SARA Warren signed ARIA Care Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARIA Care Management, LLC's EIN is 48-1220515.
Download the official 2024 Form 5500 (PDF) for ARIA Care Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARIA Care Management, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI |
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 LC INDEX 2035 R6 | Registered Investment Companies | — | — | $968K | 15.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $696K | 11.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $638K | 10.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $619K | 10.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $480K | 7.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $392K | 6.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $390K | 6.3% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $354K | 5.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $282K | 4.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $220K | 3.6% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $193K | 3.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $175K | 2.8% | |
| FID SLCT S&IT SVCS PORT | Registered Investment Companies | — | — | $146K | 2.4% | |
| PIMCO STOCKSPLUS ABS RET INST | Registered Investment Companies | — | — | $123K | 2.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $100K | 1.6% | |
| PIMCO STOCKSPLUS SMALL I | Registered Investment Companies | — | — | $75K | 1.2% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $50K | 0.8% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $47K | 0.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $42K | 0.7% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $26K | 0.4% | |
| VAN LG TRM TREAS IDX ADM | Registered Investment Companies | — | — | $20K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| AMC GLOB GOLD INV | Registered Investment Companies | — | — | $10K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $10K | 0.2% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| CARILLON EAGLE GR AND INC R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| TCW METWEST TOTAL RET BOND PL 748 REGISTERED INVESTMENT COMPANY EMPOWER MULTISECTOR BOND INST | Registered Investment Companies | — | — | $7K | 0.1% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 291 REGISTERED INVESTMENT COMPANY DOUBLELINE EMG MKTS FX INC I | Registered Investment Companies | — | — | $4K | <0.1% | |
| CALAMOS MKT NEU INC I | Registered Investment Companies | — | — | $2K | <0.1% | |
| FIDELITY ADVISOR MATERIALS I | Registered Investment Companies | — | — | $2K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $11K |
| — |
