Michelle Robison signed Community Bridges, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Bridges, Inc.'s EIN is 94-2880847.
Download the official 2024 Form 5500 (PDF) for Community Bridges, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Bridges, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2035 ADV Mutual fund funds | Other securities | — | — | $4.3M | 13.9% | |
| TRP RETIRE 2040 ADV Mutual fund | Other securities | — | — | $3.9M | 12.7% | |
| TRP RETIRE 2045 ADV Mutual fund | Other securities | — | — | $3.2M | 10.4% | |
| TRP RETIRE 2050 ADV Mutual fund | Other securities | — | — | $3.1M | 9.9% | |
| TRP RETIRE 2030 ADV Mutual fund | Other securities | — | — | $2.9M | 9.6% | |
| BNYM INST S&P500 I Mutual fund | Other securities | — | — | $2.0M | 6.6% | |
| Participant loans Interest rates at 4.25% to 9.5% | Bonds / Notes | — | — | $1.7M | 5.4% | |
| TRP RETIRE 2015 ADV Mutual fund Cost not required 183 TRP RETIRE 2025 ADV Mutual fund for self directed | Self-Directed Brokerage | — | — | $1.7M | 5.4% | |
| TRP RETIRE 2055 ADV Mutual fund | Other securities | — | — | $1.6M | 5.1% | |
| PIONEER FDMTL GRTH Y Mutual fund | Other securities | — | — | $864K | 2.8% | |
| TRP RETIRE 2060 ADV Mutual fund | Other securities | — | — | $852K | 2.8% | |
| TRP GLOBAL TECH Mutual fund | Other securities | — | — | $707K | 2.3% | |
| TRP RETIRE 2020 ADV Mutual fund | Other securities | — | — | $531K | 1.7% | |
| FA SMALL CAP GR I Mutual fund | Other securities | — | — | $472K | 1.5% | |
| Party maturity value) Cost Current Value * FID GOVT MMKT Cash and equivalent | Mutual Funds | — | — | $374K | 1.2% | |
| MGL MD CP GRTH 46 Mutual fund | Other securities | — | — | $371K | 1.2% | |
| FA TOTAL BOND I Mutual fund | Other securities | — | — | $307K | 1.0% | |
| AF EUROPAC GROWTH R6 Mutual fund | Other securities | — | — | $307K | 1.0% | |
| MFS VALUE R4 Mutual fund | Mutual Funds | — | — | $255K | 0.8% | |
| JPM MID CAP VALUE R6 Mutual fund | Other securities | — | — | $251K | 0.8% | |
| AS PREC METALS IS Mutual fund | Other securities | — | — | $191K | 0.6% | |
| COL MID CAP INDEX I Mutual fund | Other securities | — | — | $188K | 0.6% | |
| COL SM CAP INDEX I Mutual fund | Other securities | — | — | $183K | 0.6% | |
| TRP RETIRE 2010 ADV Mutual fund | Other securities | — | — | $144K | 0.5% | |
| AS SPL SM CAP VAL IS Mutual fund | Other securities | — | — | $114K | 0.4% | |
| FID REAL ESTATE IDX Mutual fund | Common Collective Trusts | — | — | $111K | 0.4% | |
| BLKRK HI YLD BD INST Mutual fund | Other securities | — | — | $88K | 0.3% | |
| INVS DEVELOP MKT Y Mutual fund | Other securities | — | — | $60K | 0.2% | |
| TRP RETIRE 2005 ADV Mutual fund | Other securities | — | — | $58K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
