Miles Monhollen signed Career Certified's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Career Certified's EIN is 85-4166844.
Download the official 2024 Form 5500 (PDF) for Career Certified from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Career Certified'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | — | NONE | $16K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | — | NONE | $554 | — |
| NATIONWIDE RETIREMENT PLANS | — | — | NONE | $201 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock 80/20 Target Allocation Inst | Other securities | — | — | $2.7M | 42.9% | |
| Nuveen Lifecycle Index Retirement Income Fund ** 79 State Street Balanced Index Fund | Common Collective Trusts | — | — | $1.5M | 24.4% | |
| Putnam Large Cap Growth Y | Mutual Funds | — | — | $268K | 4.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $263K | 4.2% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $235K | 3.8% | |
| Principal Mid Cap R6 | Other securities | — | — | $168K | 2.7% | |
| Vanguard Windsor Admiral | Mutual Funds | — | — | $141K | 2.3% | |
| Nationwide Geneva Small Cap Growth Inst Svc | Other securities | — | — | $120K | 1.9% | |
| Impax Sustainable Alloc Inst ** 7 JP Morgan Large Cap Growth R6 | Other securities | — | — | $115K | 1.9% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $93K | 1.5% | |
| Nationwide Destination 2030 R6 | Other securities | — | — | $92K | 1.5% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $60K | 1.0% | |
| Various maturity dates between one and five years. * Notes receivable from participants Interest 6.75% - 10.50% | Bonds / Notes | — | — | $55K | 0.9% | |
| Nationwide S&P 500 Index R6 | Common Collective Trusts | — | — | $43K | 0.7% | |
| DFA International Large Cap Growth | Mutual Funds | — | — | $41K | 0.7% | |
| Victory Sycamore Established Value I | Other securities | — | — | $37K | 0.6% | |
| Nuveen Lifecycle 2030 Inst | Mutual Funds | — | — | $35K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $33K | 0.5% | |
| Blackrock Stategic Income Opportunity I | Other securities | — | — | $33K | 0.5% | |
| Nuveen Lifecycle 2045 Inst ** 79 Nuveen Lifecycle 2050 Inst | Mutual Funds | — | — | $22K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $21K | 0.3% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $16K | 0.3% | |
| Nationwide Fixed Select | Other securities | — | — | $16K | 0.3% | |
| Federated Hermes Government Obligations Premier ** 9 Federated Hermes Inst High Yield Bond | Other securities | — | — | $16K | 0.3% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $13K | 0.2% | |
| Calvert International Equity Fund ** 804 Cohen & Steers Real Estate Securities Inst | Other securities | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $11K | 0.2% | |
| Brown Advisory Sustainable Growth Fund | Other securities | — | — | $10K | 0.2% | |
| Blackrock Health Science Opportunity Inst | Other securities | — | — | $10K | 0.2% | |
| Artisan International Val Inst | Other securities | — | — | $9K | 0.1% | |
| Nuveen Lifecycle 2040 Inst | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $5K | <0.1% | |
| Franklin Dynatech Adv | Mutual Funds | — | — | $5K | <0.1% | |
| Neuberger Berman Large Cap Growth Y | Other securities | — | — | $4K | <0.1% | |
| Nuveen Lifecycle 2010 Inst ** 79 Nuveen Lifecycle 2025 Inst | Mutual Funds | — | — | $4K | <0.1% | |
| Nuveen Lifecycle 2055 Inst ** 22 Nuveen Lifecycle 2060 Inst ** 22 Nuveen Lifecycle 2065 Inst | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO International Bond | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Total Intl Bond Index Admiral | 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 |
|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | NONE | $28K | — |
| IRON FIDUCIARY | 99-9552241 | — | NONE | $3K | — |
