Josephine Caring Community's EIN is 91-0570870.
Download the official 2024 Form 5500 (PDF) for Josephine Caring Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Josephine Caring Community's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL + HURLEY INC | 91-1661080 | LIBERTY LAKE, WA | NONE | $106K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Admiral Shares Registered Investment Company | Mutual Funds | — | — | $1.9M | 20.5% | |
| Jpmorgan Core Bond Class R6 Registered Investment Company | Common Stocks | — | — | $1.1M | 11.9% | |
| Lincoln Stable Value Account Guaranteed investment contract | Stable Value | — | — | $918K | 10.0% | |
| Ishares S&P 500 Index Class K Registered Investment Company | Common Collective Trusts | — | — | $692K | 7.6% | |
| American Funds Capital World Growth And Income Class R4 Registered Investment Company | Mutual Funds | — | — | $432K | 4.7% | |
| American Century Inflation Adjusted Bond A Class Registered Investment Company | Common Stocks | — | — | $430K | 4.7% | |
| Mfs International Growth Class R6 Registered Investment Company | Mutual Funds | — | — | $361K | 4.0% | |
| Vanguard Mid Cap Value Index Admiral Shares Registered Investment Company | Mutual Funds | — | — | $315K | 3.4% | |
| American Funds Washington Mutual Investors Class R4 Registered Investment Company | Mutual Funds | — | — | $304K | 3.3% | |
| Abrdn Emerging Markets Class A Registered Investment Company | Common Stocks | — | — | $247K | 2.7% | |
| Neuberger Berman Mid Cap Growth Class A Registered Investment Company | Common Stocks | — | — | $238K | 2.6% | |
| maturing through December 2038 -0- | Other securities | — | — | $235K | 2.6% | |
| Voya Fixed Account (4550) Guaranteed investment contract | Stable Value | — | — | $208K | 2.3% | |
| T Rowe Price International Value Equity Class I Registered Investment Company | Mutual Funds | — | — | $184K | 2.0% | |
| Pilgrim Global Real Estate Class R6 Registered Investment Company | Common Stocks | — | — | $177K | 1.9% | |
| Eaton Vance Income Of Boston Class A Registered Investment Company | Common Stocks | — | — | $171K | 1.9% | |
| Macquarie Small Cap Value Registered Investment Company | Common Stocks | — | — | $163K | 1.8% | |
| Pimco Commodityrealreturn Strategy Institutional Class Registered Investment Company | Mutual Funds | — | — | $138K | 1.5% | |
| Carillon Eagle Small Cap Growth Class A Registered Investment Company | Common Stocks | — | — | $137K | 1.5% | |
| Janus Henderson Flexible Bond Class A Registered Investment Company | Mutual Funds | — | — | $120K | 1.3% | |
| VY T. Rowe Price Growth Equity Portfolio I Registered Investment Company | Common Stocks | — | — | $62K | 0.7% | |
| Voya Index Plus LargeCap Portfolio I Registered Investment Company | Common Stocks | — | — | $61K | 0.7% | |
| American Funds Growth Fund R4 Registered Investment Company | Mutual Funds | — | — | $34K | 0.4% | |
| Voya Growth and Income Portfolio I Registered Investment Company | Common Stocks | — | — | $29K | 0.3% | |
| Fidelity VIP Contrafund Portfolio I Registered Investment Company | Mutual Funds | — | — | $29K | 0.3% | |
| VY Invesco Equity & Inccome Portfolio I Registered Investment Company | Mutual Funds | — | — | $19K | 0.2% | |
| American Funds New Prospective R4 Registered Investment Company | Mutual Funds | — | — | $18K | 0.2% | |
| Fidelity VIP Growth Portfolio I Registered Investment Company | Mutual Funds | — | — | $16K | 0.2% | |
| Brandywineglobal Global Opportunities Bond Class A Registered Investment Company | Common Stocks | — | — | $16K | 0.2% | |
| Janus Henderson Balanced Class A Registered Investment Company | Mutual Funds | — | — | $16K | 0.2% | |
| Voya Solution Balanced Portfolio I Registered Investment Company | Common Stocks | — | — | $14K | 0.2% | |
| VY T. Rowe Price Divers MidCap Growth Portfolio I Registered Investment Company | Common Stocks | — | — | $14K | 0.1% | |
| Voya Index Plus MidCap Portfolio I Registered Investment Company | Common Stocks | — | — | $11K | 0.1% | |
| Columbia Contrarian Core Class A Registered Investment Company | Common Stocks | — | — | $10K | 0.1% | |
| Mfs Growth Class A Registered Investment Company | Mutual Funds | — | — | $9K | <0.1% | |
| Voya Short-Term GAA Guaranteed investment contract | Stable Value | — | — | $9K | <0.1% | |
| American Funds Europacific Growth Class R4 Registered Investment Company | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds Fundamental Investment R4 Registered Investment Company | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds Bond Fund of America R4 Registered Investment Company | Mutual Funds | — | — | $7K | <0.1% | |
| Voya Intermediate Bond Portfolio I Registered Investment Company | Common Stocks | — | — | $7K | <0.1% | |
| VY Baron Growth Portfolio Service Class Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| Voya Mid Cap Opportunity Portfolio I Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| Voya Small Cap Opportunity Portfolio I Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| Voya Balanced Income Portfolio I Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| Wanger Acorn Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| Voya Index Plus SmallCap Portfolio I Registered Investment Company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
