Kenny Duarte signed Community Based Care, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Based Care, LLC's EIN is 47-4471803.
Download the official 2024 Form 5500 (PDF) for Community Based Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Based Care, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULT | 20-4798483 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Inst | Mutual Funds | — | — | $901K | 33.1% | |
| Nuveen Lifecycle Index 2035 Inst | Mutual Funds | — | — | $452K | 16.6% | |
| Nuveen Lifecycle Index 2050 Inst | Mutual Funds | — | — | $431K | 15.8% | |
| Nuveen Lifecycle Index 2030 Inst | Mutual Funds | — | — | $236K | 8.7% | |
| Nuveen Lifecycle Index 2045 Inst | Mutual Funds | — | — | $194K | 7.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Pooled Separate Account | — | — | $77K | 2.8% | |
| Nuveen Lifecycle Index 2055 Inst | Mutual Funds | — | — | $67K | 2.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $55K | 2.0% | |
| Principal Blue Chip Fund R6 | Other securities | — | — | $38K | 1.4% | |
| Nuveen Lifecycle Index 2025 Inst | Mutual Funds | — | — | $36K | 1.3% | |
| Nuveen Lifecycle Index 2060 Inst | Mutual Funds | — | — | $33K | 1.2% | |
| Invesco SC Value Fund R6 | Mutual Funds | — | — | $29K | 1.1% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $24K | 0.9% | |
| Nuveen Lifecycle Index 2015 Inst | Mutual Funds | — | — | $23K | 0.8% | |
| Nuveen Lifecycle Index 2020 Inst | Mutual Funds | — | — | $18K | 0.7% | |
| Nuveen Lifecycle Index 2065 Inst | Mutual Funds | — | — | $16K | 0.6% | |
| JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $15K | 0.6% | |
| Baron Small Cap Fund R6 | Other securities | — | — | $15K | 0.5% | |
| American Balanced Fund R6 | Other securities | — | — | $15K | 0.5% | |
| Fidelity Ext Market Index Fund | Common Collective Trusts | — | — | $13K | 0.5% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | Other securities | — | — | $12K | 0.4% | |
| American Beacon Lrg Cap Val R6 | Other securities | — | — | $10K | 0.4% | |
| Goldman Em Mkts Eq Insights R6 | Other securities | — | — | $7K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| Fidelity Glb ex US Idx Ins Pre | Common Collective Trusts | — | — | $1K | <0.1% | |
| Participant loans | Participant loans | — | — | $643 | <0.1% | |
| Nuveen Lifecycle Index 2010 Inst | Mutual Funds | — | — | $401 | <0.1% | |
| MFS Research International R6 | Mutual Funds | — | — | $210 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
