Juan Camargo signed Chattanooga Cares, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Chattanooga Cares, Inc.'s EIN is 62-1325543.
Download the official 2024 Form 5500 (PDF) for Chattanooga Cares, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chattanooga Cares, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| N/A BlackRock Lifepath Index 2045 K | Other securities | — | — | $885K | 20.4% | |
| N/A BlackRock Lifepath Index 2050 K | Other securities | — | — | $573K | 13.2% | |
| N/A BlackRock Lifepath Index 2035 K | Other securities | — | — | $518K | 11.9% | |
| N/A BlackRock Lifepath Index 2040 K | Other securities | — | — | $311K | 7.2% | |
| N/A iShares S&P 500 Index K | Common Collective Trusts | — | — | $262K | 6.0% | |
| N/A BlackRock Lifepath Index 2055 K | Other securities | — | — | $228K | 5.3% | |
| N/A Gillard Stable Return Fund C | Other securities | — | — | $201K | 4.6% | |
| N/A BlackRock Lifepath Index 2060 K | Other securities | — | — | $196K | 4.5% | |
| N/A BlackRock Lifepath Index Retire K | Other securities | — | — | $176K | 4.1% | |
| N/A BlackRock Lifepath Index 2030 K | Other securities | — | — | $145K | 3.3% | |
| N/A iShares Russell Mid-Cap Index K | Other securities | — | — | $98K | 2.3% | |
| N/A Invesco S&P 500 Index Y | Common Collective Trusts | — | — | $62K | 1.4% | |
| N/A American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $58K | 1.3% | |
| N/A American Funds American Funds Cap World Gr & Inc R6 | Mutual Funds | — | — | $57K | 1.3% | |
| Outstanding loan balance; interest 4.25% to 9.50% | Bonds / Notes | — | — | $55K | 1.3% | |
| N/A Franklin Small Cap Growth Fund R6 | Mutual Funds | — | — | $50K | 1.2% | |
| N/A American Funds American Funds AMCAP R6 | Mutual Funds | — | — | $42K | 1.0% | |
| N/A American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $39K | 0.9% | |
| N/A American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $33K | 0.8% | |
| N/A Loomis Sayles lnvmt Grade Bond Y | Other securities | — | — | $28K | 0.6% | |
| N/A Nuveen Small Cap Value R6 | Mutual Funds | — | — | $23K | 0.5% | |
| N/A BNY Mellon BNY Mellon Global Fixed Income Y | Other securities | — | — | $14K | 0.3% | |
| N/A Invesco Real Estate R6 | Mutual Funds | — | — | $13K | 0.3% | |
| N/A JP Morgan JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $4K | 0.1% | |
| N/A Metropolitan West Metropolitan West Total Return Bond P | Other securities | — | — | $4K | <0.1% | |
| N/A American Funds American Funds New World R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
