Sherrice Harrell signed Community Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Care, Inc.'s EIN is 39-1264667.
Download the official 2024 Form 5500 (PDF) for Community Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Care, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Columbia Dividend Income GM | Other securities | — | — | $13.2M | 21.7% | |
| JP Morgan Large Cap Growth CL R4 GM | Other securities | — | — | $11.6M | 19.1% | |
| MFS International Growth FD CL A GM | Mutual Funds | — | — | $9.4M | 15.5% | |
| PGIM Total Return Bond Fund A GM | Other securities | — | — | $6.6M | 10.8% | |
| American World Fund R4 GM | Other securities | — | — | $4.4M | 7.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.1M | 6.8% | |
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $3.0M | $4.1M | 6.8% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.9M | 3.1% | |
| Franklin Small Cao Value CL A GM | Mutual Funds | — | — | $1.5M | 2.4% | |
| Clearbridge Small Cap Growth A GM | Other securities | — | — | $1.4M | 2.3% | |
| JP MORGAN LRG CAP GRTH CL R4 MUTUAL FUNDS | Other securities | — | $834K | $1.3M | 2.1% | |
| Goldman Sachs Stable Value CT GM | Stable Value | — | — | $986K | 1.6% | |
| Goldman Sachs Stable Value CT | Stable Value | — | — | $930K | 1.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $759K | 1.2% | |
| Participants Participant Loans Rates from 5.25% to 9.0% - | Bonds / Notes | — | — | $699K | 1.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $637K | 1.0% | |
| Eaton Vance Atlanta Capital SMD | Other securities | — | — | $386K | 0.6% | |
| MFS International Growth FD CL A | Mutual Funds | — | — | $353K | 0.6% | |
| Columbia Dividend Income | Other securities | — | — | $290K | 0.5% | |
| MFS Research INTL FD CL A | Mutual Funds | — | — | $285K | 0.5% | |
| Clearbridge Small Cap Growth A | Other securities | — | — | $252K | 0.4% | |
| PGIM Total Return Bond Fund A | Other securities | — | — | $229K | 0.4% | |
| American BD FD of Amer R4 | Other securities | — | — | $202K | 0.3% | |
| PIMCO Real Return BD FD CL A | Mutual Funds | — | — | $158K | 0.3% | |
| Janus Henderson Global Equity A | Mutual Funds | — | — | $130K | 0.2% | |
| Franklin Small Cap Value CL A | Mutual Funds | — | — | $116K | 0.2% | |
| American U.S. Gov Sec R4 | Other securities | — | — | $111K | 0.2% | |
| PGIM High Yield Fund CL R4 | Other securities | — | — | $103K | 0.2% | |
| Wells Fargo Special Mid Cap A | Other securities | — | — | $93K | 0.2% | |
| Cohen & Steers Real Est CL Z | Other securities | — | — | $86K | 0.1% | |
| Loomis Sayles Global Allocation A | Other securities | — | — | $77K | 0.1% | |
| PIMCO Commodities Plus CL A | Mutual Funds | — | — | $70K | 0.1% | |
| PIMCO Real Return BD CL A GM | Mutual Funds | — | — | $66K | 0.1% | |
| Eaton Vance Atlanta Capital SMD GM | Other securities | — | — | $66K | 0.1% | |
| American World Fund R4 | Other securities | — | — | $55K | <0.1% | |
| Wells Fargo Special Mid Cap A GM | Other securities | — | — | $47K | <0.1% | |
| PGIM High Yield Fund CL R4 GM | Other securities | — | — | $36K | <0.1% | |
| PIMCO Commodities Plus CL A GM | Mutual Funds | — | — | $34K | <0.1% | |
| Cohen & Steers Real Est Z GM | Other securities | — | — | $29K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME 607 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $23K | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
