Lauren Luxon signed Caresave Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caresave Technologies, Inc.'s EIN is 47-2416904.
Download the official 2024 Form 5500 (PDF) for Caresave Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caresave Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $1.8M | 16.3% | |
| Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | — | $1.3M | 11.9% | |
| Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | — | $1.3M | 11.7% | |
| Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | — | $1.3M | 11.2% | |
| Fidelity Freedom 2060 Fund K6 | Mutual Funds | — | — | $1.2M | 10.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $757K | 6.7% | |
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $675K | 6.0% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $601K | 5.3% | |
| Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | — | $587K | 5.2% | |
| Fidelity Blue Chip Growth Fund K6 | Mutual Funds | — | — | $407K | 3.6% | |
| Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | — | $343K | 3.1% | |
| JP Morgan US Equity Fund R6 | Other securities | — | — | $120K | 1.1% | |
| Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | — | $100K | 0.9% | |
| Fidelity International Capital Apprec Fund | Mutual Funds | — | — | $96K | 0.9% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $84K | 0.8% | |
| Notes receivable from participants 7.25% - 9.50% | Bonds / Notes | — | — | $59K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $55K | 0.5% | |
| Fidelity Equity Income Fund K6 | Mutual Funds | — | — | $54K | 0.5% | |
| PIMCO RAE US Small Institutional Fund | Mutual Funds | — | — | $43K | 0.4% | |
| Fidelity Freedom 2020 Fund K6 | Mutual Funds | — | — | $43K | 0.4% | |
| Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $40K | 0.4% | |
| JP Morgan Government Bond R6 | U.S. Treasuries | — | — | $35K | 0.3% | |
| Fidelity Small Cap Growth Fund K6 | Mutual Funds | — | — | $34K | 0.3% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $28K | 0.3% | |
| RBC Emerging Markets Equity Fund R6 | Other securities | — | — | $27K | 0.2% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $21K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $20K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $17K | 0.2% | |
| Fidelity Freedom 2010 Fund K6 95 * Fidelity Freedom 2015 Fund K6 | Mutual Funds | — | — | $15K | 0.1% | |
| Cohen & Steers Realty Shares Fund Z | Other securities | — | — | $5K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 393 * Fidelity Freedom Inc Fund K6 | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
