Gabriel Dalfin signed Caresense Health LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caresense Health LLC's EIN is 45-2453604.
Download the official 2024 Form 5500 (PDF) for Caresense Health LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caresense Health LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPM SMART RET 2045 R3 | Registered Investment Companies | — | — | $322K | 10.1% | |
| VIRTUS SGA EMERGING MKTS EQ A 758 REGISTERED INVESTMENT COMPANY JPM SMART RET 2040 R3 | Registered Investment Companies | — | — | $268K | 8.4% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $220K | 6.9% | |
| JPM SMART RET 2055 R3 | Registered Investment Companies | — | — | $216K | 6.8% | |
| JPM SMART RET 2050 R3 | Registered Investment Companies | — | — | $194K | 6.1% | |
| JPM SMART RET 2035 R3 | Registered Investment Companies | — | — | $193K | 6.0% | |
| JPM SMART RET 2025 R3 | Registered Investment Companies | — | — | $151K | 4.7% | |
| COL SELIGMAN TECH AND INFO A | Registered Investment Companies | — | — | $144K | 4.5% | |
| PIONEER FUND GRWTH FUND - A | Registered Investment Companies | — | — | $116K | 3.6% | |
| JPM SMART RET 2030 R3 | Registered Investment Companies | — | — | $110K | 3.5% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $103K | 3.2% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $101K | 3.2% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $95K | 3.0% | |
| BLK HEALTH SCI OPPORT PORT - A | Registered Investment Companies | — | — | $87K | 2.7% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $87K | 2.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $86K | 2.7% | |
| THE HARTFORD HEALTHCARE R4 | Registered Investment Companies | — | — | $82K | 2.6% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $75K | 2.4% | |
| JPM SMART RET 2060 R3 | Registered Investment Companies | — | — | $53K | 1.7% | |
| JPM SMART RET INC R3 | Registered Investment Companies | — | — | $50K | 1.6% | |
| GSACHS TECHNOLOGY OPPS A | Registered Investment Companies | — | — | $37K | 1.2% | |
| MAC SCIENCE AND TECH A | Registered Investment Companies | — | — | $33K | 1.0% | |
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $29K | 0.9% | |
| HARTFORD GROW OPPORTUNITIES R4 | Registered Investment Companies | — | — | $27K | 0.9% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $25K | 0.8% | |
| JPM SMALL CAP VALUE FD R3 | Registered Investment Companies | — | — | $20K | 0.6% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $11K | 0.3% | |
| JPM SMART RET 2020 R3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| FRANKLIN UTILITIES FUND A1 | Registered Investment Companies | — | — | $9K | 0.3% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $6K | 0.2% | |
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $4K | 0.1% | |
| FIDELITY ADVISOR HEALTH CARE A | Registered Investment Companies | — | — | $3K | 0.1% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $2K | <0.1% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $2K | <0.1% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $2K | <0.1% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $2K | <0.1% | |
| MACQUARIE INTL CORE EQ A | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
