Carole King signed Emerus Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emerus Holdings, Inc.'s EIN is 27-4317672.
Download the official 2024 Form 5500 (PDF) for Emerus Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emerus Holdings, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | NONE | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $8.2M | 11.1% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $8.1M | 10.8% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $7.7M | 10.3% | |
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $6.9M | 9.2% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $6.7M | 9.0% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $5.7M | 7.7% | |
| Fidelity TTL MKT IND Fund Mutual Fund - | Mutual Funds | — | — | $4.9M | 6.5% | |
| T. Rowe Price New Horizons - I Mutual Fund - | Other securities | — | — | $3.5M | 4.6% | |
| AB US LARGE CAP GROWTH CL ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $3.4M | 4.5% | |
| Participant Loans Various maturity dates with interest - | Participant loans | — | — | $2.6M | 3.5% | |
| Fidelity 500 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $2.5M | 3.4% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.2% | |
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.8% | |
| Fidelity Global EX US IND Fund Mutual Fund - | Mutual Funds | — | — | $1.3M | 1.8% | |
| J Hancock Disc Val Mid Cap R6 Mutual Fund - | Other securities | — | — | $1.3M | 1.7% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $898K | 1.2% | |
| Dodge & Cox Income Mutual Fund - | Mutual Funds | — | — | $744K | 1.0% | |
| Undic MGRS Behavioral Val R6 Mutual Fund - | Other securities | — | — | $719K | 1.0% | |
| JPMorgan U.S. Value Fund R6 Mutual Fund - | Other securities | — | — | $663K | 0.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $600K | 0.8% | |
| METLIFE STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 13-5581829 / PN 001 | Common Collective Trust | — | — | $569K | 0.8% | |
| ClearBridge Intl Growth IS Mutual Fund - | Other securities | — | — | $515K | 0.7% | |
| Fidelity US Bond Index Fund Mutual Fund - | Common Collective Trusts | — | — | $498K | 0.7% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $445K | 0.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund - | Common Collective Trusts | — | — | $422K | 0.6% | |
| PIMCO Income Instl Mutual Fund - | Mutual Funds | — | — | $199K | 0.3% | |
| Fidelity Advisor Small CA Mutual Fund - | Mutual Funds | — | — | $158K | 0.2% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $158K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund - | Common Collective Trusts | — | — | $136K | 0.2% | |
| Black Rock High Yield Bond K Mutual Fund - | Other securities | — | — | $125K | 0.2% | |
| T. Rowe Price Government Money I Mutual Fund - | Other securities | — | — | $111K | 0.1% | |
| TRP RETIREMENT BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $84K | 0.1% | |
| American New World R6 Mutual Fund - | Other securities | — | — | $61K | <0.1% | |
| COHEN&STEERS U.S. REAL CIT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $39K | <0.1% | |
| T. Rowe Price GL Multi -SEC BD I Mutual Fund - | Other securities | — | — | $23K | <0.1% | |
| BlackRock Inflation Prot Bond Mutual Fund - | U.S. Treasuries | — | — | $22K | <0.1% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
