David Dixon signed Care Initiatives' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care Initiatives' EIN is 76-0262402.
Download the official 2024 Form 5500 (PDF) for Care Initiatives from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care Initiatives' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $6.5M | 19.3% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $5.4M | 16.0% | |
| Fidelity US Bd Index | Mutual Funds | — | — | $3.4M | 10.2% | |
| Fidelity Total Bd K6 | Mutual Funds | — | — | $3.3M | 9.9% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $2.9M | 8.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.6M | 7.8% | |
| Vanguard Treasury Money Market Inv | Mutual Funds | — | — | $2.6M | 7.8% | |
| Fidelity Short-Term Bd Index | Mutual Funds | — | — | $2.1M | 6.1% | |
| Fidelity Intl Index | Mutual Funds | — | — | $1.2M | 3.4% | |
| Principal SmallCap Gr I R6 | Other securities | — | — | $1.0M | 3.0% | |
| Janus Henderson Overseas N | Mutual Funds | — | — | $767K | 2.3% | |
| Victory Sycamore Small Co Opp R6 | Common Stocks | — | — | $626K | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $510K | 1.5% | |
| American Century American Century Mid Cap Val R6 | Other securities | — | — | $404K | 1.2% | |
| Eagle Carillon Eagle Mid Cap Gr R6 | Other securities | — | — | $338K | 1.0% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
