Gordon Helms signed Tender Loving Care Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tender Loving Care Management's EIN is 35-1765894.
Download the official 2024 Form 5500 (PDF) for Tender Loving Care Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tender Loving Care Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $93K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $4.6M | 14.8% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $3.3M | 10.8% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $3.3M | 10.5% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $2.0M | 6.5% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $2.0M | 6.3% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $1.5M | 4.9% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $1.4M | 4.6% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $1.4M | 4.4% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $1.2M | 4.0% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $1.1M | 3.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $897K | 2.9% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $736K | 2.4% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $704K | 2.3% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $654K | 2.1% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $555K | 1.8% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $455K | 1.5% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $397K | 1.3% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $228K | 0.7% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $192K | 0.6% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $180K | 0.6% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $176K | 0.6% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $151K | 0.5% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $94K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $50K |
| — |
