Kathleen Wernicke signed Cantex Continuing Care Network, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cantex Continuing Care Network, LLC's EIN is 26-1252206.
Download the official 2024 Form 5500 (PDF) for Cantex Continuing Care Network, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cantex Continuing Care Network, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $94K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST WEALTH ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R6 | Other securities | — | $0 | $2.1M | 8.7% | |
| Vanguard LifeStrategy Mod Gr Inv | Mutual Funds | — | $0 | $1.7M | 7.2% | |
| Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | $0 | $1.7M | 7.1% | |
| Transamerica Life Ins. Co. | Common Stocks | — | $0 | $1.6M | 6.6% | |
| Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | $0 | $1.6M | 6.5% | |
| Nuveen Lifecycle Index 2045 Inst | Mutual Funds | — | $0 | $1.5M | 6.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | $0 | $1.3M | 5.6% | |
| Vanguard LifeStrategy Gr Fund | Mutual Funds | — | $0 | $1.3M | 5.5% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | Mutual Funds | — | $0 | $1.1M | 4.5% | |
| Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | $0 | $1.0M | 4.3% | |
| Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | $0 | $994K | 4.1% | |
| MFS Mid Cap Gr R6 | Mutual Funds | — | $0 | $983K | 4.1% | |
| MFS Val R6 | Mutual Funds | — | $0 | $958K | 4.0% | |
| Fidelity Intl Index | Mutual Funds | — | $0 | $710K | 3.0% | |
| Participant loans | Participant loans | — | $0 | $608K | 2.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | $0 | $608K | 2.5% | |
| PGIM High Yield R6 | Other securities | — | $0 | $534K | 2.2% | |
| Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | $0 | $524K | 2.2% | |
| Nuveen Lifecycle Index 2055 Inst | Mutual Funds | — | $0 | $507K | 2.1% | |
| DFA Infl-Prtctd Sec I | Mutual Funds | — | $0 | $433K | 1.8% | |
| MFS Mid Cap Val R6 | Mutual Funds | — | $0 | $426K | 1.8% | |
| JPMorgan US Eq R6 | Other securities | — | $0 | $367K | 1.5% | |
| Nuveen Lifecycle Index Rt Inc Inst | Mutual Funds | — | $0 | $317K | 1.3% | |
| Nuveen Lifecycle Index 2060 Inst | Mutual Funds | — | $0 | $282K | 1.2% | |
| DFA US Targeted Val | Mutual Funds | — | $0 | $230K | 1.0% | |
| Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | $0 | $193K | 0.8% | |
| American Funds American Balanced R6 | Mutual Funds | — | $0 | $148K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $0 | $114K | 0.5% | |
| PGIM Total Return Bd R6 | Other securities | — | $0 | $34K | 0.1% | |
| Nuveen Lifecycle Index 2015 Inst | Mutual Funds | — | $0 | $16K | <0.1% | |
| Putnam Small Cap Gr R6 | Mutual Funds | — | $0 | $6K | <0.1% | |
| Nuveen Lifecycle Index 2065 Inst | Mutual Funds | — | $0 | $6K | <0.1% | |
| Vanguard LifeStrategy Inc Fund | Mutual Funds | — | $0 | $3K | <0.1% | |
| Nuveen Lifecycle Index 2010 Inst | Mutual Funds | — | $0 | $3K | <0.1% | |
| Transamerica Trust Company | Common Stocks | — | $0 | $24 | <0.1% | |
| T. ROWE PRICE RETMENT BAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 491 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY INC RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY MD GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 518 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN GROWTH SERIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQUITY INCOME RET OPT TRANSAMERICA LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WMC CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA MID CAP VALUE INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 397 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS GR FD OF AMERICA INV O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADV STOCK SELECTOR MD CP I TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 018 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 36-6071399 / PN 383 | 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.
| 42-0947998 |
| — |
| INVESTMENT ADVISORY |
| $21K |
| — |
