JEFF Kovacs signed Western Reserve Care Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Reserve Care Solutions' EIN is 83-2255711.
Download the official 2024 Form 5500 (PDF) for Western Reserve Care Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Reserve Care Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $222K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND 25 CIT PUTNAM FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.8M | 10.1% | |
| Vangrd Trgt Retire 2030 Fd Mutual Fund | Other securities | — | — | $3.8M | 8.2% | |
| AB Large Cap Grw Fnd Z Mutual Fund | Other securities | — | — | $3.4M | 7.2% | |
| PGIM Jennison Md Cp Grw Fd R6 Mutual Fund | Other securities | — | — | $2.9M | 6.1% | |
| Vangrd Trgt Retire 2035 Fd Mutual Fund | Other securities | — | — | $2.5M | 5.4% | |
| Vangrd Growth Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $2.1M | 4.4% | |
| Vangrd Trgt Retire 2025 Fd Mutual Fund | Common Stocks | — | — | $2.0M | 4.4% | |
| Vangrd Trgt Retire 2040 Fd Mutual Fund | Common Stocks | — | — | $2.0M | 4.2% | |
| Fidelity Intl Index Fnd Mutual Fund | Mutual Funds | — | — | $1.9M | 4.0% | |
| PGIM Total Return Bond Fund R6 Mutual Fund | Other securities | — | — | $1.7M | 3.7% | |
| Vangrd Trgt Retire 2045 Fd Mutual Fund | Other securities | — | — | $1.6M | 3.4% | |
| Vangrd Value Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $1.5M | 3.3% | |
| Vangrd Trgt Retire 2050 Fd Mutual Fund | Other securities | — | — | $1.5M | 3.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| Vangrd Trgt Retire 2055 Fd Mutual Fund | Other securities | — | — | $1.3M | 2.7% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | Other securities | — | — | $1.3M | 2.7% | |
| First Eagle Global Fund R6 Mutual Fund | Other securities | — | — | $1.0M | 2.2% | |
| PGIM High Yield Fund R6 Mutual Fund | Other securities | — | — | $936K | 2.0% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $849K | 1.8% | |
| Notes Receivable from Participants Rates 4.25% to 9.50% | Bonds / Notes | — | — | $849K | 1.8% | |
| MFS Mid Cap Value Fund R6 Mutual Fund | Mutual Funds | — | — | $776K | 1.7% | |
| Fidelity Adv Health Care Fnd Z Mutual Fund | Mutual Funds | — | — | $732K | 1.6% | |
| Fidelity Adv SmCp Grw Fnd Z Mutual Fund | Mutual Funds | — | — | $673K | 1.4% | |
| Vangrd Trgt Retire 2020 Fd Mutual Fund | Other securities | — | — | $673K | 1.4% | |
| Vangrd Sm‐Cap Vl Index Fnd Adm Mutual Fund | Other securities | — | — | $612K | 1.3% | |
| Vangrd Sm‐Cap Grw Index Fd Adm Mutual Fund | Other securities | — | — | $558K | 1.2% | |
| Eaton Vance Fltg Rate Fd R6 Mutual Fund | Bonds / Notes | — | — | $522K | 1.1% | |
| Vangrd Trgt Retire 2060 Fd Mutual Fund | Other securities | — | — | $518K | 1.1% | |
| Fidelity Mid Cap Idx Fd Mutual Fund | Common Collective Trusts | — | — | $492K | 1.0% | |
| Vangrd Em Mkts Stk Ind Fd Adm Mutual Fund | Other securities | — | — | $474K | 1.0% | |
| American Funds US Gvt Sec R6 Mutual Fund | Mutual Funds | — | — | $333K | 0.7% | |
| Fidelity Adv Int SmCp Fund Z Mutual Fund | Mutual Funds | — | — | $327K | 0.7% | |
| Vangrd FTSE Social Ind Fd Adm Mutual Fund | Other securities | — | — | $312K | 0.7% | |
| Undiscoverd Mngrs Bhv Vl F R6 Mutual Fund | Other securities | — | — | $303K | 0.6% | |
| Fidelity Sm Cp Ind Fd Mutual Fund | Mutual Funds | — | — | $278K | 0.6% | |
| Parametric Cmmdty Strtgy F I Mutual Fund | Other securities | — | — | $254K | 0.5% | |
| Cohen&Steers Inst Rl Shares Mutual Fund | Other securities | — | — | $156K | 0.3% | |
| MFS Global Real Estate Fund R6 Mutual Fund | Mutual Funds | — | — | $152K | 0.3% | |
| Vangrd Trgt Retire 2065 Fd Mutual Fund | Other securities | — | — | $150K | 0.3% | |
| Fidelity Invmt Grade Bond Fd Z Mutual Fund | Mutual Funds | — | — | $116K | 0.2% | |
| Goldman Sachs Intl Eq ESG Inst Mutual Fund | Other securities | — | — | $60K | 0.1% | |
| Vangrd Trgt Retire Inc Fd Mutual Fund | Common Stocks | — | — | $60K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Money Market Fund | Cash / Money Market | — | — | $46K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Mutual Fund | Other securities | — | — | $9K | <0.1% |
