JUNG CHO signed Careabout MSO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Careabout MSO, LLC's EIN is 87-4407782.
Download the official 2024 Form 5500 (PDF) for Careabout MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Careabout MSO, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $41K | — |
| KAUFMAN ROSSIN CPAS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $164.8M | 93.2% | |
| [Assets held in common stock] | Other | — | — | $3.9M | 2.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.9M | 1.6% | |
| [Assets held in participant loans] | Other | — | — | $1.1M | 0.6% |
| 59-1818353 |
| — |
| CONSULTANT |
| $13K |
| — |
| PNC INSTITUTIONAL ASSET MANAGEMENT | — | CLEVELAND, OH | CONSULTANT | $13K | — |
