Reginald D McRae signed Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care, Inc.'s EIN is 13-1685039.
Download the official 2024 Form 5500 (PDF) for Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $26.1M | 22.6% | |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.5M | 10.8% | |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.7M | 8.4% | |
| Parnassus Core Eq Inv | Other securities | — | — | $9.1M | 7.9% | |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.6M | 6.6% | |
| William Blair William Blair Small-Mid Cap Gr I | Other securities | — | — | $7.4M | 6.4% | |
| INVESCO STABLE VAL TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.3M | 5.5% | |
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.3% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $4.5M | 3.9% | |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.1M | 3.6% | |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.0% | |
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| Self-Directed Brokerage Accounts Various Mutual Funds | Self-Directed Brokerage | — | — | $2.5M | 2.1% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $2.5M | 2.1% | |
| Baird Core Plus Bd Inst | Other securities | — | — | $2.2M | 1.9% | |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.9% | |
| Vanguard Total Bd Mkt Index Adm | Mutual Funds | — | — | $1.9M | 1.6% | |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $1.3M | 1.1% | |
| ARISTOTLE SMALL/MID CAP EQ CLASS B ARISTOTLE / SEIC · EIN 82-3397846 / PN 004 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $956K | 0.8% | |
| TROWE PR D 2010 TR A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $788K | 0.7% | |
| Notes receivable from participants Bearing interest at 3.25%-5.50% | Bonds / Notes | — | — | $510K | 0.4% | |
| PIMCO DIV REAL ASSET COLLECTIVE TR PIMCO · EIN 27-0834313 / PN 004 | Common Collective Trust | — | — | $342K | 0.3% | |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $291K | 0.3% | |
| TROWE PR D 2005 TR A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $78K | <0.1% | |
| Transamerica Financial Life Ins. Co. General Account | Common Stocks | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
