Community Resource Project, Inc.'s EIN is 94-2280427.
Download the official 2023 Form 5500 (PDF) for Community Resource Project, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Resource Project, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | 41-0944586 | — | NONE | $10K | — |
| OSAIC WEALTH, INC. | 93-0987232 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Mutual Funds - no stated Investment rate or maturity date iShares US Agg Bd Ind K | Mutual Funds | — | — | $1.1M | 20.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $845K | 16.4% | |
| Vanguard Dev Mkts Index Adm | Mutual Funds | — | — | $740K | 14.4% | |
| Standard Insurance Co General Account- no stated investment rate or maturity rate | Common Stocks | — | — | $552K | 10.7% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $485K | 9.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $420K | 8.2% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $289K | 5.6% | |
| Columbia Sm Cap Idx Instl 2 | Common Collective Trusts | — | — | $249K | 4.8% | |
| Columbia Select Mid Cap Val Instl 2 | Other securities | — | — | $152K | 2.9% | |
| JP Morgan Mid Cap Growth | Other securities | — | — | $138K | 2.7% | |
| Participant loans Interest rate of 3.25% - 8.50% | Bonds / Notes | — | — | $71K | 1.4% | |
| Vanguard Tar Rtmnt 2045 Inv | Mutual Funds | — | — | $56K | 1.1% | |
| Vanguard Tar Rtmnt 2025 Inv | Mutual Funds | — | — | $18K | 0.4% | |
| Janus Henderson GlbLifeSci T | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Tar Rtmnt 2055 Inv | Mutual Funds | — | — | $16K | 0.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard EmergMktStkIdx Adm | Mutual Funds | — | — | $6K | 0.1% | |
| General Account- no stated investment rate or maturity rate | Other securities | — | — | $5K | <0.1% | |
| Vanguard Materials Index Adm | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Utilities Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Bond Fund 93 Thornburg Small/Mid Cap Growth 233 Blackrock Lifepath DY 173 Total Variable Annuities | Mutual Funds | — | — | $3K | <0.1% | |
| (a), or Similar Party or Maturity Value (d) Cost Value Empower Annuity Insurance Company of America Variable Annuities - no stated Investment rate or maturity date Goldman Sachs Small Cap Value $130 Blackrock Lifepath DY 2040 | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $9K |
| — |
