Care Advantage, Inc.'s EIN is 54-1447338.
Download the official 2024 Form 5500 (PDF) for Care Advantage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care Advantage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRO ACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
| IRON FIDUCIARY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.2M | 100.0% |
| 99-9552241 |
| — |
| FINANCIAL ADVISOR |
| $2K |
| — |
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | FINANCIAL ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AB&D CO | 54-1703353 | — | PLAN CONSULTING | $1K | — |
