Robert Scott signed Center for Elders' Independence's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Center for Elders' Independence's EIN is 94-3123446.
Download the official 2024 Form 5500 (PDF) for Center for Elders' Independence from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Center for Elders' Independence's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Ind Ret Fd K N/R | Mutual Funds | — | — | $6.4M | 22.9% | |
| BlackRock LifePath Ind 2035 Fd K N/R | Common Stocks | — | — | $4.1M | 14.6% | |
| BlackRock LifePath Ind 2030 Fd K N/R | Other securities | — | — | $3.1M | 11.1% | |
| BlackRock LifePath Ind 2040 Fd K N/R | Other securities | — | — | $2.6M | 9.3% | |
| BlackRock LifePath Ind 2045 Fd K N/R | Other securities | — | — | $2.5M | 9.1% | |
| BlackRock LifePath Ind 2050 Fd K N/R | Other securities | — | — | $2.4M | 8.4% | |
| BlackRock LifePath Ind 2055 Fd K N/R | Other securities | — | — | $2.3M | 8.2% | |
| JP Morgan JPMorgan Lrg Cp Growth Fnd R6 N/R | Common Stocks | — | — | $979K | 3.5% | |
| Vanguard 500 Index Fund Adm N/R | Common Collective Trusts | — | — | $940K | 3.4% | |
| BlackRock LifePath Ind 2060 Fd K N/R | Other securities | — | — | $445K | 1.6% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $377K | 1.4% | |
| Voya Small Cap Growth Fund R6 N/R | Other securities | — | — | $280K | 1.0% | |
| Vanguard Total Bnd Mrkt Ind F Adm N/R | Mutual Funds | — | — | $279K | 1.0% | |
| (Held at End of Year) Center for Elders' Independence 403(b) Plan EIN#94-3123446 Plan# 001 Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | Common Stocks | — | — | $279K | 1.0% | |
| Fully Benefit-Responsive Investment Contract * Voya Fixed Account B N/R | Other securities | — | — | $225K | 0.8% | |
| Vanguard Small-Cap Index Fund Adm N/R | Common Collective Trusts | — | — | $128K | 0.5% | |
| Putnam Lrg Cp Val Fd - Cl R6 N/R | Mutual Funds | — | — | $119K | 0.4% | |
| Vanguard Mid-Cap Index Fund Adm N/R | Common Collective Trusts | — | — | $117K | 0.4% | |
| Nuveen Large Cap Responsible Eq R6 N/R | Mutual Funds | — | — | $100K | 0.4% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 N/R | Other securities | — | — | $91K | 0.3% | |
| John Hancock John Hancock Disp Val Mid Cap Fd R6 N/R | Common Stocks | — | — | $85K | 0.3% | |
| BlackRock LifePath Ind 2065 Fd K N/R | Other securities | — | — | $85K | 0.3% | |
| Money Market Account * Voya Gov Money Mkt Fnd A N/R | Cash / Money Market | — | — | $79K | 0.3% | |
| PIMCO Income Fund Inst N/R | Mutual Funds | — | — | $74K | 0.3% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $45K | 0.2% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $38K | 0.1% | |
| Vanguard Developed Mkts Indx Fd Adm N/R | Mutual Funds | — | — | $28K | 0.1% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | Common Stocks | — | — | $28K | 0.1% | |
| Fidelity Adv Intl Growth Fund Z N/R | Mutual Funds | — | — | $26K | <0.1% | |
| Cohen & Steers Cohen & Steers Instit Realty Shares N/R | Other securities | — | — | $24K | <0.1% | |
| American Century Amer Cent Small Cap Value Fund R6 N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
