Oscar ROIZ signed Professional Care I, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Care I, Inc.'s EIN is 65-0340771.
Download the official 2024 Form 5500 (PDF) for Professional Care I, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Care I, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Fund Mutual Funds * Fidelity Management Trust Fidelity Advisor Freedom 2030 Fund N/R | Mutual Funds | — | — | $1.4M | 15.1% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2025 Fund N/R | Mutual Funds | — | — | $988K | 10.6% | |
| Self-Directed Brokerage Account * Fidelity Investments Brokeragelink N/R | Self-Directed Brokerage | — | — | $871K | 9.4% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2035 Fund N/R | Mutual Funds | — | — | $853K | 9.2% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2040 Fund N/R | Mutual Funds | — | — | $801K | 8.6% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2050 Fund N/R | Mutual Funds | — | — | $747K | 8.0% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2020 Fund N/R | Mutual Funds | — | — | $730K | 7.8% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2045 Fund N/R | Mutual Funds | — | — | $673K | 7.2% | |
| Company Class K6 * Fidelity Management Trust Fidelity Blue Chip Growth K6 Fund N/R | Mutual Funds | — | — | $392K | 4.2% | |
| Company * Fidelity Management Trust Fidelity Advisor Freedom 2015 Fund N/R | Mutual Funds | — | — | $365K | 3.9% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2055 Fund N/R | Mutual Funds | — | — | $349K | 3.7% | |
| Company Class K6 * Fidelity Management Trust Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $218K | 2.3% | |
| Company * Fidelity Management Trust Fidelity Small Cap Growth K6 Fund N/R | Mutual Funds | — | — | $145K | 1.6% | |
| Company JP Morgan U.S. Equity Fund Class R6 N/R | Common Stocks | — | — | $124K | 1.3% | |
| Fidelity Management Trust Fidelity Advisor Freedom 2060 Fund N/R | Mutual Funds | — | — | $115K | 1.2% | |
| Company Class K6 * Fidelity Management Trust Fidelity Advisor Freedom 2010 Fund N/R | Mutual Funds | — | — | $90K | 1.0% | |
| Company Class K6 * Fidelity Management Trust Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $53K | 0.6% | |
| Fidelity Management Trust Fidelity Advisor Freedom 2065 Fund N/R | Mutual Funds | — | — | $50K | 0.5% | |
| Company Class K6 * Fidelity Management Trust Fidelity Equity Income K6 Fund N/R | Mutual Funds | — | — | $46K | 0.5% | |
| Company * Fidelity Management Trust Fidelity Total Bond K6 Fund N/R | Mutual Funds | — | — | $41K | 0.4% | |
| Company Pimco RAE U.S. Small Fund Institutional N/R | Mutual Funds | — | — | $41K | 0.4% | |
| Class Janus Henderson Enterprise Fund Class N N/R | Mutual Funds | — | — | $27K | 0.3% | |
| Fidelity Management Trust Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $24K | 0.3% | |
| Company * Fidelity Management Trust Fidelity Global ex US Index Fund N/R | Common Collective Trusts | — | — | $21K | 0.2% | |
| Company JP Morgan Government Bond Fund R6 N/R | U.S. Treasuries | — | — | $16K | 0.2% | |
| Money Market Fund * Fidelity Management Trust Fidelity Government Money Market N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Royal Bank of Canada Emerging Markets Equity Fund R6 N/R | Other securities | — | — | $9K | <0.1% | |
| Fidelity Management Trust Fidelity Inflation-Protected Bond N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Company Index Fund * Fidelity Management Trust Fidelity International Capital N/R | Common Collective Trusts | — | — | $5K | <0.1% | |
| Company Appreciation K6 Fund Allspring Special Mid Cap Value Fund R6 N/R | Common Stocks | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
