Stephanie Lucas signed I.D. Care, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I.D. Care, LLC's EIN is 22-3089117.
Download the official 2024 Form 5500 (PDF) for I.D. Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I.D. Care, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $7.5M | 12.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $6.7M | 11.3% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $6.3M | 10.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.4M | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4.0M | 6.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $4.0M | 6.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 4.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.3M | 3.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 3.5% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $1.9M | 3.3% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $1.6M | 2.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.6M | 2.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| THE JENSEN QUALITY GROWTH I | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.0M | 1.7% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $920K | 1.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $899K | 1.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $896K | 1.5% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $820K | 1.4% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $801K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $765K | 1.3% | |
| PRINCIPAL MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $649K | 1.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $643K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $642K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $544K | 0.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $449K | 0.8% | |
| THORNBURG INV INC BUILDER - R5 | Registered Investment Companies | — | — | $338K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $237K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $181K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $164K | 0.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $9K |
| — |
