Donna Robinson signed Cicoa Aging & in-Home Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cicoa Aging & in-Home Solutions, Inc.'s EIN is 35-1310387.
Download the official 2024 Form 5500 (PDF) for Cicoa Aging & in-Home Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cicoa Aging & in-Home Solutions, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN GL REAL EST SEC SA-Z | Common Stocks | — | $0 | $2.4M | 21.4% | |
| PGIM HIGH YIELD R6 FUND | Other securities | — | $0 | $2.2M | 19.8% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.2M | 19.8% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $1.6M | 14.7% | |
| T Rowe Price Int US SC Gr Eq I | Mutual Funds | — | $0 | $1.6M | 14.7% | |
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | $0 | $1.0M | 9.5% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $996K | 9.0% | |
| FIDELITY TOTAL INT IDX FUND | Common Collective Trusts | — | $0 | $888K | 8.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $534K | 4.9% | |
| Principal Guaranteed Option | Other securities | — | $0 | $387K | 3.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $334K | 3.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $300K | 2.7% | |
| Principal Overseas Sep Acct-Z | Pooled Separate Accounts | — | $0 | $116K | 1.1% | |
| AM FDS 2065 TRGT DTE RTM R6 FD | Other securities | — | $0 | $57K | 0.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $52K | 0.5% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $32K | 0.3% | |
| AB GLOBAL BOND Z FUND | Other securities | — | $0 | $23K | 0.2% | |
| AM FDS 2030 TRGT DTE RTM R6 FD | Other securities | — | $0 | $22K | 0.2% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $21K | 0.2% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $21K | 0.2% | |
| AM FDS 2045 TRGT DTE RTM R6 FD | Other securities | — | $0 | $15K | 0.1% | |
| AM FDS 2060 TRGT DTE RTM R6 FD | Other securities | — | $0 | $15K | 0.1% | |
| AM FDS 2050 TRGT DTE RTM R6 FD | Other securities | — | $0 | $6K | <0.1% | |
| AM FDS 2010 TRGT DTE RTM R6 FD | Other securities | — | $0 | $6K | <0.1% | |
| MFS Value R6 Fund | Mutual Funds | — | $0 | $4K | <0.1% | |
| AM FDS 2035 TRGT DTE RTM R6 FD | Other securities | — | $0 | $2K | <0.1% | |
| AM FDS 2025 TRGT DTE RTM R6 FD | Other securities | — | $0 | $2K | <0.1% | |
| AM FDS EUROPACIFIC GRTH R6 FD | Other securities | — | $0 | $1K | <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 |
|---|---|---|---|---|---|
| ONE AMERICA SECURITIES, INC. | 35-1159900 | — | OTHER SERVICES | $0 | — |
