DANI Sternbuch signed Complete Care LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complete Care LLC's EIN is 82-2141949.
Download the official 2024 Form 5500 (PDF) for Complete Care LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complete Care 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 | $376K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $8.4M | 17.0% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $7.0M | 14.2% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $5.6M | 11.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $5.5M | 11.0% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $3.6M | 7.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.6M | 5.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.6M | 5.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.5M | 5.0% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.8M | 3.6% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.5M | 3.1% | |
| GALLIARD STABLE RETURN FUND K WELLS FARGO BANK, N.A. · EIN 90-6153906 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $857K | 1.7% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $721K | 1.5% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $412K | 0.8% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $319K | 0.6% | |
| INVESCO DISCOVERY LARGE CAP Y | Registered Investment Companies | — | — | $269K | 0.5% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $214K | 0.4% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $196K | 0.4% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $190K | 0.4% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $155K | 0.3% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $134K | 0.3% | |
| FEDERATED MDT SM CAP CORE INST | Registered Investment Companies | — | — | $119K | 0.2% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $62K | 0.1% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $77K |
| — |
