Jim Birchem signed Eldercare of Minnesota, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eldercare of Minnesota, Inc.'s EIN is 20-3549819.
Download the official 2024 Form 5500 (PDF) for Eldercare of Minnesota, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eldercare of Minnesota, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISOR | $10K | — |
| WILSHIRE ASSOCIATES | 95-2755361 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $963K | 22.3% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $882K | 20.4% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $384K | 8.9% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $285K | 6.6% | |
| JOHN HANCOCK MULTIMANAGER MODERATE LS | Other securities | — | $0 | $222K | 5.1% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $222K | 5.1% | |
| JOHN HANCOCK MULTIMANAGER GROWTH LS | Other securities | — | $0 | $213K | 4.9% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $213K | 4.9% | |
| JOHN HANCOCK STABLE VALUE FUND | Stable Value | — | $0 | $192K | 4.4% | |
| FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $192K | 4.4% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $190K | 4.4% | |
| JOHN HANCOCK MULTIMANAGER CONSERVATIVE LS | Other securities | — | $0 | $179K | 4.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $179K | 4.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $148K | 3.4% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $148K | 3.4% | |
| T. ROWE PRICE SMALL CAP VALUE | Other securities | — | $0 | $129K | 3.0% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $129K | 3.0% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $89K | 2.0% | |
| FIDELITY ADVISOR TOTAL BOND | Mutual Funds | — | $0 | $65K | 1.5% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 1.5% | |
| HIGH YIELD FUND | Other securities | — | $0 | $50K | 1.2% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 1.2% | |
| FIDELITY CONTRAFUND | Mutual Funds | — | $0 | $45K | 1.1% | |
| HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 1.1% | |
| PARTICIPANT LOANS | Participant loans | — | $0 | $27K | 0.6% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $27K | 0.6% | |
| INVESTMENT COMPANY OF AMERICA | Common Stocks | — | $0 | $23K | 0.5% | |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.5% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $10K | 0.2% | |
| JOHN HANCOCK LIFETIME BLEND 2025 | Other securities | — | $0 | $7K | 0.2% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| JOHN HANCOCK LIFETIME BLEND 2020 | Other securities | — | $0 | $6K | 0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| JOHN HANCOCK LIFETIME BLEND 2030 | Other securities | — | $0 | $5K | 0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| LORD ABBETT VALUE OPPS FUND | Mutual Funds | — | $0 | $4K | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND | Mutual Funds | — | $0 | $4K | <0.1% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $4K | <0.1% | |
| JH LIFETIME BLEND 2020 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | $0 | $2K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $821 |
| — |
