Melanie Bailey signed Claim Assist Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Claim Assist Solutions, LLC's EIN is 74-3017360.
Download the official 2024 Form 5500 (PDF) for Claim Assist Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Claim Assist Solutions, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. ASSET CONSERVATIVE 1 STADION (BENEFIT TRUST COMPANY) · EIN 86-6320070 / PN 318 | Common Collective Trust | — | — | $2.8M | 32.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $1.4M | 16.8% | |
| U.S. ASSET AGGRESSIVE 1 STADION (BENEFIT TRUST COMPANY) · EIN 86-6320070 / PN 320 | Common Collective Trust | — | — | $624K | 7.3% | |
| Franklin Dynatech R6 Franklin 0 | Mutual Funds | — | — | $436K | 5.1% | |
| Dodge & Cox Stock Fund I Dodge 0 | Mutual Funds | — | — | $403K | 4.7% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | Mutual Funds | — | — | $397K | 4.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $373K | 4.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | Mutual Funds | — | — | $281K | 3.3% | |
| U.S. ASSET MODERATE 1 STADION (BENEFIT TRUST COMPANY) · EIN 86-6320070 / PN 319 | Common Collective Trust | — | — | $270K | 3.2% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $235K | 2.7% | |
| Putnam Small Cap Growth Y Putnam 0 | Mutual Funds | — | — | $184K | 2.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $160K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $151K | 1.8% | |
| Vanguard Core Bond Adm Vanguard 0 | Mutual Funds | — | — | $150K | 1.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $131K | 1.5% | |
| Dodge & Cox Income Fund I Dodge 0 | Mutual Funds | — | — | $127K | 1.5% | |
| PIMCO RAE PLUS Small Instl PIMCO 0 | Mutual Funds | — | — | $96K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $85K | 1.0% | |
| BrandywineGLOBAL High Yield IS BrandywineGLOBAL 0 | Other securities | — | — | $71K | 0.8% | |
| Vanguard International Value Inv Vanguard 0 | Mutual Funds | — | — | $67K | 0.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $64K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | Common Collective Trusts | — | — | $39K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
