Jannice Crawford signed Independent Community Care SER's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Community Care SER's EIN is 20-3017629.
Download the official 2024 Form 5500 (PDF) for Independent Community Care SER from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Community Care SER's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $259K | 30.4% | |
| American Funds | Mutual Funds | — | — | $144K | 16.9% | |
| American Funds | Mutual Funds | — | — | $125K | 14.7% | |
| Participant loans | Participant loans | — | — | $71K | 8.4% | |
| American Funds | Mutual Funds | — | — | $66K | 7.7% | |
| American Funds | Mutual Funds | — | — | $58K | 6.8% | |
| American Funds | Mutual Funds | — | — | $45K | 5.3% | |
| American Funds | Mutual Funds | — | — | $37K | 4.4% | |
| American Funds | Mutual Funds | — | — | $21K | 2.5% | |
| American Funds | Mutual Funds | — | — | $16K | 1.9% | |
| American Funds | Mutual Funds | — | — | $6K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $2K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $1K | 0.1% | |
| American Funds | Mutual Funds | — | — | $2 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
