Bradford Alley signed Comfort Bridge DBA Care Synergy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Comfort Bridge DBA Care Synergy's EIN is 47-1820366.
Download the official 2024 Form 5500 (PDF) for Comfort Bridge DBA Care Synergy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Comfort Bridge DBA Care Synergy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
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 ADMINISTRATOR | $63K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $4.7M | 13.5% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $3.8M | 11.0% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $3.7M | 10.5% | |
| American Funds 2040 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $3.2M | 9.0% | |
| American Funds 2050 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 6.1% | |
| American Funds 2025 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 4.5% | |
| American Funds 2020 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 4.4% | |
| American Funds 2045 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 4.2% | |
| American Funds 2055 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 3.5% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract N/A | Stable Value | — | — | $1.1M | 3.3% | |
| Vanguard Equity Income Admiral Mutual Fund N/A | Mutual Funds | — | — | $972K | 2.8% | |
| American Funds 2010 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $491K | 1.4% | |
| American Funds 2060 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $480K | 1.4% | |
| PGIM Total Return Bond Fund Mutual Fund N/A | Other securities | — | — | $385K | 1.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $366K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $354K | 1.0% | |
| MFS Internal Equity R6 Fund Mutual Fund N/A | Mutual Funds | — | — | $258K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $250K | 0.7% | |
| American Funds 2065 T date R6 Mutual Fund N/A | Mutual Funds | — | — | $165K | 0.5% | |
| VOYA Fixed Plus Account III Guaranteed Investment Contract N/A | Stable Value | — | — | $162K | 0.5% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $157K | 0.4% | |
| interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $137K | 0.4% | |
| Franklin Small Cap Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $131K | 0.4% | |
| Victory sycamore Established Value Fund Mutual Fund N/A | Other securities | — | — | $111K | 0.3% | |
| New World Fund Inc Mutual Fund N/A | Common Stocks | — | — | $106K | 0.3% | |
| Undiscovered Mngrs Bhvrl Val Fund R6 Mutual Fund N/A | Other securities | — | — | $105K | 0.3% | |
| PIMCO Income Fund Mutual Fund N/A | Mutual Funds | — | — | $77K | 0.2% | |
| Participant loan collateral - VALIC Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $71K | 0.2% | |
| (E) | Other securities | — | — | $71K | 0.2% | |
| American Funds 2015 Target Date R6 Mutual Fund N/A | Mutual Funds | — | — | $71K | 0.2% | |
| LOAN COLLATERAL FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 001 | Pooled Separate Account | — | — | $71K | 0.2% | |
| INTERNATL EQUITIES INDEX FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $60K | 0.2% | |
| STOCK INDEX FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $57K | 0.2% | |
| BlackRock High Yield Bond Portfolio Mutual Fund N/A | Other securities | — | — | $51K | 0.1% | |
| VANGUARD LIFESTRATEGY GROWTH COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $49K | 0.1% | |
| CORE BOND FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $48K | 0.1% | |
| MID CAP INDEX FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $44K | 0.1% | |
| VANGUARD WINDSOR II COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $43K | 0.1% | |
| VALIC Vanuard Lifestrategy Conserv Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $42K | 0.1% | |
| VANGUARD LIFESTRATEGY CONSER COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $42K | 0.1% | |
| EMERGING ECONOMIES COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $37K | 0.1% | |
| US SOCIALLY RESPONSIBLE FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $36K | 0.1% | |
| Pikes Peak VALIC Loan Collateral Fund Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $27K | <0.1% | |
| LOAN COLLATERAL FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $26K | <0.1% | |
| VALIC Fixed Account Plus Guaranteed Investment Contract N/A | Stable Value | — | — | $26K | <0.1% | |
| INTERNATIONAL VALUE FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $24K | <0.1% | |
| VC I CAPITAL APPRECIATION COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $22K | <0.1% | |
| MID CAP STRATEGIC GWTH COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $21K | <0.1% | |
| INTL SOCIALLY RESPONSIBLE FUND COREBRIDGE FINANCIAL · EIN 74-1625348 / PN 003 | Pooled Separate Account | — | — | $20K | <0.1% | |
| Principal Real Estate Securities Fund Mutual Fund N/A | Other securities | — | — | $20K | <0.1% |
