Katchena J Potter signed Accentcare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accentcare, Inc.'s EIN is 33-0848300.
Download the official 2024 Form 5500 (PDF) for Accentcare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accentcare, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1.6M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, INC. | — | LIBERTYVILLE, IL | INVESTMENT ADVISOR | $23K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 06-1050034 | NEW CASTLE, PA | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALTERS & SKLYAR LLP | — | WOODLAND HILLS, CA | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | — | CHICAGO, IL | OTHER | $175K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv 1,809,277 shares | Mutual Funds | — | — | $43.4M | 12.2% | |
| Vanguard Target Retirement 2030 Inv 1,046,764 shares | Mutual Funds | — | — | $39.7M | 11.2% | |
| Vanguard Target Retirement 2040 Inv 907,054 shares | Mutual Funds | — | — | $39.2M | 11.0% | |
| Vanguard Target Retirement 2045 Inv 1,272,921 shares | Mutual Funds | — | — | $37.8M | 10.6% | |
| General Account: Guaranteed Income Fund 1,279,803 shares | Other securities | — | — | $37.2M | 10.5% | |
| Vanguard Target Retirement 2050 Inv 621,776 shares | Mutual Funds | — | — | $31.0M | 8.7% | |
| Vanguard Target Retirement 2025 Inv 1,250,786 shares | Mutual Funds | — | — | $23.4M | 6.6% | |
| Vanguard Target Retirement 2055 Inv 374,982 shares | Mutual Funds | — | — | $20.9M | 5.9% | |
| Vanguard Target Retirement 2020 Inv 487,996 shares | Mutual Funds | — | — | $12.9M | 3.6% | |
| Vanguard 500 Index Admiral 19,326 shares | Common Collective Trusts | — | — | $10.5M | 3.0% | |
| Vanguard Target Retirement 2060 Inv 181,880 shares | Mutual Funds | — | — | $9.3M | 2.6% | |
| 9.50%, maturing through January 2035 - | Bonds / Notes | — | — | $7.5M | 2.1% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $6.9M | 1.9% | |
| Capital Group Europacific Growth SA 464,876 shares | Common Stocks | — | — | $5.1M | 1.4% | |
| Vanguard Target Retirement Income Inv 327,281 shares | Mutual Funds | — | — | $4.3M | 1.2% | |
| Franklin Equity Income Fund - A 131,798 shares | Mutual Funds | — | — | $4.1M | 1.2% | |
| Vanguard Target Retirement 2065 Inv 77,439 shares | Mutual Funds | — | — | $2.6M | 0.7% | |
| Vanguard Federal Money Market Inv 2,196,223 shares | Mutual Funds | — | — | $2.2M | 0.6% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| MID CAP GROWTH I FUND (MANAGED BY I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $1.7M | 0.5% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.7M | 0.5% | |
| AB Small Cap Growth Z 22,537 shares | Other securities | — | — | $1.7M | 0.5% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $1.3M | 0.4% | |
| Vanguard Mid Cap Index Fund - Admiral 3,891 shares | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| BNY Mellon Natural Resources I 28,501 shares | Other securities | — | — | $1.2M | 0.4% | |
| Vanguard Small Cap Index Adm 10,042 shares | Mutual Funds | — | — | $1.2M | 0.3% | |
| Vanguard Interm-Term Bond Index Adm 113,953 shares | Mutual Funds | — | — | $1.2M | 0.3% | |
| Vanguard Total Intl Stock Index Admiral 33,693 shares | Mutual Funds | — | — | $1.1M | 0.3% | |
| Franklin Real Estate Securities A 60,632 shares | Mutual Funds | — | — | $1.0M | 0.3% | |
| PIMCO Income Instl 72,249 shares | Mutual Funds | — | — | $760K | 0.2% | |
| PGIM Global Total Return Z 145,720 shares | Other securities | — | — | $733K | 0.2% | |
| PIMCO REAL RETURN COLLECTIVE TRUST PIMCO FUNDS · EIN 27-0834603 / PN 000 | Common Collective Trust | — | — | $285K | <0.1% | |
| JHANCOCK STABLE VALUE FUND CLASS I6 JOHN HANCOCK FUNDS · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
