Dustin Lee signed Total Longterm Care Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Total Longterm Care Solutions, LLC's EIN is 37-1547964.
Download the official 2024 Form 5500 (PDF) for Total Longterm Care Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Total Longterm Care Solutions, LLC'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 | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $10.8M | 12.2% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $10.6M | 12.0% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $9.4M | 10.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $8.7M | 9.8% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $8.4M | 9.5% | |
| Vanguard Fed Money Mrkt Inv Fd | Mutual Funds | — | $0 | $6.5M | 7.4% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5.6M | 6.3% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $4.7M | 5.3% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.8M | 4.3% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $3.4M | 3.8% | |
| Etn Vnc Atl Cp SMID-Cap I Fd | Other securities | — | $0 | $2.6M | 2.9% | |
| MFS Intl Growth R6 Fund | Mutual Funds | — | $0 | $1.8M | 2.1% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $1.7M | 1.9% | |
| JP Morgan MidCpValue L Fund | Other securities | — | $0 | $1.4M | 1.5% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.3M | 1.4% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $1.1M | 1.3% | |
| DODGE & COX STOCK X FUND | Mutual Funds | — | $0 | $1.1M | 1.3% | |
| DODGE & COX INCOME X FUND | Mutual Funds | — | $0 | $984K | 1.1% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $828K | 0.9% | |
| Vanguard ST Bd Index Admirl Fd | Mutual Funds | — | $0 | $738K | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $566K | 0.6% | |
| Participant Loans | Participant loans | — | $0 | $438K | 0.5% | |
| DFA US TARGETED VALUE I FUND | Mutual Funds | — | $0 | $395K | 0.4% | |
| AB LARGE CAP GROWTH Z FUND | Other securities | — | $0 | $305K | 0.3% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $253K | 0.3% | |
| VANGUARD EXPLORER ADMIRAL FUND | Mutual Funds | — | $0 | $207K | 0.2% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $121K | 0.1% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $13K | <0.1% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
