Candyce Mayer signed Journey Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Journey Care, Inc.'s EIN is 36-3305643.
Download the official 2024 Form 5500 (PDF) for Journey Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Journey Care, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 36-1245570 | — | INVESTMENT ADVISORY | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $4.2M | 27.0% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $2.7M | 17.0% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $2.1M | 13.5% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $1.4M | 9.1% | |
| JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $1.2M | 7.5% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $1.1M | 7.0% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $924K | 5.9% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $540K | 3.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $389K | 2.5% | |
| s (held by Principal Trust Company and The Variable Annuity Life Insurance Company) * Principal Life Insurance Co. Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $202K | 1.3% | |
| VALIC Fixed Account Plus | Other securities | — | — | $108K | 0.7% | |
| American Funds American Mutual R6 Fund | Mutual Funds | — | — | $103K | 0.7% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $100K | 0.6% | |
| Vanguard Mid Cap Value Index Admiral Fund | Mutual Funds | — | — | $68K | 0.4% | |
| Goldman Sachs MidCap Growth R6 Fund | Other securities | — | — | $55K | 0.4% | |
| Vanguard Sm Cap Index Admiral Fund | Mutual Funds | — | — | $53K | 0.3% | |
| VALIC Vanguard Wellington Fund Inc | Mutual Funds | — | — | $43K | 0.3% | |
| Franklin International Growth R6 Fund | Mutual Funds | — | — | $41K | 0.3% | |
| s (held by Principal Trust Company) PGIM Total Ret Bond R6 Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Sm Cap Value Index Admiral Fund | Mutual Funds | — | — | $30K | 0.2% | |
| VALIC Moderate Growth Lifestyle | Other securities | — | — | $21K | 0.1% | |
| VALIC Government Securities Fund ** 567 * VALIC Stock Index Fund | Common Collective Trusts | — | — | $20K | 0.1% | |
| VALIC Vanguard Lt Inv-Grade Fund ** 991 * VALIC Vanguard Windsor II | Mutual Funds | — | — | $19K | 0.1% | |
| VALIC US Socially Responsible Fund | Other securities | — | — | $19K | 0.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.1% | |
| VALIC Systematic Core Fund ** 20 * VALIC Science & Technology Fund | Other securities | — | — | $16K | 0.1% | |
| VALIC High Yield Bond Fund ** 578 * VALIC GS Vit Gov Money Mkt Fd Inst | Cash / Money Market | — | — | $15K | <0.1% | |
| VALIC Intl Socially Responsible Fund | Other securities | — | — | $14K | <0.1% | |
| Variable annuity contracts (held by The Variable Annuity Life Insurance Company) * VALIC Short Term Fixed Account | Common Stocks | — | — | $11K | <0.1% | |
| VALIC Internatl Equities Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $10K | <0.1% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| VALIC Nasdaq-100(R) Index Fund | Common Collective Trusts | — | — | $10K | <0.1% | |
| VALIC Growth Fund | Other securities | — | — | $9K | <0.1% | |
| VALIC Vanguard Lifestrategy Growth | Mutual Funds | — | — | $8K | <0.1% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $6K | <0.1% | |
| VALIC Emerging Economies | Other securities | — | — | $6K | <0.1% | |
| VALIC Aggressive Growth Lifestyle | Other securities | — | — | $6K | <0.1% | |
| VALIC International Value Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC Asset Allocation Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC Loan Escrow Fund ** 58 * VALIC Loan Collateral Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC VC I Conserv Growth Lifestyle ** 242 * VALIC Core Bond Fund | Other securities | — | — | $4K | <0.1% | |
| VALIC Intl Opportunities | Other securities | — | — | $3K | <0.1% | |
| VALIC Systematic Growth Fund | Other securities | — | — | $3K | <0.1% | |
| VALIC Small Cap Value Fund | Other securities | — | — | $2K | <0.1% | |
| VALIC Global Real Estate Fund | Other securities | — | — | $2K | <0.1% | |
| VALIC Large Capital Growth | Other securities | — | — | $2K | <0.1% | |
| VALIC Mid Cap Strategic Gwth | Other securities | — | — | $2K | <0.1% | |
| VALIC VC I Capital Appreciation | Other securities | — | — | $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 |
|---|---|---|---|---|---|
| MILLER COOPER & CO. LTD | 36-2897372 | — | ACCOUNTANT | $45K | — |
| CROWE LLP | — | SOUTH BEND, IN | ACCOUNTANT | $19K | — |
