Heidi Dowden signed Extended Care Consulting, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Extended Care Consulting, LLC's EIN is 26-3422749.
Download the official 2022 Form 5500 (PDF) for Extended Care Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Extended Care Consulting, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL BANK | 36-1495255 | — | ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID Freedom Index 2030 Fund | Mutual Funds | — | — | $1.7M | 14.9% | |
| FID Freedom Index 2035 Fund | Mutual Funds | — | — | $1.5M | 12.7% | |
| FID Freedom Index 2025 Fund | Mutual Funds | — | — | $1.4M | 12.5% | |
| Fidelity Freedom Index Income Fund Investor Class | Mutual Funds | — | — | $879K | 7.7% | |
| FID Freedom Index 2040 Fund | Mutual Funds | — | — | $804K | 7.0% | |
| FID 500 Index Fund | Common Collective Trusts | — | — | $740K | 6.5% | |
| FID Blue Chip Growth K6 Fund | Mutual Funds | — | — | $566K | 4.9% | |
| Fidelity Trust Management Company T. Rowe Price Spectrum Moderate Allocation | Mutual Funds | — | — | $509K | 4.4% | |
| FID Freedom Index 2045 Fund | Mutual Funds | — | — | $504K | 4.4% | |
| FID Freedom Index 2050 Fund | Mutual Funds | — | — | $408K | 3.6% | |
| FID Govt Money Market Fund | Mutual Funds | — | — | $359K | 3.1% | |
| Invesco Global Fund | Mutual Funds | — | — | $287K | 2.5% | |
| T. Rowe Price Spectrum Mod Growth Allocation | Other securities | — | — | $282K | 2.5% | |
| MFS Value Fund | Mutual Funds | — | — | $209K | 1.8% | |
| T. Rowe Price Spectrum Conservative Allocation | Other securities | — | — | $195K | 1.7% | |
| FID Freedom Index 2055 Fund | Mutual Funds | — | — | $169K | 1.5% | |
| FID Small Cap Value Fund | Mutual Funds | — | — | $152K | 1.3% | |
| FID Mid Cap Index Fund | Common Collective Trusts | — | — | $124K | 1.1% | |
| Columbia Small Cap Growth Fund | Other securities | — | — | $92K | 0.8% | |
| Participants notes receivable - Various maturities and repayment terms with interest rates ranging from 3.25 to 7.25 percent - | Other securities | — | — | $79K | 0.7% | |
| FID Low-Priced Stock Fund | Mutual Funds | — | — | $76K | 0.7% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $76K | 0.7% | |
| FID International Index Fund | Common Collective Trusts | — | — | $63K | 0.6% | |
| FID Small Cap Index Fund | Common Collective Trusts | — | — | $55K | 0.5% | |
| FID Total Bond | Mutual Funds | — | — | $41K | 0.4% | |
| FID Freedom Index 2020 Fund | Mutual Funds | — | — | $41K | 0.4% | |
| FID Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $37K | 0.3% | |
| FID Freedom Index 2060 Fund | Mutual Funds | — | — | $28K | 0.2% | |
| FID Freedom Index 2015 Fund | Mutual Funds | — | — | $12K | 0.1% | |
| FID Emerging Markets Fund | Mutual Funds | — | — | $8K | <0.1% | |
| FH Inst High Yield Bond Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
