LORI Campbell signed Modivcare Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modivcare Solutions, LLC's EIN is 58-2491253.
Download the official 2024 Form 5500 (PDF) for Modivcare Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Modivcare Solutions, 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 | $223K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | 81-3968784 | — | INVESTMENT/FINANCIAL ADVI | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $10.8M | 12.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $8.6M | 9.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $8.0M | 9.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $6.3M | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.1M | 7.1% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $6.0M | 6.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $5.6M | 6.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $4.8M | 5.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $4.8M | 5.5% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $4.2M | 4.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.7M | 4.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.0M | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.2M | 2.6% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.8M | 2.0% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.7M | 2.0% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $1.6M | 1.9% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $1.0M | 1.2% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $946K | 1.1% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $769K | 0.9% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $538K | 0.6% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $524K | 0.6% | |
| DODGE & COX GLOBAL BOND X | Registered Investment Companies | — | — | $399K | 0.5% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $374K | 0.4% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $372K | 0.4% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $267K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
