Scott Laakso signed Continuing Care Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Continuing Care Management LLC's EIN is 04-3558942.
Download the official 2024 Form 5500 (PDF) for Continuing Care Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Continuing Care Management LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. |
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 Growth Company Fund " | Mutual Funds | — | — | $7.5M | 18.2% | |
| Fidelity Freedom 2030 Fund K6 " | Mutual Funds | — | — | $4.1M | 9.8% | |
| Vanguard Growth Index Fund " | Common Collective Trusts | — | — | $3.7M | 8.9% | |
| Fidelity Freedom 2040 Fund K6 " | Mutual Funds | — | — | $2.6M | 6.2% | |
| Fidelity Freedom 2025 Fund K6 " | Mutual Funds | — | — | $2.2M | 5.4% | |
| Fidelity Freedom 2035 Fund K6 " | Mutual Funds | — | — | $2.1M | 5.0% | |
| Standard Capital Preservation Income Fund Guaranteed insurance contract | Other securities | — | — | $2.0M | 4.7% | |
| Fidelity Equity Income Fund " | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity Value Fund K " | Mutual Funds | — | — | $1.7M | 4.0% | |
| Fidelity Freedom 2020 Fund K6 " | Mutual Funds | — | — | $1.6M | 3.9% | |
| Fidelity Freedom 2050 Fund K6 " | Mutual Funds | — | — | $1.5M | 3.6% | |
| Fidelity Puritan Fund " | Mutual Funds | — | — | $1.4M | 3.3% | |
| Fidelity Freedom 2045 Fund K6 " | Mutual Funds | — | — | $1.4M | 3.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| American Funds The Bond Fund of America Fund Mutual fund | Mutual Funds | — | — | $951K | 2.3% | |
| JPMorgan U.S. Equity Fund " | Other securities | — | — | $905K | 2.2% | |
| Fidelity Freedom 2055 Fund K6 " | Mutual Funds | — | — | $654K | 1.6% | |
| Fidelity Diversified International Fund " | Mutual Funds | — | — | $525K | 1.3% | |
| Vanguard Value Index Fund " | Common Collective Trusts | — | — | $486K | 1.2% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $475K | 1.1% | |
| Fidelity Freedom 2010 Fund K6 " | Mutual Funds | — | — | $386K | 0.9% | |
| Fidelity Freedom 2060 Fund K6 " | Mutual Funds | — | — | $370K | 0.9% | |
| Participant loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $361K | 0.9% | |
| Fidelity Mid Cap Stock Fund " | Mutual Funds | — | — | $325K | 0.8% | |
| DFA U.S. Small Cap Portfolio Fund " | Mutual Funds | — | — | $297K | 0.7% | |
| American Funds New World Fund " | Mutual Funds | — | — | $277K | 0.7% | |
| American Funds U.S. Government Securities Fund " | Mutual Funds | — | — | $262K | 0.6% | |
| Carillon Eagle Mid Cap Growth Fund " | Other securities | — | — | $167K | 0.4% | |
| Fidelity Freedom Income Fund " | Mutual Funds | — | — | $160K | 0.4% | |
| Fidelity Government Market Fund " | Mutual Funds | — | — | $92K | 0.2% | |
| Fidelity Freedom 2015 Fund K6 " | Mutual Funds | — | — | $49K | 0.1% | |
| Fidelity Freedom 2065 Fund K6 " | Mutual Funds | — | — | $48K | 0.1% | |
| PGIM High Yield Fund " | Other securities | — | — | $39K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $17K |
| — |
