Renee Chichester signed Prime Care Coordination, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prime Care Coordination, LLC's EIN is 82-1094163.
Download the official 2024 Form 5500 (PDF) for Prime Care Coordination, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prime Care Coordination, LLC'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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APFS WEALTH MANAGEMENT INC. | 45-2656077 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $589K | 13.0% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $566K | 12.5% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $557K | 12.3% | |
| VANGUARD INT TERM INV GR AD 484 REGISTERED INVESTMENT COMPANY JPMORGAN INCOME R6 786 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $510K | 11.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $475K | 10.5% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $415K | 9.2% | |
| FID INTTRS BOND INDEX 71 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $276K | 6.1% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $275K | 6.1% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $193K | 4.3% | |
| FIDELITY MULTI-ASSET INDEX 698 REGISTERED INVESTMENT COMPANY DFA REAL ESTATE SEC PORT INST 609 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $69K | 1.5% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $59K | 1.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $48K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $24K | 0.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $19K | 0.4% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $14K | 0.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID ST TREAS BOND INDX 484 REGISTERED INVESTMENT COMPANY VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $7K | 0.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $7K | 0.2% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $7K | 0.1% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $7K | 0.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
