Jacob Allen signed Clearchoice Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearchoice Management Services, LLC's EIN is 20-3648245.
Download the official 2024 Form 5500 (PDF) for Clearchoice Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearchoice Management Services, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price HYB 2045 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $4.0M | 15.1% | |
| TRP RETIREMENT HYBRID 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $4.0M | 15.1% | |
| T. Rowe Price HYB 2040 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $3.8M | 14.5% | |
| TRP RETIREMENT HYBRID 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $3.8M | 14.5% | |
| T. Rowe Price HYB 2035 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $2.9M | 10.9% | |
| TRP RETIREMENT HYBRID 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $2.9M | 10.9% | |
| NT CL S&P 500 INDEX FUND L NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $2.7M | 10.1% | |
| T. Rowe Price HYB 2050 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $2.6M | 10.0% | |
| TRP RETIREMENT HYBRID 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $2.6M | 10.0% | |
| T. Rowe Price HYB 2030 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $1.4M | 5.4% | |
| TRP RETIREMENT HYBRID 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| HARBOR CAP APPRECIATION CIT R HARBOR TRUST COMPANY, INC · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| T. Rowe Price HYB 2055 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $1.4M | 5.4% | |
| TRP RETIREMENT HYBRID 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| T. Rowe Price HYB 2025 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $1.1M | 4.2% | |
| TRP RETIREMENT HYBRID 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| NT COLLECTIVE EX EQ MARKET ID FD NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $603K | 2.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $580K | 2.2% | |
| INST Small-Cap Stock Fund Mutual Fund # | Other securities | — | — | $571K | 2.2% | |
| The Standard Stable Asset Fund II Guaranteed Investment Contract # | Guaranteed Income / GIC | — | — | $562K | 2.1% | |
| T. Rowe Price HYB 2020 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $456K | 1.7% | |
| TRP RETIREMENT HYBRID 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $456K | 1.7% | |
| MFS LARGE CAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $410K | 1.6% | |
| maturing through May 2037, collateralized * Notes receivable from participants by vested participant account balances | Other securities | — | — | $362K | 1.4% | |
| FIAM CORE PLUS CIT CL I GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139854 / PN 633 | Common Collective Trust | — | — | $314K | 1.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $235K | 0.9% | |
| Dodge & Cox INTL Stock Mutual Fund # | Mutual Funds | — | — | $213K | 0.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $182K | 0.7% | |
| T. Rowe Price U.S. Treasury Money Fund Mutual Fund # | Other securities | — | — | $171K | 0.6% | |
| American Beacon SML CAP VAL R6 Mutual Fund # | Other securities | — | — | $149K | 0.6% | |
| NT COLLECTIVE AGG BOND ID FD NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $76K | 0.3% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $65K | 0.2% | |
| T. Rowe Price HYB 2015 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $59K | 0.2% | |
| TRP RETIREMENT HYBRID 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $59K | 0.2% | |
| T. Rowe Price HYB 2060 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $17K | <0.1% | |
| TRP RETIREMENT HYBRID 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $17K | <0.1% | |
| T. Rowe Price HYB 2065 TR-T14 Common Collective Trust # | Common Collective Trusts | — | — | $2K | <0.1% | |
| TRP RETIREMENT HYBRID 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $2K | <0.1% | |
| VANGUARD TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
