Paulette Ratto signed Hospice Source, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hospice Source, LLC's EIN is 46-4872071.
Download the official 2022 Form 5500 (PDF) for Hospice Source, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Hospice Source, 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 | $5K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $244K | 14.3% | |
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $196K | 11.5% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $162K | 9.5% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $141K | 8.3% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $122K | 7.2% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $122K | 7.1% | |
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $107K | 6.3% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $103K | 6.0% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $88K | 5.2% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $78K | 4.6% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $55K | 3.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $47K | 2.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $31K | 1.8% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $30K | 1.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $22K | 1.3% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $16K | 0.9% | |
| CARILLON EAGLE SMCAP GROWTH A | Registered Investment Companies | — | — | $12K | 0.7% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $10K | 0.6% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $10K | 0.6% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $9K | 0.5% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $8K | 0.5% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $8K | 0.5% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $7K | 0.4% | |
| INVESCO SMALL CAP EQUITY - A | Registered Investment Companies | — | — | $4K | 0.3% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $4K | 0.2% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $4K | 0.2% | |
| NEUBERGER BERMAN REAL EST A | Registered Investment Companies | — | — | $3K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | 0.1% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | 0.1% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
