Community Services & Employment Training, Inc.'s EIN is 94-1701352.
Download the official 2023 Form 5500 (PDF) for Community Services & Employment Training, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Services & Employment Training, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Ins. Company of America American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.9M | 21.1% | |
| Empower Annuity Ins. Company of America American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $1.3M | 14.1% | |
| Empower Annuity Ins. Company of America American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.1M | 12.2% | |
| Empower Annuity Ins. Company of America American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $856K | 9.5% | |
| Empower Annuity Ins. Company of America American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $788K | 8.7% | |
| Empower Annuity Ins. Company of America American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $731K | 8.1% | |
| Empower Annuity Ins. Company of America American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $655K | 7.3% | |
| Empower Annuity Ins. Company of America American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $601K | 6.7% | |
| Empower Annuity Ins. Company of America American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $274K | 3.0% | |
| Empower Annuity Ins. Company of America American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $106K | 1.2% | |
| Empower Annuity Ins. Company of America AB Large Cap Growth Adv | Common Stocks | — | — | $96K | 1.1% | |
| Empower Annuity Ins. Company of America American Funds New Perspective R6 | Mutual Funds | — | — | $87K | 1.0% | |
| Empower Annuity Ins. Company of America Fidelity 500 Index | Common Collective Trusts | — | — | $76K | 0.8% | |
| Empower Annuity Ins. Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $73K | 0.8% | |
| Empower Annuity Ins. Company of America Vanguard International Value Portfolio | Mutual Funds | — | — | $70K | 0.8% | |
| Empower Annuity Ins. Company of America Invesco Corporate Bond R6 | Mutual Funds | — | — | $54K | 0.6% | |
| Empower Annuity Ins. Company of America American Funds American Balanced R6 | Mutual Funds | — | — | $53K | 0.6% | |
| Empower Annuity Ins. Company of America Pimco High Yield Spectrum Instl 23 * Empower Annuity Ins. Company of America T. Rowe Price Diversified Mid Cap GR I 4 * Empower Annuity Ins. Company of America Vanguard Equity-Income Adm | Mutual Funds | — | — | $47K | 0.5% | |
| Empower Annuity Ins. Company of America Blackrock Advantage Small Cap Core K | Common Stocks | — | — | $36K | 0.4% | |
| Empower Annuity Ins. Company of America Fidelity Advisor Total Bond A | Mutual Funds | — | — | $29K | 0.3% | |
| Empower Annuity Ins. Company of America JPMorgan Emerging Markets Equity R6 | Common Stocks | — | — | $18K | 0.2% | |
| Empower Annuity Ins. Company of America Jensen Quality Value I | Common Stocks | — | — | $12K | 0.1% | |
| Empower Annuity Ins. Company of America Fidelity International Capital Apprec | Mutual Funds | — | — | $7K | <0.1% | |
| Empower Annuity Ins. Company of America Goldman Sachs Small CP Val Insights R6 | Common Stocks | — | — | $5K | <0.1% | |
| Empower Annuity Ins. Company of America MFS Mid Cap Value R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Empower Annuity Ins. Company of America Janus Henderson Triton T | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL | — | SAN DEIGO, CA | INVESTMENT ADVISOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION MANAGEMENT CONSULTANTS | — | MODESTO, CA | CONTRACT ADMIN | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXUS ADMINISTRATORS INC. | — | FRESNO, CA | CONTACT ADMIN | $125 | — |
