Amanda Worley signed Rehab JV, LLC, DBA Sheltering ARMS Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rehab JV, LLC, DBA Sheltering ARMS Institute's EIN is 81-4446403.
Download the official 2024 Form 5500 (PDF) for Rehab JV, LLC, DBA Sheltering ARMS Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rehab JV, LLC, DBA Sheltering ARMS Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $18.9M | 24.7% | |
| JP Morgan Large Cap Growth Class R6 | Other securities | — | — | $12.7M | 16.6% | |
| The Vanguard Group, Inc. Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $7.4M | 9.7% | |
| The Lincoln National Life Insurance Co. Stable Value Account | Stable Value | — | — | $5.5M | 7.2% | |
| The Vanguard Group, Inc. Small Cap Value Index Admiral Shares | Mutual Funds | — | — | $5.0M | 6.6% | |
| The Vanguard Group, Inc. Developed Markets Index Admiral Shares | Mutual Funds | — | — | $4.2M | 5.5% | |
| Baron Capital, Inc. Small Cap Institutional Class | Common Stocks | — | — | $3.2M | 4.1% | |
| The Vanguard Group, Inc. Small Cap Index Admiral Shares | Mutual Funds | — | — | $3.1M | 4.1% | |
| The Vanguard Group, Inc. Mid Cap Index Admiral Shares | Mutual Funds | — | — | $3.0M | 3.9% | |
| The Vanguard Group, Inc. Emerging Markets Stock Index Admiral Shares | Mutual Funds | — | — | $2.3M | 3.1% | |
| American Funds Europacific Growth Class R6 | Mutual Funds | — | — | $2.0M | 2.6% | |
| Metropolitan West Total Return Bond Class I | Other securities | — | — | $1.7M | 2.2% | |
| MFS Fund Distributors, Inc. International Intrinsic Value Class R4 | Mutual Funds | — | — | $1.4M | 1.9% | |
| Blackrock Equity Dividend K Shares | Other securities | — | — | $1.0M | 1.3% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE SOCIAL AWARENESS | Common Stocks | — | — | $777K | 1.0% | |
| The Vanguard Group, Inc. Cash Reserves Federal Money Market Admiral Shares | Mutual Funds | — | — | $612K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $607K | 0.8% | |
| American Funds Growth Portfolio - A | Mutual Funds | — | — | $423K | 0.6% | |
| Lincoln Financial Distributors, Inc. LVIP DIMENSIONAL U.S. CORE EQUITY 1 | Mutual Funds | — | — | $407K | 0.5% | |
| The Lincoln National Life Insurance Co. Group Fixed Annuity | Common Stocks | — | — | $388K | 0.5% | |
| The Vanguard Group, Inc. Total International Stock Index Admiral Shares | Mutual Funds | — | — | $356K | 0.5% | |
| Lincoln Financial Distributors, Inc. LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY | Common Stocks | — | — | $245K | 0.3% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE MID CAP VALUE FUND | Common Stocks | — | — | $203K | 0.3% | |
| Lincoln Financial Distributors, Inc. LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY | Common Stocks | — | — | $136K | 0.2% | |
| Lincoln Financial Distributors, Inc. MACQUARIE SMALL CAP VALUE | Common Stocks | — | — | $112K | 0.1% | |
| Lincoln Financial Distributors, Inc. FIDELITY VIP CONTRAFUND | Mutual Funds | — | — | $105K | 0.1% | |
| Lincoln Financial Distributors, Inc. LVIP BARON GROWTH OPPORTUNITIES | Common Stocks | — | — | $102K | 0.1% | |
| Lincoln Financial Distributors, Inc. FIDELITY VIP GROWTH | Mutual Funds | — | — | $93K | 0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE U.S. REIT FUND 305 * Lincoln Financial Distributors, Inc. LVIP MACQUARIE VALUE SERIES | Common Stocks | — | — | $91K | 0.1% | |
| Lincoln Financial Distributors, Inc. LVIP T. ROWE PRICE STRUCTURED MID-CAP | Common Stocks | — | — | $73K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE WEALTH BUILDER | Common Stocks | — | — | $48K | <0.1% | |
| American Funds International Fund | Mutual Funds | — | — | $38K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE BOND | Common Stocks | — | — | $32K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE SMID CAP CORE SERIES | Common Stocks | — | — | $28K | <0.1% | |
| MFS Fund Distributors, Inc. Utilities | Mutual Funds | — | — | $25K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP SSGA S&P 500 INDEX | Common Collective Trusts | — | — | $22K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MONDRIAN INTERNATIONAL VALUE | Common Stocks | — | — | $21K | <0.1% | |
| Lincoln Financial Distributors, Inc. FIDELITY VIP FREEDOM TARGET DATE 2025 | Mutual Funds | — | — | $19K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE DIVERSIFIED INCOME | Common Stocks | — | — | $13K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP JPMORGAN RETIREMENT INCOME FUND | Common Stocks | — | — | $12K | <0.1% | |
| American Funds Global Growth Portfolio | Mutual Funds | — | — | $9K | <0.1% | |
| AllianceBernstein L.P. VPS Sustain Global Thematic Port | Other securities | — | — | $4K | <0.1% | |
| Invesco Developing Markets - * Lincoln Financial Distributors, Inc. Pathbuilder Income | Mutual Funds | — | — | $3K | <0.1% | |
| Lincoln Financial Distributors, Inc. LVIP MACQUARIE HIGH YIELD FUND | Common Stocks | — | — | $2K | <0.1% | |
| American Funds Growth and Income Portfolio | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
