Somerville-Cambridge Elder Services, Inc.'s EIN is 04-2515020.
Download the official 2023 Form 5500 (PDF) for Somerville-Cambridge Elder Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Somerville-Cambridge Elder Services, Inc.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN, RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | — | WILLMINGTON, MA | TPA, FIDUCIARY ADVISOR | $18K | — |
| GLOBAL RETIREMENT PARTNERS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Puritan Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 11.2% | |
| JP Morgan Smart Retirement 2030 R6 Mutual Fund | Other securities | — | — | $901K | 7.3% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $870K | 7.1% | |
| NATIONWIDE GROUP ANNUITY CONTRACT NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $847K | 6.9% | |
| American Funds Growth Fund R6 Mutual Fund | Mutual Funds | — | — | $616K | 5.0% | |
| JP Morgan Smart Retirement 2035 R6 Mutual Fund | Other securities | — | — | $487K | 4.0% | |
| JP Morgan Smart Retirement 2045 R6 Mutual Fund | Other securities | — | — | $470K | 3.8% | |
| JP Morgan Smart Retirement 2055 R6 Mutual Fund | Other securities | — | — | $449K | 3.6% | |
| JP Morgan Smart Retirement 2025 R6 Mutual Fund | Other securities | — | — | $401K | 3.3% | |
| Fidelity Small Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $318K | 2.6% | |
| Vanguard Dividend Growth Fund Mutual Fund | Mutual Funds | — | — | $274K | 2.2% | |
| Invesco Comstock R5 Mutual Fund | Mutual Funds | — | — | $245K | 2.0% | |
| JP Morgan Midcap Value L Mutual Fund | Other securities | — | — | $240K | 1.9% | |
| American Funds EuroPacific Growth R6 Mutual Fund | Mutual Funds | — | — | $233K | 1.9% | |
| Invesco Oppenheimer Global Y Mutual Fund | Mutual Funds | — | — | $213K | 1.7% | |
| JP Morgan Smart Retirement 2040 R6 Mutual Fund | Other securities | — | — | $212K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $197K | 1.6% | |
| T Rowe Price Midcap Growth R Mutual Fund | Mutual Funds | — | — | $174K | 1.4% | |
| Dodge and Cox International Mutual Fund | Mutual Funds | — | — | $169K | 1.4% | |
| Invesco Oppenheimer Developing Markets Y Mutual Fund | Mutual Funds | — | — | $155K | 1.3% | |
| Nationwide Investors Dest Mod Aggressive R6 Mutual Fund | Other securities | — | — | $153K | 1.2% | |
| Parnassus Core Equity Fund Mutual Fund | Other securities | — | — | $145K | 1.2% | |
| American Funds Capital World Bond Fund Mutual Fund | Mutual Funds | — | — | $141K | 1.1% | |
| PIMCO Total Return Fund Inst Mutual Fund | Mutual Funds | — | — | $132K | 1.1% | |
| JP Morgan Smart Retirement 2060 R6 Mutual Fund | Other securities | — | — | $131K | 1.1% | |
| Vanguard Intermediate‐Term Treasury Index Mutual Fund | Mutual Funds | — | — | $128K | 1.0% | |
| Invesco Diversified Dividend R5 Mutual Fund | Mutual Funds | — | — | $111K | 0.9% | |
| JP Morgan Smart Retirement 2020 R6 Mutual Fund | Other securities | — | — | $111K | 0.9% | |
| Nationwide Investors Dest Mod R6 Mutual Fund | Other securities | — | — | $111K | 0.9% | |
| Victory Integrity Small‐Cap Value Y Mutual Fund | Other securities | — | — | $102K | 0.8% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $101K | 0.8% | |
| PIMCO Real Return Fund Inst Mutual Fund | Mutual Funds | — | — | $100K | 0.8% | |
| Ivy High Income Fund I Mutual Fund | Other securities | — | — | $98K | 0.8% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $89K | 0.7% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $73K | 0.6% | |
| Nueberger Berman Genesis Mutual Fund | Other securities | — | — | $61K | 0.5% | |
| T Rowe Price Growth Stock Fund Mutual Fund | Mutual Funds | — | — | $58K | 0.5% | |
| Nationwide Investors Dest Mod Conservative R6 Mutual Fund | Other securities | — | — | $55K | 0.4% | |
| through February 2029 - | Other securities | — | — | $40K | 0.3% | |
| Federated Government Obligations Fund Premier Mutual Fund | Other securities | — | — | $33K | 0.3% | |
| JP Morgan Smart Retirement 2055 R5 Mutual Fund | Other securities | — | — | $18K | 0.1% | |
| JP Morgan Smart Retirement 2040 R5 Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| JP Morgan Smart Retirement 2050 R5 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| JP Morgan Smart Retirement 2060 R5 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| JP Morgan Smart Retirement 2030 R5 Mutual Fund | 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.
| — |
| SAN RAPHAEL, CA |
| BROKER DEALER OF ADVISOR |
| $16K |
| — |
