Jordan Gross signed Choice Health at Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Choice Health at Home's EIN is 74-3248282.
Download the official 2024 Form 5500 (PDF) for Choice Health at Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Choice Health at Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RET 2035 R3 | Registered Investment Companies | — | — | $1.2M | 13.9% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $974K | 11.7% | |
| MFS TOTAL RETURN FD - R3 29 REGISTERED INVESTMENT COMPANY STATE ST TARGET RET 2045 R3 | Registered Investment Companies | — | — | $959K | 11.6% | |
| STATE ST EQUITY 500 INDEX A | Registered Investment Companies | — | — | $621K | 7.5% | |
| STATE ST TARGET RET 2050 R3 | Registered Investment Companies | — | — | $507K | 6.1% | |
| STATE ST TARGET RET 2055 R3 | Registered Investment Companies | — | — | $444K | 5.4% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $405K | 4.9% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $338K | 4.1% | |
| STATE ST TARGET RET 2030 R3 | Registered Investment Companies | — | — | $331K | 4.0% | |
| STATE ST SMALLMID CAP EQ IDX A | Registered Investment Companies | — | — | $303K | 3.7% | |
| STATE ST TARGET RETIRE R3 | Registered Investment Companies | — | — | $302K | 3.6% | |
| STATE ST TARGET RET 2025 R3 | Registered Investment Companies | — | — | $295K | 3.6% | |
| STATE ST TARGET RET 2060 R3 | Registered Investment Companies | — | — | $262K | 3.2% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $228K | 2.7% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $197K | 2.4% | |
| ALLSPRING SPECIAL SC VAL A | Registered Investment Companies | — | — | $194K | 2.3% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $133K | 1.6% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $99K | 1.2% | |
| STATE ST TARGET RET 2020 R3 348 REGISTERED INVESTMENT COMPANY JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $91K | 1.1% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $79K | 1.0% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $68K | 0.8% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $63K | 0.8% | |
| STATE ST TARGET RET 2065 R3 | Registered Investment Companies | — | — | $23K | 0.3% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $6K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
