First CALL Home Health, LLC's EIN is 75-3085499.
Download the official 2024 Form 5500 (PDF) for First CALL Home Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First CALL Home Health, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUE PRIVATE WEALTH ADVISORS | 90-0883669 | — | INVESTMENT ADVISORY | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447474 / PN 006 | Common Collective Trust | — | — | $1.3M | 26.2% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $655K | 13.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $491K | 10.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $467K | 9.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $297K | 6.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $295K | 6.1% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $230K | 4.7% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $205K | 4.2% | |
| JP Morgan Funds JP Morgan Large Cap Growth A Fund | Other securities | — | — | $179K | 3.7% | |
| Fidelity Investments Fidelity Advisor Diversified Stock A Fund | Mutual Funds | — | — | $99K | 2.0% | |
| Principal Life Insurance Company Guaranteed Investment Contract | Stable Value | — | — | $83K | 1.7% | |
| Columbia Funds Columbia Dividend Opp A Fund | Other securities | — | — | $71K | 1.5% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCap Growth A Fund | Common Stocks | — | — | $65K | 1.3% | |
| PGIM Investments PGIM High Yield A Fund | Other securities | — | — | $61K | 1.3% | |
| MFS Investment Management MFS International Intrinsic Value R3 Fund | Mutual Funds | — | — | $49K | 1.0% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $49K | 1.0% | |
| Pioneer Bond A Fund | Other securities | — | — | $48K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $40K | 0.8% | |
| various maturities through 2030) - | Other securities | — | — | $37K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447474 / PN 012 | Common Collective Trust | — | — | $32K | 0.7% | |
| Eagle Financial Services, Inc. Carillon Eagle Small Cap Growth A Fund | Common Stocks | — | — | $24K | 0.5% | |
| Principal Funds Inc Principal Diversified International R5 Fund | Common Stocks | — | — | $22K | 0.4% | |
| Principal Funds Inc Principal MidCap Value I R5 Fund | Common Stocks | — | — | $11K | 0.2% | |
| Delaware Investments Delaware Small Cap Value A Fund | Other securities | — | — | $9K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $9K | 0.2% | |
| Columbia Funds Columbia Small Cap Value I A Fund | Other securities | — | — | $8K | 0.2% | |
| Dreyfus Funds BNYM Opp MidCap Value A Fund | Mutual Funds | — | — | $8K | 0.2% | |
| Principal Funds Inc Principal Real Estate Securities R5 Fund | Common Stocks | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT SERVICES | 93-0998477 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARK | 01-0523282 | — | ACCOUNTANT | $23K | — |
