John Southern signed US Carenet, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Carenet, Inc.'s EIN is 47-5019190.
Download the official 2023 Form 5500 (PDF) for US Carenet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)US Carenet, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEAL B HOWARD | — | ATHENS, GA | INVESTMENT ADVISOR | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| INVESCO SMALL CAP GROWTH A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY ULTRA R AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL FUNDAMENTAL VALUE A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAP WORLD GR INC R3 AMERICAN CENTURY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL TOTAL RETURN BOND I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA MID CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL MID CAP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL SMALL CAP OPPS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| MASSMUTUAL EQUITY OPPORTS A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA SMALL CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $0 | — |
| VIRTUS NFJ SMALL-CAP VALUE A VIRTUS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 04-1590850 / PN 000 | Common Collective Trust | $0 | — |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT GROUP CPA'S PLLC | — | CHARLOTTE, NC | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT & HOLLAND, LLP | — | VIRGINIA BEACH, VA | NONE | $1K | — |
