Christina WONG signed Element Care, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Element Care, Inc.'s EIN is 04-3267751.
Download the official 2023 Form 5500 (PDF) for Element Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Element Care, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | N/A | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $30K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.8M | 22.1% | |
| Vanguard Target Retirement 2040 Fund Inv N/R | Mutual Funds | — | — | $2.3M | 10.8% | |
| Vanguard Target Retirement 2025 Fund Inv N/R | Mutual Funds | — | — | $2.2M | 10.4% | |
| Principal Blue Chip Fund Class R6 N/R | Other securities | — | — | $2.1M | 9.7% | |
| Vanguard Target Retirement 2050 Fund Inv N/R | Mutual Funds | — | — | $1.7M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Inv N/R | Mutual Funds | — | — | $1.6M | 7.4% | |
| Vanguard Target Retirement 2035 Fund Inv N/R | Mutual Funds | — | — | $1.6M | 7.2% | |
| Vanguard Target Retirement 2045 Fund Inv N/R | Mutual Funds | — | — | $1.1M | 5.3% | |
| Vanguard Target Retirement 2020 Fund Inv N/R | Mutual Funds | — | — | $1.1M | 5.0% | |
| Vanguard 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $748K | 3.5% | |
| Vanguard Target Retirement Income Inv N/R | Mutual Funds | — | — | $409K | 1.9% | |
| Vanguard Small Cap Growth Index Admiral N/R | Mutual Funds | — | — | $389K | 1.8% | |
| Participant Loans Notes Receivable from Participants, with interest rates $0 | Participant loans | — | — | $228K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Inv N/R | Mutual Funds | — | — | $188K | 0.9% | |
| Charles Schwab Value Advantage Money Inv N/R | Mutual Funds | — | — | $172K | 0.8% | |
| Allspring Special Small Cap Index Admiral N/R | Other securities | — | — | $157K | 0.7% | |
| Vanguard Mid Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $148K | 0.7% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $118K | 0.5% | |
| Fidelity Total Bond Fund N/R | Mutual Funds | — | — | $114K | 0.5% | |
| American Funds American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $102K | 0.5% | |
| Vanguard Total International Stock Index Admiral N/R | Mutual Funds | — | — | $73K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Inv N/R | Mutual Funds | — | — | $66K | 0.3% | |
| MFS Mid Cap Value R4 N/R | Mutual Funds | — | — | $46K | 0.2% | |
| Columbia Contrarian Core Institutional 2 N/R | Other securities | — | — | $44K | 0.2% | |
| Vanguard Equity Income Fund Admiral N/R | Mutual Funds | — | — | $41K | 0.2% | |
| Vanguard Total Bond Market Index Admiral N/R | Mutual Funds | — | — | $31K | 0.1% | |
| Hartford International Opportunities I N/R | Other securities | — | — | $11K | <0.1% | |
| BlackRock Strategic Income Opportunities Institutional N/R | Other securities | — | — | $6K | <0.1% | |
| October 2030 Noninterest-bearing cash N/R | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| N/A |
| $6K |
| — |
