Kathryn Sharp signed Century Care Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Century Care Management, Inc.'s EIN is 56-2145100.
Download the official 2024 Form 5500 (PDF) for Century Care Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Century Care Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | TRUSTEE | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Balanced Fund Balanced Fund | Mutual Funds | — | — | $1.9M | 10.3% | |
| JPMorgan Mid Cap Growth Fund Growth Fund | Other securities | — | — | $1.7M | 9.2% | |
| Janus Global Life Sciences Growth Fund ** 0 Vanguard 500 Index Fund; Admiral Index Fund | Common Collective Trusts | — | — | $1.7M | 9.0% | |
| Vanguard Target Retirement 2025 Balanced Fund | Mutual Funds | — | — | $1.6M | 8.6% | |
| American Funds Cap World Growth & Inc Balanced Fund | Mutual Funds | — | — | $1.5M | 7.7% | |
| Common Collective Trust Capital Preservation Fund Equity & Fixed Income Fund | Common Collective Trusts | — | — | $1.4M | 7.3% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 7.3% | |
| American Funds Washington Mutual Balanced Fund | Mutual Funds | — | — | $1.4M | 7.2% | |
| T Rowe Price Blue Chip Growth Fund Growth Fund | Mutual Funds | — | — | $1.3M | 6.7% | |
| T Rowe Price New Horizon Fund Growth Fund | Mutual Funds | — | — | $1.1M | 5.6% | |
| Vanguard Target Retirement 2045 Balanced Fund | Mutual Funds | — | — | $1.0M | 5.6% | |
| Diamond Hill Large Cap Fund Growth Fund | Other securities | — | — | $832K | 4.4% | |
| Vanguard Target Retirement 2040 Balanced Fund | Mutual Funds | — | — | $726K | 3.9% | |
| Vanguard Target Retirement 2050 Balanced Fund | Mutual Funds | — | — | $594K | 3.2% | |
| Vanguard Target Retirement 2035 Balanced Fund | Mutual Funds | — | — | $515K | 2.7% | |
| Victory Sycamore Established Value Fund Growth Fund | Other securities | — | — | $456K | 2.4% | |
| Dodge & Cox Income Fund Income Fund | Mutual Funds | — | — | $365K | 1.9% | |
| Vanguard Target Retirement 2030 Balanced Fund | Mutual Funds | — | — | $352K | 1.9% | |
| Similar Party (a) (b) Investment (c) Cost (d) Current Value (e) Mutual Funds Vanguard Target Retirement 2020 Balanced Fund | Mutual Funds | — | — | $283K | 1.5% | |
| Vanguard Target Retirement Income Fund Income Fund | Mutual Funds | — | — | $91K | 0.5% | |
| Goldman Sachs Intl Eq Insights Growth Fund | Other securities | — | — | $3K | <0.1% | |
| Principal SmallCap Value II Growth Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
