Mike Heshel signed Community Based Education & DEVE's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Based Education & DEVE's EIN is 95-4579025.
Download the official 2022 Form 5500 (PDF) for Community Based Education & DEVE from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Community Based Education & DEVE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | — | BEVERLY HILLS, CA |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $353K | 19.0% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $335K | 18.1% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $237K | 12.8% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $210K | 11.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $167K | 9.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $136K | 7.3% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $133K | 7.2% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $41K | 2.2% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $39K | 2.1% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $34K | 1.8% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $22K | 1.2% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $16K | 0.9% | |
| JPM CORE BOND R3 | Registered Investment Companies | — | — | $15K | 0.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 0.6% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $9K | 0.5% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $9K | 0.5% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $8K | 0.4% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $8K | 0.4% | |
| DELAWARE IVY INTL CORE EQ A 871 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $8K | 0.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $6K | 0.3% | |
| JPM SMALL CAP VALUE FD R3 | Registered Investment Companies | — | — | $5K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $5K | 0.2% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $4K | 0.2% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
