Laura Leslie signed Comprehensive Care Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comprehensive Care Services, Inc.'s EIN is 32-0078468.
Download the official 2024 Form 5500 (PDF) for Comprehensive Care Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Comprehensive Care Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date | Mutual Funds | — | — | $8.7M | 10.4% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $8.4M | 10.1% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $7.4M | 8.8% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $7.2M | 8.6% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $6.5M | 7.7% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $6.2M | 7.4% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $6.1M | 7.3% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $6.0M | 7.2% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $3.5M | 4.2% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $2.9M | 3.5% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $2.8M | 3.4% | |
| Self-Directed Brokerage Accounts (Invest) | Self-Directed Brokerage | — | — | $2.8M | 3.3% | |
| JP Morgan Equity Income | Other securities | — | — | $1.4M | 1.7% | |
| Participant Loans | Participant loans | — | — | $1.2M | 1.5% | |
| JP Morgan Mid Cap Growth | Other securities | — | — | $1.1M | 1.3% | |
| American Funds 2015 Target Date | Mutual Funds | — | — | $994K | 1.2% | |
| Vanguard Total International IX | Mutual Funds | — | — | $923K | 1.1% | |
| American Century Small Cap Value | Other securities | — | — | $866K | 1.0% | |
| American Funds 2065 Target Date | Mutual Funds | — | — | $826K | 1.0% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $796K | 1.0% | |
| AllSpring Special Mid Cap Value | Other securities | — | — | $790K | 0.9% | |
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $710K | 0.9% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $673K | 0.8% | |
| Vanguard Total Bond Market IX | Mutual Funds | — | — | $630K | 0.8% | |
| JP Morgan Emerging Markets | Other securities | — | — | $529K | 0.6% | |
| American Century Small Cap GR R6 | Other securities | — | — | $522K | 0.6% | |
| MFS International Growth R6 | Mutual Funds | — | — | $431K | 0.5% | |
| Vanguard International Value | Mutual Funds | — | — | $428K | 0.5% | |
| MFS Value | Mutual Funds | — | — | $420K | 0.5% | |
| AllSpring Core Bond | Other securities | — | — | $384K | 0.5% | |
| Vanguard Inflation Protected | Mutual Funds | — | — | $311K | 0.4% | |
| PGIM High Yield | Other securities | — | — | $224K | 0.3% | |
| Alliance Bernstein Global Bond | Other securities | — | — | $152K | 0.2% | |
| Vanguard ST Investment Grade Bond | Mutual Funds | — | — | $145K | 0.2% | |
| MFS Total Return Fund | Mutual Funds | — | — | $139K | 0.2% | |
| PIMCO Commodity Real Return | Mutual Funds | — | — | $120K | 0.1% | |
| PGI CIT US Real Estate Secs Tier 1 | Common Collective Trusts | — | — | $84K | 0.1% | |
| American Funds 2010 Target Date | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds 2070 Target Date | Mutual Funds | — | — | $393 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $22K | — |
