Fund | Other securities | — | — | $72K | 0.9% | |
| Nationwide Pimco Real Rtn Inst Mutual Fund | Mutual Funds | — | — | $72K | 0.9% | |
| Lincoln * LVIP Blackrock Dividend Value Mngdvltlty Mutual Fund | Other securities | — | — | $69K | 0.9% | |
| Lincoln * LVIP Mac Divers Floating Rate Mutual Fund 38 Lincoln * LVIP Macquarie Diversified Income Mutual Fund 72 Lincoln * LVIP Macquarie High Yield Fund Mutual Fund 43 Lincoln * LVIP Macquarie Mid Cap Value Fund Mutual Fund | Bonds / Notes | — | — | $68K | 0.9% | |
| Nationwide Jpm Lgcap Gr R6 Mutual Fund | Other securities | — | — | $64K | 0.8% | |
| Nationwide Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | Other securities | — | — | $63K | 0.8% | |
| Nationwide Amfds 2045 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $61K | 0.8% | |
| Custodian Identity of Issuer Investment Value Nationwide Jpm Eq Inc R5 Mutual Fund | Common Stocks | — | — | $61K | 0.8% | |
| Nationwide Blackrock High Yield Portfolio - Class K Mutual Fund | Other securities | — | — | $56K | 0.7% | |
| Nationwide Amfds Gr Fd Am R6 Mutual Fund | Other securities | — | — | $55K | 0.7% | |
| Nationwide Amfds 2050 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $55K | 0.7% | |
| Nationwide Blkrk Strat Inc Oppr I + Mutual Fund 20 Nationwide Blkrk Ttl Rtn K Mutual Fund | Common Stocks | — | — | $53K | 0.7% | |
| Lincoln * LVIP T Rowe Price 2050 Fund Mutual Fund | Mutual Funds | — | — | $48K | 0.6% | |
| Nationwide * Notes receivable from participants 5.25% - 9.50% | Bonds / Notes | — | — | $45K | 0.6% | |
| Lincoln * LVIP Mondrian International Value Mutual Fund | Other securities | — | — | $38K | 0.5% | |
| Nationwide * Nw Bny Mel Core Plus Bond Fnd - Class R6 Mutual Fund 695 Nationwide * Nw Geneva Smcapgr Inst Svc Mutual Fund 722 Nationwide * Nw Infl Prtct Sec R6 Mutual Fund 648 Nationwide * Nw Inv Dest Mod Aggr R6 Mutual Fund | Other securities | — | — | $37K | 0.5% | |
| Nationwide Mfs Mdcap Gr R6 Mutual Fund | Mutual Funds | — | — | $36K | 0.4% | |
| Nationwide Dfa Us Vectr Eq Inst Mutual Fund 772 Nationwide Diamond Hill Mdcap I Mutual Fund | Mutual Funds | — | — | $35K | 0.4% | |
| Nationwide Pimco Com Real Rtn Strat Inst Mutual Fund 41 Nationwide Prncpl Glbl Realest R6 Mutual Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Nationwide Legal & General Commodity Strategy Fund - Institutional Shares Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Nationwide Ab Global Bond Fund - Class Z Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| Nationwide Vngrd Infl Prtct Sec Adml + Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Custodian Identity of Issuer Investment Value Nationwide Ab Glbl Bd I Mutual Fund 20 Nationwide Amfds 2025 Trgtdtrtrmt R6 Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| Lincoln * LVIP Macquarie Wealth Builder Mutual Fund | Other securities | — | — | $21K | 0.3% | |
| Nationwide Nuveen Core Impact Bond Fund - Class R6 Mutual Fund 655 Nationwide Nuveen Real Estate Securities Fund - Class R6 Mutual Fund 750 Nationwide Vngrd Explr Adml Mutual Fund | U.S. Treasuries | — | — | $19K | 0.2% | |
| Nationwide Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Nationwide Amfds New Prspct R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Nationwide Vngrd Intl Gr Adml Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| Nationwide Vngrd Wlsly Inc Adml + Mutual Fund | Common Stocks | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-2937883 |
| SAINT PETERSBURG, FL |
| BROKER |
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