David Helfgott signed Care Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care Management, Inc.'s EIN is 11-3117425.
Download the official 2024 Form 5500 (PDF) for Care Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care Management, 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 INSURAN | 36-6071399 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $2.4M | 10.8% | |
| Index American Funds American Funds Growth Fund of N/R | Mutual Funds | — | — | $2.0M | 9.1% | |
| AMERICAN FDS GR FD OF AMERICA ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $2.0M | 9.1% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $1.7M | 7.8% | |
| Fully Benefit-Responsive Investment Contract * Transamerica Stable Value N/R | Stable Value | — | — | $1.6M | 7.4% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $1.3M | 6.1% | |
| AMERICAN FDS WASHINGTON MTL INVS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $1.3M | 5.9% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $962K | 4.4% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $931K | 4.3% | |
| BlackRock TA BlackRock Lifepath Index N/R | Other securities | — | — | $895K | 4.1% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $895K | 4.1% | |
| TA VANGUARD LIFESTRATEGY GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 122 | Pooled Separate Account | — | — | $617K | 2.8% | |
| JPMORGAN INTREPID MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 949 | Pooled Separate Account | — | — | $554K | 2.5% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $554K | 2.5% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $527K | 2.4% | |
| PIONEER EQ INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 042 | Pooled Separate Account | — | — | $501K | 2.3% | |
| WESTERN ASSET CORE PLUS BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 022 | Pooled Separate Account | — | — | $486K | 2.2% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $472K | 2.2% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $430K | 2.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $400K | 1.8% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $382K | 1.8% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $380K | 1.7% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $371K | 1.7% | |
| MAINSTAY HIGH YIELD CORP BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 347 | Pooled Separate Account | — | — | $316K | 1.5% | |
| INVESCO MAIN STREET MID CAP RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 089 | Pooled Separate Account | — | — | $312K | 1.4% | |
| Transamerica International Equity N/R | Other securities | — | — | $286K | 1.3% | |
| TRANSAMERICA INTL EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $286K | 1.3% | |
| THORNBURG INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 210 | Pooled Separate Account | — | — | $265K | 1.2% | |
| BLACKROCK GLBL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 864 | Pooled Separate Account | — | — | $264K | 1.2% | |
| TRANSAMERICA SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 951 | Pooled Separate Account | — | — | $249K | 1.1% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $222K | 1.0% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $213K | 1.0% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $198K | 0.9% | |
| TA VANGUARD LIFESTRATEGY CONSERVATI TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 724 | Pooled Separate Account | — | — | $173K | 0.8% | |
| TRANSAMERICA SMALL CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 085 | Pooled Separate Account | — | — | $129K | 0.6% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $129K | 0.6% | |
| DWS ENHANCED COMM STRATEGY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 101 | Pooled Separate Account | — | — | $105K | 0.5% | |
| INVESCO EQUALLY-WGHTD S&P 500 ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 114 | Pooled Separate Account | — | — | $80K | 0.4% | |
| TA VANGUARD LIFESTRATEGY MODERATE G TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 914 | Pooled Separate Account | — | — | $68K | 0.3% | |
| AMERICAN CENTURY INF-ADJ BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 096 | Pooled Separate Account | — | — | $29K | 0.1% | |
| JPMORGAN U.S. SMALL CO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 011 | Pooled Separate Account | — | — | $27K | 0.1% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / 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.
