Cindy Klein signed Affordable Care, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affordable Care, LLC's EIN is 56-1505559.
Download the official 2024 Form 5500 (PDF) for Affordable Care, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affordable Care, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $340K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $91K | — |
| BALANCE & STRATEGY | 99-2359763 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Retire 2035 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $26.5M | 11.3% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $26.5M | 11.3% | |
| Vanguard PRIMECAP Adm Mutual Fund - | Mutual Funds | — | — | $24.1M | 10.2% | |
| Vanguard Tgt Retire 2040 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $19.8M | 8.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $19.8M | 8.4% | |
| Vanguard Tgt Retire 2045 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $18.8M | 8.0% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $18.8M | 8.0% | |
| Vanguard Tgt Retire 2030 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $18.7M | 7.9% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.7M | 7.9% | |
| Vanguard Tgt Retire 2050 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $13.0M | 5.5% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $13.0M | 5.5% | |
| Vanguard Extend Mkt Index Inst Mutual Fund - | Mutual Funds | — | — | $8.2M | 3.5% | |
| Vanguard Tgt Retire 2055 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $8.2M | 3.5% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $8.2M | 3.5% | |
| Vanguard Tgt Retire 2025 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $8.2M | 3.5% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $8.2M | 3.5% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $7.2M | 3.1% | |
| Vanguard Total Bond Idx Inst Mutual Fund - | Common Collective Trusts | — | — | $7.0M | 3.0% | |
| Vanguard Explorer Adm Mutual Fund - | Mutual Funds | — | — | $6.6M | 2.8% | |
| Vanguard Total Intl Stk Inst Mutual Fund - | Mutual Funds | — | — | $6.0M | 2.6% | |
| MFS LgCp Vl Fnd CT Common Collective Trust - | Common Collective Trusts | — | — | $4.2M | 1.8% | |
| MFS LARGE CAP VALUE FUND; CT WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $4.2M | 1.8% | |
| Participant loans*** Interest bearing at 4.25% to 9.50%, - | Bonds / Notes | — | — | $4.1M | 1.8% | |
| JPMorgan Lg Cap Gr R6 Mutual Fund - | Other securities | — | — | $4.1M | 1.7% | |
| Vanguard Tgt Retire 2020 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $3.9M | 1.6% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.6% | |
| Vanguard Tgt Retire 2060 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $3.2M | 1.4% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.4% | |
| PGIMl Ttl Ret Bond R6 Mutual Fund - | U.S. Treasuries | — | — | $2.6M | 1.1% | |
| Vanguard Tgt Retire Inc Tr II Common Collective Trust - | Common Collective Trusts | — | — | $2.2M | 1.0% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.0% | |
| Vanguard Tgt Retire 2065 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $1.5M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| MM MdCp Gro, Class I Mutual Fund - | Other securities | — | — | $1.1M | 0.5% | |
| Amer Funds EuroPacific Gr Mutual Fund - | Other securities | — | — | $861K | 0.4% | |
| MFS MdCp Vl Fnd CT Common Collective Trust - | Common Collective Trusts | — | — | $737K | 0.3% | |
| MFS MID CAP VALUE FUND; CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 616 | Common Collective Trust | — | — | $737K | 0.3% | |
| VictorySycamore SmCoOppR6 Mutual Fund - | Other securities | — | — | $661K | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $473K | 0.2% | |
| Vanguard Tgt Retire 2070 Tr II Common Collective Trust - | Common Collective Trusts | — | — | $473K | 0.2% | |
| Vanguard Cash Res Fed MM Adm Mutual Fund - | Mutual Funds | — | — | $194K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $25K |
| — |
