Kimberly Ofrias signed Care Hospice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Care Hospice, Inc.'s EIN is 80-0963620.
Download the official 2024 Form 5500 (PDF) for Care Hospice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Care Hospice, Inc.'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 | $54K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $7.0M | 13.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $6.9M | 13.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $6.2M | 11.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $5.3M | 10.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5.2M | 9.9% | |
| PARTICIPANT LOANS 0 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Common Stocks | — | — | $3.2M | 6.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.9M | 5.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.4M | 4.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| MFS GROWTH FUND - CLASS R4 | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $877K | 1.7% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $869K | 1.7% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $769K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $759K | 1.5% | |
| DODGE & COX BALANCED I | Registered Investment Companies | — | — | $712K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $646K | 1.2% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $623K | 1.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $543K | 1.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $466K | 0.9% | |
| JPMORGAN EQUITY INCOME FUND R5 | Registered Investment Companies | — | — | $412K | 0.8% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $386K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $386K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $377K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $308K | 0.6% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $281K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $232K | 0.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $177K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $157K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $140K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $104K | 0.2% | |
| DFA WORLD CORE EQ PORT INST | Registered Investment Companies | — | — | $94K | 0.2% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $78K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.