James H. Matton signed Atlanticare Regional Medical CTR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atlanticare Regional Medical CTR's EIN is 21-0634549.
Download the official 2024 Form 5500 (PDF) for Atlanticare Regional Medical CTR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlanticare Regional Medical CTR's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $260K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $75 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated Hermes Kaufmann Small Cap Fund - Class R6 ** 155 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $54.1M | 12.5% | |
| T. Rowe Price Retirement 2040 Fund - Class I | Other securities | — | — | $38.5M | 8.9% | |
| T. Rowe Price Retirement 2030 Fund - Class I | Other securities | — | — | $36.1M | 8.3% | |
| T. Rowe Price Retirement 2050 Fund - Class I | Other securities | — | — | $29.6M | 6.8% | |
| T. Rowe Price Retirement 2045 Fund - Class I | Other securities | — | — | $26.5M | 6.1% | |
| T. Rowe Price Retirement 2055 Fund - Class I | Other securities | — | — | $26.4M | 6.1% | |
| T. Rowe Price Retirement 2035 Fund - Class I | Other securities | — | — | $25.2M | 5.8% | |
| JPMorgan Large Cap Growth Fund - Class R6 | Other securities | — | — | $24.2M | 5.6% | |
| Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $19.5M | 4.5% | |
| T. Rowe Price Retirement 2025 Fund - Class I | Other securities | — | — | $18.6M | 4.3% | |
| T. Rowe Price Retirement I 2010 Fund - Class I ** 40 T. Rowe Price Retirement I 2020 Fund - Class I ** 159 Vanguard Equity Income Fund | Mutual Funds | — | — | $16.0M | 3.7% | |
| Allspring Growth Fund - Class R6 ** 349 Eaton Vance Atlanta Capital SMID-Cap Fund - Class R6 | Other securities | — | — | $11.2M | 2.6% | |
| T. Rowe Price Retirement 2060 Fund - Class I | Other securities | — | — | $11.0M | 2.5% | |
| Vanguard International Value Portfolio Fund | Mutual Funds | — | — | $10.0M | 2.3% | |
| T. Rowe Price Retirement 2020 Fund - Class I | Other securities | — | — | $9.2M | 2.1% | |
| Harbor Small Cap Growth Fund - Retirement Class | Other securities | — | — | $8.5M | 2.0% | |
| Vanguard Total International Stock Index Fund - Institutional Class | Common Collective Trusts | — | — | $8.4M | 1.9% | |
| Participant loans Interest rates ranging from 4.25% to 9.5% with maturity - | Bonds / Notes | — | — | $8.2M | 1.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $6.7M | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $6.3M | 1.4% | |
| PIMCO Total Return Fund - Institutional Class | Mutual Funds | — | — | $5.9M | 1.4% | |
| Nuveen Real Estate Securities Fund - Class R6 | Mutual Funds | — | — | $5.8M | 1.3% | |
| T. Rowe Price High Yield Fund - Class I | Other securities | — | — | $3.5M | 0.8% | |
| T. Rowe Price Retirement 2065 Fund - Class I | Other securities | — | — | $3.4M | 0.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.1M | 0.7% | |
| T. Rowe Price Retirement 2010 Fund - Class I | Other securities | — | — | $2.0M | 0.4% | |
| PIMCO Real Return Fund - Institutional Class | Mutual Funds | — | — | $1.8M | 0.4% | |
| T. Rowe Price Retirement 2015 Fund - Class I | Other securities | — | — | $1.7M | 0.4% | |
| Victory Sycamore Established Value Fund - Class R6 | Other securities | — | — | $1.5M | 0.3% | |
| MFS New Discovery Value Fund - Class R6 | Mutual Funds | — | — | $966K | 0.2% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $551K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| RALEIGH NC, NC |
| INVESTMENT ADVISOR |
| $64K |
| — |
