Suellen Kerwin signed Care One Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care One Management, LLC's EIN is 20-0219127.
Download the official 2024 Form 5500 (PDF) for Care One Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care One Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | 84-0467907 | GREENWOOD VILLAGE, CO | NONE | $257K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $70K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Sagic Diversified Bond I Insurance General Account | Other securities | — | — | $9.2M | 10.8% | |
| American Funds 2035 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $8.4M | 9.8% | |
| Fidelity 500 Index Registered investment company | Common Collective Trusts | — | — | $7.3M | 8.6% | |
| American Funds 2030 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $6.9M | 8.1% | |
| American Funds 2025 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $6.7M | 7.8% | |
| American Funds 2040 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $6.4M | 7.5% | |
| American Funds 2045 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $5.9M | 7.0% | |
| Fidelity Contrafund Registered investment company | Mutual Funds | — | — | $4.8M | 5.6% | |
| American Funds 2055 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $4.5M | 5.3% | |
| American Funds 2050 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $4.4M | 5.1% | |
| Notes receivable from participants 3.25% - 8.50% | Bonds / Notes | — | — | $2.5M | 2.9% | |
| Blackrock Equity Dividend A Registered investment company | Common Stocks | — | — | $2.2M | 2.6% | |
| Mfs International Diversification R3 Registered investment company | Mutual Funds | — | — | $2.1M | 2.4% | |
| American Funds 2020 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $1.9M | 2.3% | |
| American Funds 2060 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $1.9M | 2.2% | |
| Touchstone Mid Cap Growth A Registered investment company | Common Stocks | — | — | $1.2M | 1.5% | |
| Pimco Real Return A Registered investment company | Mutual Funds | — | — | $1.0M | 1.2% | |
| Victory Sycamore Established Value R Registered investment company | Common Stocks | — | — | $946K | 1.1% | |
| Undiscovered Mgrs Behavioral Value R6 Registered investment company | Common Stocks | — | — | $893K | 1.0% | |
| American Funds 2065 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $656K | 0.8% | |
| Vanguard Small Cap Index Instl Registered investment company | Mutual Funds | — | — | $645K | 0.8% | |
| Nationwide Geneva Small Cap Gr Instl S Registered investment company | Common Stocks | — | — | $551K | 0.6% | |
| American Funds 2015 Trgt Date Retire R Registered investment company | Mutual Funds | — | — | $311K | 0.4% | |
| Columbia High Yield Bond Inst Registered investment company | Common Stocks | — | — | $282K | 0.3% | |
| Gqg Partners Emerging Markets Equity I Registered investment company | Common Stocks | — | — | $254K | 0.3% | |
| Cohen & Steers Realty Shares Registered investment company | Common Stocks | — | — | $171K | 0.2% | |
| Goldman Sachs Global Core Fixed Inc In Registered investment company | Common Stocks | — | — | $86K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
