Curtis Fletcher signed ACT for Health DBA Professional Case Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACT for Health DBA Professional Case Management's EIN is 84-1383042.
Download the official 2024 Form 5500 (PDF) for ACT for Health DBA Professional Case Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACT for Health DBA Professional Case Management'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK FUNDS | 04-3483032 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 99.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $53K | 0.6% | |
| TRP ST VAL COMMON TRUST FUND T ROWE PRICE COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Indirect comp |
|---|
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $3K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL TOTAL RETURN | 22-3703799 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1520346 | — | NONE | $0 | — |
| ALLIANCE BERNSTEIN FUND | — | NASHVILLE, TN | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
