David Helfgott signed Americare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Americare, Inc.'s EIN is 11-2608743.
Download the official 2024 Form 5500 (PDF) for Americare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Americare, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contract * Transamerica Stable Value Advantage Fund N/R | Stable Value | — | — | $1.4M | 25.4% | |
| BlackRock TA Blackrock Lifepath Index Retirement N/R | Pooled Separate Accounts | — | — | $1.2M | 21.9% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $1.2M | 21.9% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $602K | 11.2% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $575K | 10.7% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $360K | 6.7% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $290K | 5.4% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $245K | 4.5% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $188K | 3.5% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $147K | 2.7% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $56K | 1.0% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $46K | 0.8% | |
| JPMORGAN MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 118 | Pooled Separate Account | — | — | $40K | 0.7% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $36K | 0.7% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $34K | 0.6% | |
| AMERICAN FDS WASHINGTON MTL INVS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $32K | 0.6% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $32K | 0.6% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $27K | 0.5% | |
| AMERICAN FDS GR FD OF AMERICA ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $17K | 0.3% | |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $17K | 0.3% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $14K | 0.3% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $14K | 0.3% | |
| WESTERN ASSET CORE PLUS BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 022 | Pooled Separate Account | — | — | $13K | 0.2% | |
| PIMCO STOCKSPLUS(R) ABSLT URN ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 955 | Pooled Separate Account | — | — | $12K | 0.2% | |
| HAFORD SCHRODERS INTL MLT-CP VAL TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 110 | Pooled Separate Account | — | — | $12K | 0.2% | |
| Transamerica Financial Life Ins Co State Street Russell Sm cp Val Idx | Common Collective Trusts | — | — | $8K | 0.2% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $8K | 0.2% | |
| BlackRock Global Allocation N/R | Other securities | — | — | $6K | 0.1% | |
| BLACKROCK GLBL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 864 | Pooled Separate Account | — | — | $6K | 0.1% | |
| TRANSAMERICA SMALL CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 085 | Pooled Separate Account | — | — | $5K | <0.1% | |
| COLUMBIA DIVIDEND INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 938 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Transamerica Financial Life Ins Co State Street Emerg Mkt Idx Ret Acct | Common Collective Trusts | — | — | $3K | <0.1% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TA VANGUARD LIFESTRATEGY INCOME RET 0 · EIN 83-1098532 / PN 723 | Pooled Separate Account | — | — | $723 | <0.1% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
