Joshua Kovach signed Specialtycare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Specialtycare, Inc.'s EIN is 20-8825842.
Download the official 2024 Form 5500 (PDF) for Specialtycare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Specialtycare, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $87K | — |
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $39.1M | 16.2% | |
| American Funds 2035 Retirement Fund Class R6 | Mutual Funds | — | — | $22.5M | 9.3% | |
| American Funds 2045 Retirement Fund Class R6 | Mutual Funds | — | — | $21.0M | 8.7% | |
| American Funds 2040 Retirement Fund Class R6 | Mutual Funds | — | — | $20.6M | 8.5% | |
| American Funds 2030 Retirement Fund Class R6 | Mutual Funds | — | — | $18.1M | 7.5% | |
| American Funds 2050 Retirement Fund Class R6 | Mutual Funds | — | — | $17.7M | 7.3% | |
| American Funds 2025 Retirement Fund Class R6 | Mutual Funds | — | — | $14.5M | 6.0% | |
| American Funds 2055 Retirement Fund Class R6 | Mutual Funds | — | — | $13.2M | 5.4% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $11.4M | 4.7% | |
| BlackRock U.S. Index Fund | Common Collective Trusts | — | — | $6.4M | 2.6% | |
| BR MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.6% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $6.3M | 2.6% | |
| American Funds 2060 Retirement Fund Class R6 | Mutual Funds | — | — | $6.1M | 2.5% | |
| American Funds 2020 Retirement Fund Class R6 | Mutual Funds | — | — | $5.8M | 2.4% | |
| Fidelity Investments Small Cap Growth K6 Fund | Mutual Funds | — | — | $5.3M | 2.2% | |
| Baird Asset Management Core Plus Institutional | Other securities | — | — | $4.8M | 2.0% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.9% | |
| Galliard Capital Management Stable Value Fund Class C | Stable Value | — | — | $4.2M | 1.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.7% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $3.8M | 1.6% | |
| through May 2054 - | Other securities | — | — | $3.6M | 1.5% | |
| MFS Investment Management Value Fund Class R3 | Mutual Funds | — | — | $2.7M | 1.1% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.1% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.0% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 0.6% | |
| American Funds 2015 Retirement Fund Class R6 | Mutual Funds | — | — | $1.4M | 0.6% | |
| American Funds 2065 Retirement Fund Class R6 | Mutual Funds | — | — | $1.1M | 0.5% | |
| Allspring Special Small Cap Value Fund - Class A | Other securities | — | — | $724K | 0.3% | |
| Principal Funds, Inc. Diversified Real Asset Fund | Common Stocks | — | — | $297K | 0.1% | |
| American Funds 2010 Retirement Fund Class R6 | Mutual Funds | — | — | $117K | <0.1% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $74K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-3570392 |
| — |
| INVESTMENT ADVISOR |
| $46K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC,PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $16K | — |
