Carefree Practice Resources LLC's EIN is 45-5511352.
Download the official 2023 Form 5500 (PDF) for Carefree Practice Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Carefree Practice Resources LLC's plan includes profit-sharing, a 401(k) feature.
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 ADMI NISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC | 94-2456320 | — | CONTRACT ADMINISTER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CITZ PRINCIPAL GLOBAL INVESTORS TRUST C · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.2M | 21.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.8M | 12.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 11.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 11.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 10.4% | |
| VANGUARD GROUP VANGUARD 500 INDEX ADMIRAL FD 0 | Common Collective Trusts | — | — | $1.3M | 8.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $713K | 4.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $469K | 3.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $304K | 2.1% | |
| VANGUARD GROUP VANGUARD STRAT EQUITY INV FUND 0 | Mutual Funds | — | — | $285K | 1.9% | |
| DIMENSIONAL FUND ADVISORS DFA GLOBAL EQUITY I FUND 0 | Mutual Funds | — | — | $250K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $195K | 1.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $181K | 1.2% | |
| VANGUARD GROUP VANGUARD DEV MKTS INDEX ADM FD 0 | Mutual Funds | — | — | $167K | 1.1% | |
| DIMENSIONAL FUND ADVISORS DFA US LARGE CAP VALUE I FD 0 | Mutual Funds | — | — | $129K | 0.9% | |
| DIMENSIONAL FUND ADVISORS DFA EMERG MRKTS SMALL CAP I FD 0 | Mutual Funds | — | — | $119K | 0.8% | |
| PINC REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $103K | 0.7% | |
| VANGUARD GROUP VANGUARD INT-TM BD IDX ADM FD 0 | Common Collective Trusts | — | — | $84K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $82K | 0.6% | |
| FIDELITY INVESTMENTS FIDELITY EMERG MKT INDEX FUND 0 920 PRINCIPAL LIFE INSURANCE COMPA GENERAL PRIN FIXED INC GUAR OP 0 | Common Collective Trusts | — | — | $72K | 0.5% | |
| VANGUARD GROUP VANGUARD US GROWTH ADMIRAL FD 0 | Mutual Funds | — | — | $72K | 0.5% | |
| DIMENSIONAL FUND ADVISORS DFA GLOBAL REAL ESTATE SC I FD 0 888 DIMENSIONAL FUND ADVISORS DFA INFL PROTECTED SEC I FUND 0 | Mutual Funds | — | — | $56K | 0.4% | |
| PARTICIPANT LOANS RANGE OF INTEREST RATESRATES 0 | Participant loans | — | — | $53K | 0.4% | |
| DIMENSIONAL FUND ADVISORS DFA FIVE-YEAR GLOBAL FXD I F 0 | Mutual Funds | — | — | $39K | 0.3% | |
| DIMENSIONAL FUND ADVISORS DFA US SMCAP VALUE I FUND 0 | Mutual Funds | — | — | $26K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $4K | <0.1% | |
| DIMENSIONAL FUND ADVISORS DFA LARGE CAP INT’L I FD 0 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS WEALTH GROUP LLC | 20-8949634 | — | SORY INVESTMENT AD | $38K | — |
