Dennis Hesch signed Carle Holding Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carle Holding Company, Inc.'s EIN is 37-1188284.
Download the official 2024 Form 5500 (PDF) for Carle Holding Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carle Holding Company, 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 |
|---|---|---|---|---|---|
| COZAD ASSET MANAGEMENT INC. | 37-0958133 | — | AFFIL PLAN RECRDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO LLC | 41-1944416 | — | AFFIL PLAN RECRDKEEPER | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party-In- Identity of Party Involved and Description of Current Interest Investment Cost Value Investments, at Fair Value Mutual Funds Fidelity 500 Index Fund | Common Collective Trusts | — | — | $42.8M | 13.0% | |
| Party-In- Identity of Party Involved and Description of Current Interest Investment Cost Value * Self-Directed Brokerage Account, at Fair Value Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $27.3M | 8.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $25.6M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $24.6M | 7.5% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $22.3M | 6.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $21.4M | 6.5% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $18.7M | 5.7% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $15.8M | 4.8% | |
| MFS Growth Fund | Mutual Funds | — | — | $15.7M | 4.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $15.4M | 4.7% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $13.5M | 4.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $12.7M | 3.9% | |
| Money Market Fund * Schwab Retirement Gov't Money Market | Mutual Funds | — | — | $10.6M | 3.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $10.2M | 3.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $9.0M | 2.7% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $7.2M | 2.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $6.3M | 1.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $5.2M | 1.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $5.0M | 1.5% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $4.6M | 1.4% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $3.3M | 1.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $3.0M | 0.9% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $1.8M | 0.6% | |
| Notes Receivable from Participants Interest Rate 4.25 to 9.50 Percent - 0 - | Other securities | — | — | $1.8M | 0.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.4M | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| Loomis Sayles Small Cap Growth Fund | Other securities | — | — | $1.2M | 0.4% | |
| American Century Small Cap Value Fund | Other securities | — | — | $1.1M | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $458K | 0.1% | |
| Funds | OTHER | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING LLC |
| 43-1270780 |
| — |
| AFFIL PLAN RECRDKEEPER |
| $19K |
| — |
| RUEDI WEALTH MGMT INC. | 47-1794932 | — | AFFIL PLAN RECRDKEEPER | $16K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | AFFIL PLAN RECRDKEEPER | $26 | — |
