Greta Conley-Clements signed Choices Coordinated Care Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choices Coordinated Care Solutions, Inc.'s EIN is 35-2005131.
Download the official 2024 Form 5500 (PDF) for Choices Coordinated Care Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choices Coordinated Care Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADV | 45-5291215 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.9M | 98.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $56K | 0.5% | |
| PRIN U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $42K | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | CONTRACT ADMINISTRATOR | $18K | — |
