Rebecca Albrecht signed Waveny Care Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waveny Care Center's EIN is 06-0859588.
Download the official 2024 Form 5500 (PDF) for Waveny Care Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waveny Care Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Investments Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $2.1M | 11.8% | |
| State Street Investments Target Retirement 2030 Fund N/R | Other securities | — | — | $2.1M | 11.8% | |
| State Street Investments Target Retirement 2025 Fund N/R | Other securities | — | — | $2.0M | 11.0% | |
| State Street Investments Target Retirement 2035 Fund N/R | Other securities | — | — | $1.9M | 10.7% | |
| Fidelity Investments 500 Index N/R | Common Collective Trusts | — | — | $1.4M | 7.8% | |
| * Empower Annuity Insurance Fixed Account | Guaranteed Income / GIC | — | — | $1.4M | 7.6% | |
| State Street Investments Target Retirement Fund N/R | Other securities | — | — | $1.1M | 6.1% | |
| Franklin Templeton Investments Putnam Large Capital Value Fund N/R | Mutual Funds | — | — | $939K | 5.3% | |
| State Street Investments Target Retirement 2040 Fund N/R | Other securities | — | — | $797K | 4.5% | |
| Fidelity Investments US Bond Index N/R | Mutual Funds | — | — | $737K | 4.1% | |
| State Street Investments Target Retirement 2045 Fund N/R | Other securities | — | — | $636K | 3.6% | |
| Fidelity Investments Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $551K | 3.1% | |
| State Street Investments Target Retirement 2055 Fund N/R | Other securities | — | — | $482K | 2.7% | |
| Fidelity Investments Blue Chip Growth K6 N/R | Mutual Funds | — | — | $427K | 2.4% | |
| Company of America * Participant Loans Interest rates: 4.25% to 9.50% | Bonds / Notes | — | — | $323K | 1.8% | |
| State Street Investments Hedged International Development N/R | Other securities | — | — | $280K | 1.6% | |
| Equity fund State Street Investments Target Retirement 2050 Fund N/R | Other securities | — | — | $220K | 1.2% | |
| Fidelity Investments Small Cap Index Fund N/R | Common Collective Trusts | — | — | $196K | 1.1% | |
| American Funds New World Fund N/R | Mutual Funds | — | — | $190K | 1.1% | |
| MFS Global Real Estate R6 N/R | Mutual Funds | — | — | $84K | 0.5% | |
| State Street Investments Target Retirement 2060 Fund N/R | Other securities | — | — | $52K | 0.3% | |
| State Street Investments Target Retirement 2065 Fund N/R | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FARTHER FINANCE ADVISORS LLC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $9K | — |
