Taylor Mathews signed Carepayment Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carepayment Technologies, Inc.'s EIN is 91-1758621.
Download the official 2024 Form 5500 (PDF) for Carepayment Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carepayment Technologies, Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Inst Target Retirement 2045 | Mutual Funds | — | — | $1.8M | 17.6% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 16.7% | |
| JPMorgan Chase JPMorgan LgCp Grw Fund R6 | Other securities | — | — | $1.2M | 11.2% | |
| The Vanguard Group Vanguard Inst Target Retirement 2050 | Mutual Funds | — | — | $747K | 7.3% | |
| The Vanguard Group Vanguard Mid Cap Index Fund Adm | Common Collective Trusts | — | — | $547K | 5.3% | |
| The Vanguard Group Vanguard Inst Target Retirement 2020 | Mutual Funds | — | — | $506K | 4.9% | |
| The Vanguard Group Vanguard Inst Target Retirement 2055 | Mutual Funds | — | — | $479K | 4.7% | |
| The Vanguard Group Vanguard Small Cap Index Fund Adm | Common Collective Trusts | — | — | $388K | 3.8% | |
| The Vanguard Group Vanguard Inst Target Retirement 2040 | Mutual Funds | — | — | $349K | 3.4% | |
| Fidelity Investments Fidelity Intl Index Fund | Common Collective Trusts | — | — | $308K | 3.0% | |
| The Vanguard Group Vanguard Inst Target Retirement 2060 | Mutual Funds | — | — | $293K | 2.8% | |
| The Vanguard Group Vanguard Inst Target Retirement 2035 | Mutual Funds | — | — | $278K | 2.7% | |
| The Vanguard Group Vanguard Inst Target Retirement Income | Mutual Funds | — | — | $225K | 2.2% | |
| The Vanguard Group Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $206K | 2.0% | |
| Voya Financial Voya Gov Money Mkt Fnd A ** 902 Cohen & Steers Investments Cohen & Steers Real Estate S Fund Z | Cash / Money Market | — | — | $161K | 1.6% | |
| Fidelity Investments Fidelity US BD Id Fund | Mutual Funds | — | — | $160K | 1.6% | |
| Allspring Allspg Spec Mid Cap VI Fund | Other securities | — | — | $145K | 1.4% | |
| American Century AmCent Small Cap Growth Fund R6 | Other securities | — | — | $136K | 1.3% | |
| Participant notes receivable Interest rates ranging from 5.75% to 9.00% - | Bonds / Notes | — | — | $96K | 0.9% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $90K | 0.9% | |
| PGIM Investments PGIM High Yield Fund R6 ** 31 The Vanguard Group Vanguard Undiscovered Mngrs Bhv VI | Mutual Funds | — | — | $86K | 0.8% | |
| The Janus Henderson Janus Hndr Enterprise Fund N | Mutual Funds | — | — | $83K | 0.8% | |
| FEDERATED HERMES CAPITAL PRES FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $61K | 0.6% | |
| The Vanguard Group Vanguard Inst Target Retirement 2030 | Mutual Funds | — | — | $60K | 0.6% | |
| The Vanguard Group Vanguard St-Trm Bd Index Fund Adm | Common Collective Trusts | — | — | $53K | 0.5% | |
| JPMorgan Chase JPMorgan Core Plus Bond R6 | Other securities | — | — | $49K | 0.5% | |
| The Vanguard Group Vanguard Tot Int Bnd In F Adm | Mutual Funds | — | — | $40K | 0.4% | |
| The Vanguard Group Vanguard Inft Prt Secs Fund Adm | Mutual Funds | — | — | $35K | 0.3% | |
| The Vanguard Group Vanguard Inst Target Retirement 2025 | Mutual Funds | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
