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 22-3265213.
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 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund - Class I | Other securities | — | — | $1.6M | 16.8% | |
| T. Rowe Price Retirement 2035 Fund - Class I | Other securities | — | — | $974K | 10.5% | |
| T. Rowe Price Retirement 2045 Fund - Class I | Other securities | — | — | $647K | 7.0% | |
| JPMorgan Large Cap Growth Fund - Class R6 | Other securities | — | — | $610K | 6.6% | |
| T. Rowe Price Retirement 2050 Fund - Class I | Other securities | — | — | $572K | 6.1% | |
| value * Empower Annuity Guaranteed Income Fund | Other securities | — | — | $552K | 5.9% | |
| T. Rowe Price Retirement 2040 Fund - Class I | Other securities | — | — | $501K | 5.4% | |
| T. Rowe Price Retirement 2025 Fund - Class I | Other securities | — | — | $482K | 5.2% | |
| T. Rowe Price Retirement 2055 Fund - Class I | Other securities | — | — | $419K | 4.5% | |
| Federated Hermes Kaufmann Small Cap Fund - Class R6 ** 23 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $346K | 3.7% | |
| Allspring Growth Fund - Class R6 ** 76 Eaton Vance Atlanta Capital SMID-Cap Fund - Class R6 | Other securities | — | — | $328K | 3.5% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $322K | 3.5% | |
| Vanguard International Value Fund - Investor Shares | Mutual Funds | — | — | $260K | 2.8% | |
| Vanguard Total International Stock Index Fund - | Common Collective Trusts | — | — | $248K | 2.7% | |
| T. Rowe Price Retirement 2020 Fund - Class I | Other securities | — | — | $207K | 2.2% | |
| T. Rowe Price Retirement 2060 Fund - Class I | Other securities | — | — | $181K | 1.9% | |
| Harbor Small Cap Growth Fund - Retirement Class | Other securities | — | — | $181K | 1.9% | |
| PIMCO Total Return Fund - Institutional Class | Mutual Funds | — | — | $165K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $147K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $78K | 0.8% | |
| Insurance Company * Participant loans Interest rates ranging from 4.5% to 9.5% with - | Bonds / Notes | — | — | $67K | 0.7% | |
| PIMCO Real Return Fund - Institutional Class | Mutual Funds | — | — | $63K | 0.7% | |
| T. Rowe Price High Yield Fund - Class I | Other securities | — | — | $55K | 0.6% | |
| Nuveen Real Estate Securities Fund - Class R6 | Mutual Funds | — | — | $48K | 0.5% | |
| T. Rowe Price Retirement 2065 Fund - Class I | Other securities | — | — | $38K | 0.4% | |
| Institutional Class Victory Sycamore Established Value Fund - Class R6 | Other securities | — | — | $16K | 0.2% | |
| MFS New Discovery Value Fund - Class R6 | Mutual Funds | — | — | $14K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund - Class I | 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.
