Craig Conaway signed Community Care Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Care Partners, LLC's EIN is 61-1849968.
Download the official 2024 Form 5500 (PDF) for Community Care Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Care Partners, LLC's plan includes 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK (U.S.A.) | 01-0233346 | — | RETAINED BY CLIENT | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS | — | CINCINNATI, OH | RETAINED BY EMPLOYER | $59K | — |
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 CENTURY RET 2035 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 093 | Common Collective Trust | — | — | $6.0M | 13.4% | |
| AMERICAN CENTURY RET 2045 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 095 | Common Collective Trust | — | — | $5.6M | 12.4% | |
| AMERICAN CENTURY RET 2040 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 094 | Common Collective Trust | — | — | $4.6M | 10.3% | |
| AMERICAN CENTURY RET 2050 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 096 | Common Collective Trust | — | — | $3.9M | 8.8% | |
| AMERICAN CENTURY I RET TRUST I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.7% | |
| AMERICAN CENTURY RET 2025 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 091 | Common Collective Trust | — | — | $3.6M | 8.0% | |
| AMERICAN CENTURY RET 2055 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 097 | Common Collective Trust | — | — | $3.3M | 7.3% | |
| Fidelity (a) | Mutual Funds | — | — | $3.2M | 7.0% | |
| AMERICAN CENTURY RET 2030 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 092 | Common Collective Trust | — | — | $2.7M | 6.1% | |
| AMERICAN CENTURY RET 2060 I GLOBAL TRUST COMPANY · EIN 83-6703513 / PN 098 | Common Collective Trust | — | — | $2.2M | 5.0% | |
| JP Morgan (a) | Other securities | — | — | $1.3M | 2.9% | |
| Fidelity Total Market Index Fund Vanguard (a) | Common Collective Trusts | — | — | $869K | 1.9% | |
| International Growth Fund II R1 * Participant Loans -0- Interest rates at 4.25% - 9.50% | Bonds / Notes | — | — | $722K | 1.6% | |
| Fidelity Emerging Mkts Fidelity (a) Fidelity International Index Fund | Common Collective Trusts | — | — | $528K | 1.2% | |
| Vanguard Windsor II (Admiral) Fidelity (a) | Mutual Funds | — | — | $411K | 0.9% | |
| JOHN HANCOCK STABLE VALUE R11 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $397K | 0.9% | |
| American Cap World Bond R6 PIMCO (a) | Mutual Funds | — | — | $290K | 0.6% | |
| JP Morgan Large Growth R6 Fidelity (a) | Mutual Funds | — | — | $241K | 0.5% | |
| Fidelity Mid Cap Index Fund Fidelity (a) Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $208K | 0.5% | |
| PIMCO Total Return Insti Cohen & Steers (a) Cohen & Steers Inst Realty | Mutual Funds | — | — | $200K | 0.4% | |
| SMALL CAP VALUE FD II R1 GREAT GRAY TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $177K | 0.4% | |
| John Hancock (a) | Other securities | — | — | $102K | 0.2% | |
| INTERNATIONAL GROWTH FD II R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $102K | 0.2% | |
| Vanguard (a) | Mutual Funds | — | — | $90K | 0.2% | |
| SMALL CAP GROWTH FUND II CL R1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $86K | 0.2% | |
| John Hancock (a) | Other securities | — | — | $85K | 0.2% | |
| MID CAP VALUE FUND R1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $85K | 0.2% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $71K | 0.2% | |
| JP Morgan US Govt MMkt Cap Cl American Century (a) | Other securities | — | — | $60K | 0.1% | |
| JP Morgan (a) | Other securities | — | — | $19K | <0.1% | |
| EMERGING MARKETS FUND R1 GREAT GRAY TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
