Core Clinical Management, LLC's EIN is 82-3301167.
Download the official 2024 Form 5500 (PDF) for Core Clinical Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Core Clinical Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance | Other securities | — | — | $779K | 15.1% | |
| Principal Life Insurance | Other securities | — | — | $743K | 14.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $743K | 14.4% | |
| Blackrock | Other securities | — | — | $685K | 13.3% | |
| Fidelity Investments | Mutual Funds | — | — | $617K | 12.0% | |
| Vanguard Group | Mutual Funds | — | — | $462K | 9.0% | |
| T. Rowe Price | Other securities | — | — | $414K | 8.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 006 | Pooled Separate Account | — | — | $414K | 8.0% | |
| Principal Life Insurance | Other securities | — | — | $168K | 3.2% | |
| Participant Loans | Participant loans | — | — | $167K | 3.2% | |
| Fidelity Investments | Mutual Funds | — | — | $141K | 2.7% | |
| Vanguard Group | Mutual Funds | — | — | $136K | 2.6% | |
| Vanguard Group | Mutual Funds | — | — | $121K | 2.3% | |
| Vanguard Group | Mutual Funds | — | — | $116K | 2.2% | |
| Vanguard Group | Mutual Funds | — | — | $116K | 2.2% | |
| Vanguard Group | Mutual Funds | — | — | $109K | 2.1% | |
| Vanguard Group | Mutual Funds | — | — | $100K | 1.9% | |
| Vanguard Group | Mutual Funds | — | — | $88K | 1.7% | |
| Vanguard Group | Mutual Funds | — | — | $50K | 1.0% | |
| Vanguard Group | Mutual Funds | — | — | $34K | 0.7% | |
| Blackrock | Other securities | — | — | $31K | 0.6% | |
| Vanguard Group | Mutual Funds | — | — | $26K | 0.5% | |
| Capital Research & Mgmt Co. | Common Stocks | — | — | $13K | 0.3% | |
| Vanguard Group | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Group | Mutual Funds | — | — | $5K | 0.1% | |
| Vanguard Group | Mutual Funds | — | — | $5K | <0.1% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $5K | <0.1% | |
| Principal Life Insurance | Other securities | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Blackrock | Other securities | — | — | $4K | <0.1% | |
| Vanguard Group | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE SECURITIES | 27-0145686 | — | OTHER SERVICES | $0 | — |
