PHIL Cibelli signed Care Dimensions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care Dimensions, Inc.'s EIN is 22-2873792.
Download the official 2024 Form 5500 (PDF) for Care Dimensions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care Dimensions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $569 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAND BENEFITS AND TRUST COMPANY DBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MassMutual Balanced Fund –191,238 shares | Other securities | — | $191K | $2.3M | 12.1% | |
| T. Rowe Price Retirement 2030 Fund –81,101 shares | Other securities | — | $81K | $2.1M | 10.9% | |
| T. Rowe Price Retirement 2040 Fund –55,410 shares | Other securities | — | $55K | $1.7M | 8.9% | |
| T. Rowe Price Retirement 2050 Fund –87375 shares | Other securities | — | — | $1.7M | 8.7% | |
| MassMutual S&P 500 Index Fund –113,708 shares | Common Collective Trusts | — | $114K | $1.6M | 8.7% | |
| T. Rowe Price Retirement 2035 Fund –73,581 shares | Other securities | — | $74K | $1.5M | 8.2% | |
| MassMutual Blue Chip Growth Fund –64,496 shares | Other securities | — | $64K | $1.5M | 8.0% | |
| T. Rowe Price Retirement 2045 Fund –57,198 shares | Other securities | — | $57K | $1.3M | 6.7% | |
| T. Rowe Price Retirement 2025 Fund –72,635 shares | Other securities | — | $73K | $1.2M | 6.3% | |
| T. Rowe Price Retirement 2055 Fund –41,385 shares | Other securities | — | $41K | $824K | 4.3% | |
| Baird Core Bond Plus Fund –56,045 shares | Other securities | — | $56K | $561K | 3.0% | |
| Empower Life & Annuity Insurance Company of New York Capital Preservation Account | Common Stocks | — | — | $392K | 2.1% | |
| T. Rowe Price Retirement 2020 Fund –18,099 shares | Other securities | — | $18K | $336K | 1.8% | |
| Invesco Comstock Fund –11,307 shares | Mutual Funds | — | $11K | $323K | 1.7% | |
| American Funds Europacific Growth Fund –4,735 shares | Mutual Funds | — | $5K | $254K | 1.3% | |
| iShares Russell 2000 Small Cap Index Fund– 10,191 shares | Common Collective Trusts | — | $10K | $250K | 1.3% | |
| Fidelity Advisor Strategic Income Fund –18,478shares | Mutual Funds | — | $18K | $214K | 1.1% | |
| T. Rowe Price Retirement 2060 Fund –11,135 shares | Other securities | — | $11K | $185K | 1.0% | |
| T. Rowe Price Retirement 2015 Fund –14,266 shares | Other securities | — | $14K | $179K | 0.9% | |
| T. Rowe Price Retirement Balanced Fund –8,727 shares | Other securities | — | $9K | $116K | 0.6% | |
| MassMutual Mid Cap Growth Fund –4,030 shares | Other securities | — | $4K | $78K | 0.4% | |
| JP Morgan Mid Cap Value Fund –1,674 shares | Other securities | — | $2K | $61K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund –3,528 shares | Other securities | — | $4K | $53K | 0.3% | |
| Invesco International Bond Fund –4,451 shares | Mutual Funds | — | $4K | $19K | 0.1% | |
| iShares | Other securities | — | — | $10K | <0.1% | |
| DFA | Mutual Funds | — | — | $2K | <0.1% | |
| Victory Sycamore | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| HUNTINGDON VALLEY, PA |
| INVESTMENT ADVISOR |
| $26K |
| — |
