Karen Wheeler signed Community Research Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Research Foundation's EIN is 95-3248148.
Download the official 2023 Form 5500 (PDF) for Community Research Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Community Research Foundation'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | INVESTMENT ADVISOR | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Trgt Dt Ret R6 | Mutual Funds | — | — | $4.9M | 12.6% | |
| John Hancock JHancock MultiMgr Lifestyle Gr R6 | Other securities | — | — | $3.0M | 7.7% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.7M | 6.9% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.6M | 6.7% | |
| John Hancock JHancock MultiMgr Lifestyle Bal R6 | Other securities | — | — | $2.4M | 6.1% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.1M | 5.3% | |
| Standard Stable Asset Fund II | Other securities | — | — | $2.1M | 5.3% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.0M | 5.1% | |
| Blackrock iShares S&P 500 Index K | Common Collective Trusts | — | — | $1.7M | 4.2% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $1.5M | 3.7% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | Mutual Funds | — | — | $1.1M | 2.7% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 | Mutual Funds | — | — | $772K | 2.0% | |
| John Hancock JHancock MltMgr Lifestyle Cnsrv R6 | Other securities | — | — | $762K | 1.9% | |
| Vanguard Val Index Adm | Mutual Funds | — | — | $733K | 1.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $650K | 1.7% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | Mutual Funds | — | — | $535K | 1.4% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 | Mutual Funds | — | — | $534K | 1.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $519K | 1.3% | |
| Parnassus Core Eq Inv | Other securities | — | — | $507K | 1.3% | |
| MFS Intl Eq R6 | Mutual Funds | — | — | $482K | 1.2% | |
| MFS Intl Val R3 | Mutual Funds | — | — | $471K | 1.2% | |
| Victory Sycamore Est Val R | Other securities | — | — | $456K | 1.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $378K | 1.0% | |
| Prudential PGIM Total Return Bd Z | Other securities | — | — | $363K | 0.9% | |
| Eagle Carillon Eagle Mid Cap Gr I | Other securities | — | — | $310K | 0.8% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $295K | 0.7% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | Mutual Funds | — | — | $276K | 0.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $270K | 0.7% | |
| Blackrock iShares MSCI Total Intl Idx Instl | Common Collective Trusts | — | — | $231K | 0.6% | |
| Columbia Dividend Inc Adv | Common Stocks | — | — | $223K | 0.6% | |
| Vanguard Inf-Protected Secs Adm | Mutual Funds | — | — | $215K | 0.5% | |
| Putnam Small Cap Gr R6 | Mutual Funds | — | — | $208K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Estate Sec A | Other securities | — | — | $198K | 0.5% | |
| Victory Sycamore Small Co Opp R | Common Stocks | — | — | $198K | 0.5% | |
| John Hancock JHancock MltMgr Lifestyle Agrsv R6 | Other securities | — | — | $159K | 0.4% | |
| Vanguard Financials Index Adm | Mutual Funds | — | — | $139K | 0.4% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 | Mutual Funds | — | — | $129K | 0.3% | |
| Schwab Fdmtl Intl Eq Idx | Common Collective Trusts | — | — | $76K | 0.2% | |
| Mainstay MacKay Hi Yld Crp Bd I | Other securities | — | — | $64K | 0.2% | |
| T. Rowe Price T. Rowe Price Instl Floating Rate F | Bonds / Notes | — | — | $59K | 0.2% | |
| First Eagle First Eagle Gold I | Other securities | — | — | $54K | 0.1% | |
| Eaton Vance Eaton Vance Atlanta cpital SMd cp I | Other securities | — | — | $36K | <0.1% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 | Mutual Funds | — | — | $35K | <0.1% | |
| State Street State St l US Govt M1y Mkt Premier | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUTCHINSON AND BLOODGOOD LLP | 95-0858589 | — | AUDITOR | $20K | — |
