Sheri Raffensberger signed Long TERM Care Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Long TERM Care Partners, LLC's EIN is 41-2029885.
Download the official 2024 Form 5500 (PDF) for Long TERM Care Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Long TERM Care Partners, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund " | Mutual Funds | — | — | $12.6M | 20.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $6.3M | 9.9% | |
| Fidelity Freedom 2030 Fund " | Mutual Funds | — | — | $4.6M | 7.3% | |
| Fidelity Freedom 2035 Fund " | Mutual Funds | — | — | $4.2M | 6.6% | |
| Fidelity Freedom 2050 Fund " | Mutual Funds | — | — | $3.2M | 5.1% | |
| Fidelity Balanced Fund " | Mutual Funds | — | — | $3.1M | 5.0% | |
| Fidelity Freedom 2025 Fund " | Mutual Funds | — | — | $2.9M | 4.6% | |
| Fidelity Equity Income Fund " | Mutual Funds | — | — | $2.4M | 3.9% | |
| Fidelity Freedom 2045 Fund " | Mutual Funds | — | — | $2.0M | 3.2% | |
| Fidelity Managed Income Portfolio Common collective trust | Common Collective Trusts | — | — | $1.9M | 3.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 3.1% | |
| Fidelity Freedom 2015 Fund " ** 715 * Fidelity Freedom 2020 Fund " | Mutual Funds | — | — | $1.8M | 2.8% | |
| Fidelity Freedom 2055 Fund " | Mutual Funds | — | — | $1.7M | 2.8% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $1.5M | 2.4% | |
| Fidelity Low Priced Stock Fund " | Mutual Funds | — | — | $1.4M | 2.2% | |
| Fidelity Diversified International Fund " | Mutual Funds | — | — | $1.2M | 1.9% | |
| Columbia Mid-Cap Growth Fund Mutual fund | Other securities | — | — | $1.1M | 1.8% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $1.1M | 1.8% | |
| Fidelity Freedom 2060 Fund " | Mutual Funds | — | — | $1.0M | 1.6% | |
| PIMCO Total Return Fund " | Mutual Funds | — | — | $919K | 1.5% | |
| Fidelity Mid Cap Stock Fund " | Mutual Funds | — | — | $788K | 1.3% | |
| Fidelity Small Cap Growth Fund " | Mutual Funds | — | — | $543K | 0.9% | |
| GQG Partners Emerging Markets Equity Fund R6 " | Other securities | — | — | $536K | 0.9% | |
| T. Rowe Price Equity Income Fund " | Other securities | — | — | $493K | 0.8% | |
| Vanguard Cash Reserves Federal Money Market Fund " | Mutual Funds | — | — | $410K | 0.7% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $309K | 0.5% | |
| Eaton Vance Income Fund of Boston Fund " | Other securities | — | — | $283K | 0.5% | |
| Fidelity Freedom Income Fund " | Mutual Funds | — | — | $215K | 0.3% | |
| Fidelity Freedom 2065 Fund " | Mutual Funds | — | — | $183K | 0.3% | |
| Virtus Ceredex Mid-Cap Value Equity Fund " | Other securities | — | — | $115K | 0.2% | |
| Fidelity Freedom 2010 Fund " | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
