Tom Herbort signed Health Carousel LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Health Carousel LLC's EIN is 20-1601546.
Download the official 2024 Form 5500 (PDF) for Health Carousel LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Health Carousel LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $243K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK SECURITIES INC. | 31-1509466 | — | INVESTMENT/FINANCIAL ADVI | $34K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $13.2M | 16.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $13.1M | 16.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $11.0M | 13.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7.5M | 9.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.1M | 7.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.8M | 6.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.3M | 5.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.5M | 3.1% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $2.4M | 2.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.9M | 2.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.5M | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.4M | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.4M | 1.7% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $893K | 1.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $846K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $745K | 0.9% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $689K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $623K | 0.8% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $430K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $430K | 0.5% | |
| PARAMETRIC INTERNATIONAL EQ R6 | Registered Investment Companies | — | — | $422K | 0.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $419K | 0.5% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $382K | 0.5% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $357K | 0.4% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $346K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $321K | 0.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $315K | 0.4% | |
| T ROWE INSTL EMERGING MARKT EQ | Registered Investment Companies | — | — | $290K | 0.4% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $276K | 0.3% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $258K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $240K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3429599 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $0 |
| — |
