GERI Mears signed BW NHHC Holdco Inc., DBA Elara Caring's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BW NHHC Holdco Inc., DBA Elara Caring's EIN is 47-5221330.
Download the official 2024 Form 5500 (PDF) for BW NHHC Holdco Inc., DBA Elara Caring from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BW NHHC Holdco Inc., DBA Elara Caring'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $464K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP HUB RETIREMENT WEALTH MGMT | 47-1411118 | — | INVESTMENT ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fund Mutual Funds American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $29.6M | 15.9% | |
| Retirement Fund Class R6 American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $25.2M | 13.5% | |
| Retirement Fund Class R6 American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $23.3M | 12.5% | |
| Retirement Fund Class R6 American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $19.8M | 10.6% | |
| Retirement Fund Class R6 American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $17.3M | 9.3% | |
| Retirement Fund Class R6 American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $14.6M | 7.8% | |
| Retirement Fund Class R6 * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $9.0M | 4.8% | |
| American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $7.4M | 4.0% | |
| Retirement Fund Class R6 American Funds American Funds 2010 Target Date N/R | Mutual Funds | — | — | $7.1M | 3.8% | |
| Retirement Fund Class R6 AllianceBerstein AB Large CAP Growth Fund Class Z N/R | Other securities | — | — | $5.2M | 2.8% | |
| Participant Loans Interest rates: 4.25% - 10.50% $0 | Bonds / Notes | — | — | $3.9M | 2.1% | |
| Retirement Fund Class R6 American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $3.2M | 1.7% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.6% | |
| American Funds American Funds 2015 Target Date N/R | Mutual Funds | — | — | $2.9M | 1.5% | |
| Retirement Fund Class R6 MFS International Diversification N/R | Mutual Funds | — | — | $2.5M | 1.3% | |
| Fund Class R6 Fidelity Investments FID Total Bond K6 N/R | Mutual Funds | — | — | $2.0M | 1.1% | |
| Columbia Threadneedle Columbia Dividend Income Fund N/R | Other securities | — | — | $1.4M | 0.8% | |
| American Funds American Funds 2010 Target Date N/R | Mutual Funds | — | — | $1.3M | 0.7% | |
| Institutional 3 Class * Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 0.7% | |
| Class R6 MFS Mid Cap Value Fund Class R6 N/R | Mutual Funds | — | — | $1.2M | 0.6% | |
| J.P. Morgan JPMorgan Income Fund Class R6 N/R | Other securities | — | — | $1.1M | 0.6% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $1.1M | 0.6% | |
| J.P. Morgan JPMorgan Small Cap Growth Fund N/R | Other securities | — | — | $1.0M | 0.6% | |
| Fund Class R6 * Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $698K | 0.4% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth N/R | Other securities | — | — | $530K | 0.3% | |
| PGIM High Yield Fund Class R6 N/R | Other securities | — | — | $307K | 0.2% | |
| Delaware Funds Delaware Small Cap Value Fund N/R | Other securities | — | — | $249K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $23K | — |
| CREATIVE PLANNING RETIREMENT | 43-1270780 | — | INVESTMENT ADVISOR | $12K | — |
