Exceptional Care for Children, Inc.'s EIN is 80-0748765.
Download the official 2024 Form 5500 (PDF) for Exceptional Care for Children, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exceptional Care for Children, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSRANCE CO | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $303 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| " Target Retirement 2030 | Other securities | — | — | $1.6M | 33.8% | |
| " Target Retirement 2045 | Other securities | — | — | $663K | 13.9% | |
| " Growth Index | Other securities | — | — | $449K | 9.4% | |
| " Us Core Equity | Other securities | — | — | $297K | 6.2% | |
| " World Ex Us Core Equity | Other securities | — | — | $272K | 5.7% | |
| " Total Stock Market Index | Common Collective Trusts | — | — | $230K | 4.8% | |
| " Mid-Cap Growth Index | Other securities | — | — | $218K | 4.6% | |
| " Small Cap Index | Other securities | — | — | $153K | 3.2% | |
| Participant Loans Interest Rates at 9.00% - 9.50% | Bonds / Notes | — | — | $126K | 2.6% | |
| " Target Retirement 2040 | Other securities | — | — | $113K | 2.4% | |
| EI Fixed Account Series | Other securities | — | — | $98K | 2.0% | |
| " Total Bond Market Index | Other securities | — | — | $97K | 2.0% | |
| " Target Retirement 2055 | Other securities | — | — | $70K | 1.5% | |
| " Mid-Cap Value Index | Other securities | — | — | $70K | 1.5% | |
| " Target Retirement Income | Other securities | — | — | $69K | 1.4% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $52K | 1.1% | |
| " International Core Equity | Other securities | — | — | $32K | 0.7% | |
| " Target Retirement 2050 | Other securities | — | — | $26K | 0.5% | |
| " Target Retirement 2060 | Other securities | — | — | $23K | 0.5% | |
| " Emerging Markets Core Equity | Other securities | — | — | $16K | 0.3% | |
| " Mid Cap Index Fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| " Real Estate Index | Other securities | — | — | $6K | 0.1% | |
| DFA Commodity Strategy | Mutual Funds | — | — | $5K | 0.1% | |
| " Long-Term Treasury | Other securities | — | — | $5K | 0.1% | |
| " Small Cap Value Index | Other securities | — | — | $5K | <0.1% | |
| " Interm-Term Bond Index | Other securities | — | — | $4K | <0.1% | |
| " Target Retirement 2035 | Other securities | — | — | $3K | <0.1% | |
| " Real Estate Securities | Other securities | — | — | $3K | <0.1% | |
| " Target Retirement 2025 | Other securities | — | — | $2K | <0.1% | |
| " Target Retirement 2065 | Other securities | — | — | $2K | <0.1% | |
| " Small Cap Growth Index | Other securities | — | — | $1K | <0.1% | |
| " Inflation-Protected Secs | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERIDIAN WEALTH PARTNERS LLC | 81-5475391 | BLUE BELL, PA | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN CONSULTANTS LLC | 26-4274775 | MOUNTAIN TOP, PA | CONTRACT ADMIN | $8K | — |
