Jason TOSH signed Bethany Retirement Home, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bethany Retirement Home, Inc.'s EIN is 16-0988865.
Download the official 2024 Form 5500 (PDF) for Bethany Retirement Home, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bethany Retirement Home, Inc.'s plan includes 403(b) custodial accounts, 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 LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARKADIOS CAPITAL LLC | — | ATLANTA, GA | BROKER/ADVISO R | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Blue Chip Growth | Other securities | — | — | $582K | 12.7% | |
| MassMutual S&P 500 Index Fund | Common Collective Trusts | — | — | $568K | 12.3% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $369K | 8.0% | |
| MFS Lifetime 2035 Fund | Mutual Funds | — | — | $325K | 7.1% | |
| Hartford Equity Income Fund | Other securities | — | — | $308K | 6.7% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $300K | 6.5% | |
| Empower S&P SmCap 400 Index Fund | Common Collective Trusts | — | — | $273K | 5.9% | |
| Empower Guaranteed Interest Account | Other securities | — | — | $206K | 4.5% | |
| MFS Value Fund | Mutual Funds | — | — | $194K | 4.2% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $181K | 3.9% | |
| Empower International Index Fund | Common Collective Trusts | — | — | $175K | 3.8% | |
| MFS Lifetime 2055 Fund | Mutual Funds | — | — | $158K | 3.4% | |
| Invesco Small Cap Equity A | Mutual Funds | — | — | $132K | 2.9% | |
| PIMCO Income Fund | Mutual Funds | — | — | $123K | 2.7% | |
| Invesco Global Opportunities Fund | Mutual Funds | — | — | $102K | 2.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $82K | 1.8% | |
| MFS Lifetime 2025 Fund | Mutual Funds | — | — | $79K | 1.7% | |
| Eaton Vance Income Fund of Boston Fund | Other securities | — | — | $67K | 1.5% | |
| DWS RREEF Real Estate Securities Fund | Other securities | — | — | $65K | 1.4% | |
| Notes receivable from participants Interest rates of 5.25% - 10.50%, with varying maturity dates | Bonds / Notes | — | — | $65K | 1.4% | |
| MassMutual Global R4 | Other securities | — | — | $55K | 1.2% | |
| MFS Lifetime 2050 Fund | Mutual Funds | — | — | $30K | 0.6% | |
| MFS Lifetime 2060 Fund | Mutual Funds | — | — | $28K | 0.6% | |
| Invesco Intermediate Bond Factor | Mutual Funds | — | — | $27K | 0.6% | |
| Ivy Small Cap Growth Fund | Other securities | — | — | $26K | 0.6% | |
| MFS Lifetime 2030 Fund | Mutual Funds | — | — | $25K | 0.5% | |
| MFS Lifetime 2045 Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Empower S&P SmCap 600 Index Fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $10K | 0.2% | |
| Hartford Midcap Fund | Other securities | — | — | $9K | 0.2% | |
| Invesco International Diversified Fund | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES, INC. | 22-2725182 | — | 3RD PARTY ADMINISTRATOR | $3K | — |
