Janet Campbell signed Variety Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Variety Care, Inc.'s EIN is 73-1088577.
Download the official 2024 Form 5500 (PDF) for Variety Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Variety Care, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SERVICES, LLC | 27-1746834 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds, Inc. LifeTime Fund Institutional Class | Common Stocks | — | — | $12.1M | 42.4% | |
| Principal Funds, Inc. Large Cap S&P 500 Index Fund Class R5 | Common Collective Trusts | — | — | $2.5M | 8.8% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $2.2M | 7.6% | |
| Principal Life Insurance Company Fixed Income Option Non 401(a)** | Common Stocks | — | — | $1.7M | 6.0% | |
| Principal Funds, Inc. Capital Appreciation Fund Institutional Class | Common Stocks | — | — | $1.5M | 5.2% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $786K | 2.8% | |
| Principal Funds, Inc. MidCap S&P 400 Index Fund Class R6 | Common Collective Trusts | — | — | $677K | 2.4% | |
| MFS Investment Management Growth Allocation Fund Class R6 | Mutual Funds | — | — | $675K | 2.4% | |
| Putnam Investments Large Cap Value Fund Class R6 | Mutual Funds | — | — | $664K | 2.3% | |
| maturing through May 2048 | Other securities | — | — | $651K | 2.3% | |
| Oppenheimer Invesco Discovery Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $607K | 2.1% | |
| MFS Investment Management Aggressive Growth Allocation Fund Class R6 | Mutual Funds | — | — | $587K | 2.1% | |
| Principal Funds, Inc. Principal Diversified International Fund Class R6 | Common Stocks | — | — | $503K | 1.8% | |
| Principal Funds, Inc. MidCap Value Fund I Class R6 | Common Stocks | — | — | $354K | 1.2% | |
| Principal Funds, Inc. Core Plus Bond Fund | Common Stocks | — | — | $338K | 1.2% | |
| MFS Investment Management Moderate Allocation Fund Class R6 | Mutual Funds | — | — | $317K | 1.1% | |
| Principal Funds, Inc. SmallCap Value Fund II Class R6 | Common Stocks | — | — | $250K | 0.9% | |
| MFS Investment Management Conservative Allocation Fund Class R6 | Mutual Funds | — | — | $224K | 0.8% | |
| Fidelity Investments Small Cap Growth Fund K6 Class | Mutual Funds | — | — | $207K | 0.7% | |
| Victory Funds Victory Government Securities Fund Class R6 | Other securities | — | — | $200K | 0.7% | |
| Janus Henderson Global Research Fund Class N | Mutual Funds | — | — | $17K | <0.1% | |
| Legg Mason Brandywine Global High Yield Fund Class IS | Other securities | — | — | $11K | <0.1% | |
| Principal Funds, Inc. LifeTime Strategic Income Institutional Fund | Common Stocks | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
