Thomas Griffin signed Professional Care Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Care Services' EIN is 62-1097170.
Download the official 2024 Form 5500 (PDF) for Professional Care Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Care Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $658 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutual of America MoA Clear Passage 2040 Fund | Other securities | — | — | $746K | 21.3% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $670K | 19.1% | |
| Mutual of America MoA Clear Passage 2030 Fund | Other securities | — | — | $263K | 7.5% | |
| Mutual of America MoA Clear Passage 2025 Fund | Other securities | — | — | $237K | 6.8% | |
| Mutual of America MoA Clear Passage 2045 Fund | Other securities | — | — | $190K | 5.4% | |
| Calvert US Large Cap Core Rspnb ldx R6 727 Calvert International Responsible Idx R6 166 Calvert Small-Cap R6 527 Dodge&Cox Dodge & Cox Stock | Common Collective Trusts | — | — | $177K | 5.0% | |
| Mutual of America MoA Equity Index Fund | Common Collective Trusts | — | — | $175K | 5.0% | |
| Mutual of America MoA Clear Passage 2050 Fund | Other securities | — | — | $153K | 4.4% | |
| Mutual of America MoA Retirement Income Fund | Other securities | — | — | $133K | 3.8% | |
| Mutual of America MoA Clear Passage 2035 Fund | Other securities | — | — | $115K | 3.3% | |
| Participant loans Notes receivable from participants (4.25%-9.5%) | Bonds / Notes | — | — | $94K | 2.7% | |
| Mutual of America MoA Clear Passage 2055 Fund | Other securities | — | — | $93K | 2.7% | |
| Calvert Bond R6 | U.S. Treasuries | — | — | $83K | 2.4% | |
| PIMCO Real Return Instl 913 T.Rowe Price T. Rowe Price Blue Chip Growth I | Mutual Funds | — | — | $80K | 2.3% | |
| Mutual of America MoA Clear Passage 2020 Fund | Other securities | — | — | $68K | 1.9% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $55K | 1.6% | |
| Mutual of America MoA Small Cap Equity Index Fund | Common Collective Trusts | — | — | $43K | 1.2% | |
| Mutual of America MoA Clear Passage 2060 Fund | Other securities | — | — | $27K | 0.8% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $21K | 0.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $18K | 0.5% | |
| Mutual of America MoA Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $17K | 0.5% | |
| Mutual of America MoA International Fund | Other securities | — | — | $7K | 0.2% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $7K | 0.2% | |
| Victory funds Victory RS Small Cap Growth R6 | Other securities | — | — | $5K | 0.1% | |
| Mutual of America MoA Clear Passage 2065 Fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
