Carole ROTH signed Imperative Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Imperative Care, Inc.'s EIN is 47-5606960.
Download the official 2024 Form 5500 (PDF) for Imperative Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Imperative Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | $11K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2035 Mutual fund | Other securities | — | — | $4.4M | 13.3% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $3.9M | 11.9% | |
| VANG TARGET RET 2040 Mutual fund | Other securities | — | — | $3.3M | 10.0% | |
| VANG TARGET RET 2045 Mutual fund | Other securities | — | — | $3.2M | 9.7% | |
| VANG TARGET RET 2025 Mutual fund | Other securities | — | — | $2.5M | 7.7% | |
| VANG TARGET RET 2030 Mutual fund | Other securities | — | — | $2.5M | 7.4% | |
| VANG TARGET RET 2050 Mutual fund | Other securities | — | — | $1.9M | 5.8% | |
| VANG TARGET RET 2055 Mutual fund | Other securities | — | — | $1.6M | 4.9% | |
| VANG TARGET RET 2060 Mutual fund | Other securities | — | — | $1.4M | 4.3% | |
| VANG GROWTH IDX ADM Mutual fund | Common Collective Trusts | — | — | $1.2M | 3.8% | |
| VANG INFO TEC IDX AD Mutual fund | Common Collective Trusts | — | — | $660K | 2.0% | |
| VANG MIDCAP IDX ADM Mutual fund | Common Collective Trusts | — | — | $575K | 1.7% | |
| VANG SM CAP IDX ADM Mutual fund | Common Collective Trusts | — | — | $505K | 1.5% | |
| AF GRTH FUND AMER R6 Mutual fund | Other securities | — | — | $457K | 1.4% | |
| FID INFL PR BD IDX Mutual fund | Common Collective Trusts | — | — | $443K | 1.3% | |
| maturing through October 2051 | Other securities | — | — | $376K | 1.1% | |
| VANG TARGET RET 2065 Mutual fund | Other securities | — | — | $341K | 1.0% | |
| DFA EMRG MKT CORE EQ Mutual fund | Mutual Funds | — | — | $303K | 0.9% | |
| AF WASH MUTL INV R6 Mutual fund | Other securities | — | — | $295K | 0.9% | |
| VAN REAL EST IDX ADM Mutual fund | Common Collective Trusts | — | — | $280K | 0.8% | |
| PIONEER BOND K Mutual fund | Other securities | — | — | $253K | 0.8% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $241K | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $221K | 0.7% | |
| VANG INTL GROWTH ADM Mutual fund | Other securities | — | — | $198K | 0.6% | |
| DFA US TARGET VAL I Mutual fund | Mutual Funds | — | — | $189K | 0.6% | |
| DFA US SUSTAIN CORE1 Mutual fund | Mutual Funds | — | — | $154K | 0.5% | |
| BROKERAGELINK-COMMON STOCK Common stock | Common Stocks | — | — | $131K | 0.4% | |
| VICTORY S EST VAL R6 Mutual fund | Other securities | — | — | $125K | 0.4% | |
| VANG VMMR-FED MMKT Money market fund | Cash / Money Market | — | — | $124K | 0.4% | |
| VANG VALUE IDX ADM Mutual fund | Common Collective Trusts | — | — | $123K | 0.4% | |
| VANG TARGET RET 2020 Mutual fund | Other securities | — | — | $111K | 0.3% | |
| VANG TARGET RET 2070 Mutual fund | Other securities | — | — | $110K | 0.3% | |
| DFA INTL VALUE I Mutual fund | Mutual Funds | — | — | $100K | 0.3% | |
| J H TRITON N Mutual fund | Other securities | — | — | $100K | 0.3% | |
| BLKRK MD CP GR EQ K Mutual fund | Other securities | — | — | $98K | 0.3% | |
| HTFD WORLD BOND R6 Mutual fund | Other securities | — | — | $95K | 0.3% | |
| BROKERAGELINK- UNIT Money market fund | Cash / Money Market | — | — | $78K | 0.2% | |
| INVS GOLD SPL MIN R6 Mutual fund | Other securities | — | — | $77K | 0.2% | |
| BLKRK HIGH YLD BD K Mutual fund | Other securities | — | — | $73K | 0.2% | |
| VANG TARGET RET INC Mutual fund | Common Stocks | — | — | $64K | 0.2% | |
| BROKERAGELINK-EXTERNAL FUND Mutual fund | Other securities | — | — | $55K | 0.2% | |
| PIMCO INCOME INST Mutual fund | Mutual Funds | — | — | $41K | 0.1% | |
| AF BALANCED R6 Mutual fund | Other securities | — | — | $35K | 0.1% | |
| GQG EMRG MKTS EQ R6 Mutual fund | Other securities | — | — | $9K | <0.1% | |
| BROKERAGELINK-CASH Money market fund | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
