Denise Cabral signed Cape COD Healthcare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cape COD Healthcare, Inc.'s EIN is 22-2600704.
Download the official 2024 Form 5500 (PDF) for Cape COD Healthcare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cape COD Healthcare, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $352K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $67K | — |
| DKC RETIREMENT ASSOCIATES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $159.5M | 17.2% | |
| Vanguard Institutional Index Institutional Shares " | Mutual Funds | — | — | $111.2M | 12.0% | |
| Mfs Massachusetts Investors Growth Stock Class R6 " | Mutual Funds | — | — | $75.6M | 8.1% | |
| American Funds Washington Mutual Investors Class R6 " | Mutual Funds | — | — | $75.0M | 8.1% | |
| Vanguard Target Retirement 2035 Investor Shares " | Mutual Funds | — | — | $53.7M | 5.8% | |
| Vanguard Target Retirement 2030 Investor Shares " | Mutual Funds | — | — | $50.3M | 5.4% | |
| Vanguard Target Retirement 2025 Investor Shares " | Mutual Funds | — | — | $47.9M | 5.2% | |
| Vanguard Target Retirement 2040 Investor Shares " | Mutual Funds | — | — | $38.0M | 4.1% | |
| Vanguard Target Retirement 2045 Investor Shares " | Mutual Funds | — | — | $34.9M | 3.8% | |
| Allspring Special Mid Cap Value " | Other securities | — | — | $33.8M | 3.6% | |
| Vanguard Target Retirement 2050 Investor Shares " | Mutual Funds | — | — | $32.6M | 3.5% | |
| Clearbridge Small Cap Growth Class Is " | Other securities | — | — | $27.3M | 2.9% | |
| MassMutual Select Mid Cap Growth Class I " | Other securities | — | — | $25.5M | 2.7% | |
| Blackrock Total Return Class K Shares " | Other securities | — | — | $24.5M | 2.6% | |
| Vanguard Target Retirement 2020 Investor Shares " | Mutual Funds | — | — | $23.5M | 2.5% | |
| American Funds Europacific Growth Class R6 " | Mutual Funds | — | — | $23.0M | 2.5% | |
| Vanguard Target Retirement 2055 Investor Shares " | Mutual Funds | — | — | $18.4M | 2.0% | |
| Charles Schwab Self Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $11.5M | 1.2% | |
| Vanguard Target Retirement Income Investor Shares " | Mutual Funds | — | — | $10.6M | 1.1% | |
| Vanguard Extended Market Index Institutional Shares " | Mutual Funds | — | — | $10.2M | 1.1% | |
| Vanguard Target Retirement 2060 Investor Shares " | Mutual Funds | — | — | $10.0M | 1.1% | |
| Vanguard Total Bond Market Index Institutional Shares " | Mutual Funds | — | — | $7.2M | 0.8% | |
| Vanguard Total International Stock Index Institutional Shares " | Mutual Funds | — | — | $5.3M | 0.6% | |
| American Century Small Cap Value R6 Class " | Other securities | — | — | $3.6M | 0.4% | |
| American Funds Capital World Bond Class R6 Mutual fund | Mutual Funds | — | — | $3.5M | 0.4% | |
| Vanguard Inflation Protected Securities Admiral Shares " | Mutual Funds | — | — | $2.8M | 0.3% | |
| Invesco Developing Markets " | Mutual Funds | — | — | $2.4M | 0.3% | |
| Vanguard Real Estate Index Admiral Shares " | Mutual Funds | — | — | $2.0M | 0.2% | |
| Vanguard Target Retirement 2065 Investor Shares " | Mutual Funds | — | — | $1.7M | 0.2% | |
| LVIP SSGA Global TAC ALLC MGD Volume " ** 256 * LVIP SSGA International Index " ** 103 * LVIP SSGA S&P 500 Index " | Common Collective Trusts | — | — | $1.3M | 0.1% | |
| Fidelity Growth Portfolio " | Mutual Funds | — | — | $844K | <0.1% | |
| DWS Alt Asset Allocation VIP " ** 111 * Fidelity Asset Manager " | Mutual Funds | — | — | $405K | <0.1% | |
| LVIP Baron Growth Opportunities " | Other securities | — | — | $239K | <0.1% | |
| Janus Aspen Global Research " | Mutual Funds | — | — | $173K | <0.1% | |
| LVIP SSGA Small-Cap Index " | Other securities | — | — | $101K | <0.1% | |
| Macquarie VIP Small Cap Value Series " ** 290 * Neuberger Berman AMT Sustainable Equity " | Other securities | — | — | $71K | <0.1% | |
| LVIP MACQUARIE SMID CP COR FD " ** 410 * LVIP MACQUARIE SOCIAL AWRN FD " | Other securities | — | — | $69K | <0.1% | |
| LVIP T.Rowe Price Structured " | Other securities | — | — | $66K | <0.1% | |
| LVIP MACQUARIE US REIT FUND " | Common Stocks | — | — | $52K | <0.1% | |
| T.Rowe Price International Stock " | Other securities | — | — | $43K | <0.1% | |
| American Funds Global Growth " ** 869 * American Funds Growth Fund " | Mutual Funds | — | — | $34K | <0.1% | |
| LVIP MACQUARIE WEALTH BUILDER " ** 183 * LVIP Mondrian Global Income " ** 104 * LVIP Mondrian International Value " ** 397 * LVIP SSGA Bond Index " | Other securities | — | — | $28K | <0.1% | |
| AB VPS Large Cap Growth Port Variable annuity ** 828 * AB VPS Sust Gl Thematic Port " | Other securities | — | — | $27K | <0.1% | |
| LVIP American Century Balanced " | Other securities | — | — | $19K | <0.1% | |
| Fidelity Contrafund Portfolio " | Mutual Funds | — | — | $10K | <0.1% | |
| LVIP Br Inflation Protected " ** 77 * LVIP Dimensional US Core Equity " | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds International " | Mutual Funds | — | — | $4K | <0.1% | |
| LVIP Global Moderate Allocation MR " ** 176 * LVIP Global Conservative Allocation MR " ** 280 * LVIP Global Growth Allocation MR " | Other securities | — | — | $4K | <0.1% | |
| LVIP T. Rowe Price 2020 " ** 195 * LVIP T. Rowe Price 2030 " ** 194 * LVIP T. Rowe Price 2040 " | Other securities | — | — | $4K | <0.1% | |
| LVIP Blackrck Global Alloc " ** 377 * LVIP Blrk Global Real Estate " ** 210 * LVIP Blended Lc Grth Mngd Vol " | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 06-1466133 |
| — |
| CONSULTANT |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLCC | 04-3499945 | — | ACCOUNTANT | $15K | — |
