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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
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 | $85K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund – 149,471shares | Other securities | — | $149K | $3.8M | 16.0% | |
| T. Rowe Price Retirement 2035 Fund – 139,321 shares | Other securities | — | $139K | $2.9M | 12.3% | |
| T. Rowe Price Retirement 2040 Fund – 77,363 shares | Other securities | — | $77K | $2.4M | 9.9% | |
| T. Rowe Price Retirement 2045 Fund – 90,404 shares | Other securities | — | $90K | $2.0M | 8.4% | |
| T. Rowe Price Retirement 2050 Fund – 94,231 shares | Other securities | — | $94K | $1.8M | 7.5% | |
| MassMutual S&P 500 Index Fund – 115,188 shares | Common Collective Trusts | — | $115K | $1.7M | 7.0% | |
| T. Rowe Price Retirement 2025 Fund – 83,414 shares | Other securities | — | $83K | $1.4M | 5.8% | |
| MassMutual Blue Chip Growth Fund – 48,852 shares | Other securities | — | $49K | $1.1M | 4.5% | |
| T. Rowe Price Retirement 2020 Fund – 57,775 shares | Other securities | — | $58K | $1.1M | 4.5% | |
| American Funds Europacific Growth Fund – 13,654 shares | Mutual Funds | — | $14K | $734K | 3.1% | |
| Baird Core Plus Bond Fund – 50,216 shares | Other securities | — | $50K | $503K | 2.1% | |
| iShares Russell Mid-Cap Index Fund – 30,779 shares | Common Collective Trusts | — | $31K | $457K | 1.9% | |
| Invesco Comstock Fund – 13,857 shares | Mutual Funds | — | $14K | $395K | 1.7% | |
| T. Rowe Price Retirement 2060 Fund – 21,909 shares | Other securities | — | $22K | $363K | 1.5% | |
| Empower Life & Annuity Insurance Company of New York Capital Preservation Account | Common Stocks | — | — | $315K | 1.3% | |
| JP Morgan Mid Cap Value Fund – 5,227 shares | Other securities | — | $5K | $192K | 0.8% | |
| T. Rowe Price Retirement 2015 Fund – 14,324 shares | Other securities | — | $14K | $180K | 0.8% | |
| Victory Sycamore Small Company Opportunity Fund – 2,936 shares | Common Stocks | — | $3K | $138K | 0.6% | |
| MassMutual Mid Cap Growth Fund – 5,912 shares | Other securities | — | $6K | $114K | 0.5% | |
| Fidelity Advisor Strategic Income Fund – 7,777 shares | Mutual Funds | — | $8K | $90K | 0.4% | |
| Invesco International Bond Fund – 13,795 shares | Mutual Funds | — | $14K | $59K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund – 4,126 shares | Other securities | — | $4K | $55K | 0.2% | |
| MassMutual Balanced Fund – 3,733 shares | Other securities | — | $4K | $45K | 0.2% | |
| iShares | Other securities | — | — | $17K | <0.1% | |
| DFA | Mutual Funds | — | — | $9K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund –659 shares | Other securities | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund –281 shares | Other securities | — | — | $4K | <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 |
| $31K |
| — |
