Alison Moore signed Commonwealth Care Alliance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commonwealth Care Alliance's EIN is 04-3756900.
Download the official 2024 Form 5500 (PDF) for Commonwealth Care Alliance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commonwealth Care Alliance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | ADVISOR | $13K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid Fdm Idx 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $16.7M | 13.0% | |
| Fid Fdm Idx 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $16.1M | 12.5% | |
| Fid Fdm Idx 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $15.2M | 11.8% | |
| Fid Fdm Idx 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $12.2M | 9.5% | |
| Fid Fdm Idx 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $10.5M | 8.2% | |
| Fidelity 500 Index PR Mutual Fund | Common Collective Trusts | — | — | $10.5M | 8.2% | |
| Fid Fdm Idx 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $5.6M | 4.3% | |
| Fid Contrafund K6 Mutual Fund | Mutual Funds | — | — | $4.7M | 3.7% | |
| Fid Fdm Idx 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $4.3M | 3.3% | |
| STD Stable Asset 2 Guaranteed Investment Contract | Stable Value | — | — | $1.7M | 1.3% | |
| Self‐Directed Brokerage Funds Self‐Directed Brokerage Funds | Self-Directed Brokerage | — | — | $1.5M | 1.2% | |
| Fid Fdm Idx 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $980K | 0.8% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $881K | 0.7% | |
| Fid Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $853K | 0.7% | |
| Crln E Mid Cap Gr R6 Mutual Fund | Other securities | — | — | $848K | 0.7% | |
| Fid Fdm Idx 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $800K | 0.6% | |
| Parnassus Core EQ IS Mutual Fund | Other securities | — | — | $727K | 0.6% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $617K | 0.5% | |
| JPM US Small Co R6 Mutual Fund | Common Stocks | — | — | $615K | 0.5% | |
| MFS Intl Growth R6 Mutual Fund | Mutual Funds | — | — | $591K | 0.5% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $541K | 0.4% | |
| Fid Fdm Idx 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $541K | 0.4% | |
| Vang Infl Prot Inv Mutual Fund | Other securities | — | — | $497K | 0.4% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $439K | 0.3% | |
| Fid Fdm Idx Inc IPR Mutual Fund | Common Collective Trusts | — | — | $209K | 0.2% | |
| PGIM Global RE R6 Mutual Fund | Other securities | — | — | $128K | <0.1% | |
| Fid Fdm Idx 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $127K | <0.1% | |
| Fid Govt Mmrk PRM Mutual Fund | Mutual Funds | — | — | $64K | <0.1% | |
| HFTD World Bond R6 Mutual Fund | Other securities | — | — | $52K | <0.1% | |
| February 2026 ‐ | Other securities | — | — | $9K | <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 |
|---|---|---|---|---|---|
| AAFCPAS INC | 04-2571780 | — | ACCOUNTANT/AUDITOR | $17K | — |
