David Mazeika signed Charles River Recovery, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles River Recovery, LLC's EIN is 86-3791616.
Download the official 2024 Form 5500 (PDF) for Charles River Recovery, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charles River Recovery, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $142K | 15.5% | |
| LORD ABBETT HIGH YIELD FUND R6 78 REGISTERED INVESTMENT COMPANY MASSACHUSETTS INVESTORS GR R6 190 REGISTERED INVESTMENT COMPANY AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $131K | 14.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $109K | 11.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $97K | 10.6% | |
| MFS TOTAL RETURN - R6 231 REGISTERED INVESTMENT COMPANY AMERFUNDS 2045 TARG DATERET R6 | Mutual Funds | — | — | $90K | 9.8% | |
| VANGUARD INTERMEDIATE TERM BON 233 REGISTERED INVESTMENT COMPANY AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $72K | 7.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $71K | 7.8% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $57K | 6.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $42K | 4.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $31K | 3.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $20K | 2.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $4K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $3K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K 359 REGISTERED INVESTMENT COMPANY PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
