Josey Contrares signed Lifecare 2.0 Management Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifecare 2.0 Management Services, LLC's EIN is 84-2742973.
Download the official 2023 Form 5500 (PDF) for Lifecare 2.0 Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lifecare 2.0 Management Services, LLC's 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $2.1M | 23.8% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | — | — | $2.1M | 23.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $1.8M | 20.4% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $761K | 8.7% | |
| FIDELITY LARGE CAP GROWTH INDEX Mutual Fund - | Mutual Funds | — | — | $539K | 6.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | — | — | $399K | 4.6% | |
| MFS MID CAP GROWTH R6 Mutual Fund - | Mutual Funds | — | — | $204K | 2.3% | |
| Various maturity dates and interest rates ranging * Notes receivable from participants from 5.25% to 10.50% - | Bonds / Notes | — | — | $191K | 2.2% | |
| FIDELITY LARGE CAP GVALUE INDEX Mutual Fund - | Mutual Funds | — | — | $157K | 1.8% | |
| DFA US SMALL CAP I Mutual Fund - | Mutual Funds | — | — | $105K | 1.2% | |
| AMERICAN FUNDS AMCAP R6 Mutual Fund - | Mutual Funds | — | — | $84K | 1.0% | |
| FIDELITY US BOND INDEX Mutual Fund - | Mutual Funds | — | — | $77K | 0.9% | |
| FIDELITY EQUITY-INCOME K Mutual Fund - | Mutual Funds | — | — | $63K | 0.7% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund - | Mutual Funds | — | — | $43K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | — | — | $42K | 0.5% | |
| MFS MID CAP VALUE R6 Mutual Fund - | Mutual Funds | — | — | $40K | 0.5% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 Mutual Fund - | Mutual Funds | — | — | $39K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | — | — | $33K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $22K | 0.2% | |
| PIMCO INCOME INSTL Mutual Fund - | Mutual Funds | — | — | $12K | 0.1% | |
| I FIXED ACCOUNT - SERIES CLASS VI Group annuity contract - | Common Stocks | — | — | $10K | 0.1% | |
| JPMORGAN GOVERNMENT BOND R6 Mutual Fund - | U.S. Treasuries | — | — | $10K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | — | — | $9K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4418048 / PN 000 | Common Collective Trust | — | — | $5K | <0.1% | |
| JANUS HENDERSON GLOBAL EQUITY INCOME N Mutual Fund - | Mutual Funds | — | — | $5K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4457845 / PN 000 | Common Collective Trust | — | — | $4K | <0.1% | |
| DFA EMERGING MARKETS I Mutual Fund - | Mutual Funds | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | — | — | $422 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | — | — | $246 | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SVCS INS AGCY INC | — | WEEHAWKEN, NJ | BROKER | $152 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | TPA | $16K | — |
