ANDY Garlington signed Access Telecare, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Access Telecare, LLC's EIN is 20-1394099.
Download the official 2024 Form 5500 (PDF) for Access Telecare, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Access Telecare, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund | Mutual Funds | — | — | $12.3M | 39.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.1M | 13.2% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.0M | 9.6% | |
| Common Collective Trust Fund T. Rowe Price Retirement 2045 Fund | Common Collective Trusts | — | — | $1.8M | 5.9% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.8M | 5.9% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.4M | 4.4% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $1.2M | 4.0% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.0% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $845K | 2.7% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $845K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $843K | 2.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $729K | 2.3% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $729K | 2.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $728K | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $675K | 2.2% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $623K | 2.0% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $623K | 2.0% | |
| Great Gray Trust Company Growth Fund | Common Stocks | — | — | $450K | 1.4% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $450K | 1.4% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $368K | 1.2% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $368K | 1.2% | |
| Putnam Fiduciary Trust Large Cap Value Fund | Mutual Funds | — | — | $334K | 1.1% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $334K | 1.1% | |
| Pioneer Bond Fund | Other securities | — | — | $309K | 1.0% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $292K | 0.9% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $149K | 0.5% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $149K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $86K | 0.3% | |
| JP Morgan Small Cap Growth Fund | Other securities | — | — | $78K | 0.3% | |
| American Funds Europac Growth Fund | Mutual Funds | — | — | $74K | 0.2% | |
| SEI Trust Company Allspring Special Mid Cap Value Fund | Common Stocks | — | — | $69K | 0.2% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $69K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $67K | 0.2% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $67K | 0.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $56K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $51K | 0.2% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $51K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $43K | 0.1% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $38K | 0.1% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $38K | 0.1% | |
| Money Market Fund * Fidelity Government Market Fund | Mutual Funds | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
