Rebecca Suarez signed CANO Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CANO Health, LLC's EIN is 26-4543872.
Download the official 2024 Form 5500 (PDF) for CANO Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CANO Health, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | ACCOUNTANT | $83K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.3M | 14.1% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.8M | 11.9% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.5M | 10.7% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.0M | 8.6% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.7M | 7.4% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.6M | 6.9% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.5M | 6.2% | |
| State Street State Street Equity 500 Index Fund Class K | Common Collective Trusts | — | — | $1.2M | 5.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $762K | 3.2% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $744K | 3.2% | |
| Vanguard Group Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $553K | 2.3% | |
| Alliance Bernstein AB Large Cap Growth Fund | Other securities | — | — | $484K | 2.0% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $457K | 1.9% | |
| Vanguard Group Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $453K | 1.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $450K | 1.9% | |
| Vanguard Group Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $303K | 1.3% | |
| JP Morgan JP Morgan Equity Income Fund R6 | Other securities | — | — | $250K | 1.1% | |
| Blackrock iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $244K | 1.0% | |
| Institutional Shares PIMCO Income Fund | Mutual Funds | — | — | $242K | 1.0% | |
| Nuveen Small Cap Blend Index Retire | Mutual Funds | — | — | $239K | 1.0% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50%, maturity $-- | Bonds / Notes | — | — | $234K | 1.0% | |
| MFS Total Return Fund R6 Class | Mutual Funds | — | — | $224K | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $221K | 0.9% | |
| Vanguard Group Vanguard Intermediate Term Bond Index | Mutual Funds | — | — | $184K | 0.8% | |
| Vanguard Group Vanguard Small-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $143K | 0.6% | |
| Shares American Century American Century Emerging Markets Fund R6 Class | Other securities | — | — | $127K | 0.5% | |
| Principal Real Estate Principal Real Estate Securities Fund R6 Class | Other securities | — | — | $124K | 0.5% | |
| Blackrock Total Return Fund Class K Shares | Other securities | — | — | $105K | 0.4% | |
| Janus Henderson Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $101K | 0.4% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class | Other securities | — | — | $90K | 0.4% | |
| K Shares John Hancock John Hancock Funds Disciplined Value Fund R6 | Other securities | — | — | $59K | 0.3% | |
| Class T. Rowe Price T Rowe Price Overseas Stock | Mutual Funds | — | — | $59K | 0.2% | |
| The difference in the notes receivable from participants amount in the accompanying statements of net assets available for benefits represents $10,897 of outstanding participant loans defaulted as of December 31, 2024. | Participant loans | — | — | $11K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
