Adrian Lindain signed Care Indeed, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care Indeed, Inc.'s EIN is 27-3187998.
Download the official 2024 Form 5500 (PDF) for Care Indeed, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care Indeed, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $56K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 27.7% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $517K | 12.6% | |
| JPMORGAN CORE PLUS BOND-A | Registered Investment Companies | — | — | $253K | 6.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $230K | 5.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $216K | 5.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $168K | 4.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $152K | 3.7% | |
| JANUS HENDERSON GLOBAL EQ I | Registered Investment Companies | — | — | $116K | 2.8% | |
| LOOMIS SAYLES STRATEGIC INC-A | Registered Investment Companies | — | — | $109K | 2.7% | |
| MFS GROWTH FD - A | Registered Investment Companies | — | — | $68K | 1.7% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $66K | 1.6% | |
| MACQUARIEEMERGING MARKETS FD A | Registered Investment Companies | — | — | $63K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $63K | 1.5% | |
| MFS VALUE - A | Registered Investment Companies | — | — | $62K | 1.5% | |
| VICTORY INTL SMALL CAP A | Registered Investment Companies | — | — | $62K | 1.5% | |
| AMERCENT INFL ADJ BOND FD INV | Registered Investment Companies | — | — | $57K | 1.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $51K | 1.2% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $49K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $45K | 1.1% | |
| LORD ABBETT HIGH YIELD FD R4 | Registered Investment Companies | — | — | $44K | 1.1% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $43K | 1.0% | |
| JANUS HENDERSON DEV WRLD BD I | Registered Investment Companies | — | — | $36K | 0.9% | |
| BLACKROCK STRAT GLOBAL BOND I | Registered Investment Companies | — | — | $35K | 0.8% | |
| NATIONWIDE BOND INDEX - A | Registered Investment Companies | — | — | $33K | 0.8% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $32K | 0.8% | |
| NUVEEN DIVIDEND GROWTH I | Registered Investment Companies | — | — | $32K | 0.8% | |
| CALVERT EQUITY FUND - A | Registered Investment Companies | — | — | $32K | 0.8% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $32K | 0.8% | |
| MFS MID CAP GROWTH - A | Registered Investment Companies | — | — | $31K | 0.8% | |
| JANHEND SMALL CAP VALUE FD - I | Registered Investment Companies | — | — | $31K | 0.8% | |
| MFS EMERGING MKT DEBT - A | Registered Investment Companies | — | — | $24K | 0.6% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $18K | 0.4% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHUGH CPAS, LLP | 47-2202224 | — | ACCOUNTANT | $12K | — |
