George Merhi signed Aware Recovery Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aware Recovery Care, Inc.'s EIN is 45-2829077.
Download the official 2024 Form 5500 (PDF) for Aware Recovery Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aware Recovery Care, Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAX WEALTH ADVISORS, LLC | 22-3645620 | — | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $675K | 22.5% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $563K | 18.7% | |
| (Held at End of Year) AWARE RECOVERY CARE 401(K) SAVINGS PLAN EIN#45-2829077 Plan# 002 MyCompass Ind Mod Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $304K | 10.1% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $304K | 10.1% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $223K | 7.4% | |
| MYCOMPASS INDEX MODERATE 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $192K | 6.4% | |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | Common Stocks | — | — | $147K | 4.9% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $133K | 4.4% | |
| Voya Fixed Account (4450) Insurance Company General Account | Common Stocks | — | — | $97K | 3.2% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $57K | 1.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $57K | 1.9% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | Common Stocks | — | — | $56K | 1.9% | |
| MyCompass Ind Agg Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $47K | 1.6% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $47K | 1.6% | |
| DFA Large Cap Intl Port Ins Registered Investment Company | Mutual Funds | — | — | $46K | 1.5% | |
| Fidelity Intl Index Fnd Registered Investment Company | Mutual Funds | — | — | $44K | 1.5% | |
| Vangrd Growth Index Fund Adm Registered Investment Company | Common Collective Trusts | — | — | $44K | 1.5% | |
| PGIM Global Total Return Fd R6 Registered Investment Company | Common Stocks | — | — | $40K | 1.3% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | Mutual Funds | — | — | $30K | 1.0% | |
| Vangrd ShtTrmInfProtSecIndAdm Registered Investment Company | Common Stocks | — | — | $27K | 0.9% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | Bonds / Notes | — | — | $22K | 0.7% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $18K | 0.6% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $17K | 0.6% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $16K | 0.5% | |
| DFA US Large Cap Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $14K | 0.5% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | Common Stocks | — | — | $13K | 0.4% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | Common Stocks | — | — | $13K | 0.4% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $11K | 0.4% | |
| MYCOMPASS INDEX CONSERVATIVE 2065 F WILMINGTON TRUST, N.A. · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $11K | 0.4% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | Mutual Funds | — | — | $6K | 0.2% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $6K | 0.2% | |
| Vangrd Md-Cap Grw Index Fd Adm Registered Investment Company | Common Stocks | — | — | $4K | 0.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $4K | 0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $4K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $4 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN WILMINGTON TRUST, N.A. · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $4 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
