JOAN Lyneis signed Coordinated Family Care of Middlesex County's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coordinated Family Care of Middlesex County's EIN is 22-3829444.
Download the official 2024 Form 5500 (PDF) for Coordinated Family Care of Middlesex County from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coordinated Family Care of Middlesex County's plan includes a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.5M | 23.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $990K | 15.8% | |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $943K | 15.0% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $646K | 10.3% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $570K | 9.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $493K | 7.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $309K | 4.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $296K | 4.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $92K | 1.5% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $84K | 1.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $76K | 1.2% | |
| Participant loans | Participant loans | — | — | $66K | 1.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $52K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $47K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $29K | 0.5% | |
| PGIM High Yield Fund | Other securities | — | — | $16K | 0.3% | |
| American Funds New World Fund Class A | Mutual Funds | — | — | $16K | 0.3% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $13K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Principal Life Insurance Company Diversified International Separate Account + | Pooled Separate Accounts | — | — | $8K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Principal Life Insurance Company LifeTime Strategic Income Separate Account + | Pooled Separate Accounts | — | — | $7K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $7K | 0.1% | |
| Mutual of America 2045 Clear Passage Retirement Fund | Other securities | — | — | $5K | <0.1% | |
| Mutual of America 2050 Clear Passage Retirement Fund | Other securities | — | — | $2K | <0.1% | |
| Mutual of America 2035 Clear Passage Retirement Fund | Other securities | — | — | $1K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $833 | <0.1% | |
| Mutual of America 2040 Clear Passage Retirement Fund | Other securities | — | — | $761 | <0.1% | |
| Mutual of America Interest Accumulation | Other securities | — | — | $404 | <0.1% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $367 | <0.1% | |
| Mutual of America All America Fund | Other securities | — | — | $316 | <0.1% | |
| Mutual of America 2055 Clear Passage Retirement Fund | Other securities | — | — | $286 | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | Mutual Funds | — | — | $256 | <0.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $202 | <0.1% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | — | $137 | <0.1% | |
| Invesco V.I. Main Street Fund | Mutual Funds | — | — | $117 | <0.1% | |
| Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $113 | <0.1% | |
| American Century Investments VP Capital Appreciation Fund | Other securities | — | — | $106 | <0.1% | |
| Mutual of America 2060 Clear Passage Retirement Fund | Other securities | — | — | $60 | <0.1% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | — | $45 | <0.1% | |
| DWS Capital Growth VIP | Other securities | — | — | $42 | <0.1% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | — | $33 | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio | Mutual Funds | — | — | $28 | <0.1% | |
| Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | — | $25 | <0.1% | |
| Mutual of America 2025 Clear Passage Retirement Fund | Other securities | — | — | $20 | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
