Brandie OTA signed Aloha Care's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aloha Care's EIN is 99-0309519.
Download the official 2024 Form 5500 (PDF) for Aloha Care from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aloha Care'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Mgmt. Trust Co. Fidelity 500 Index | Common Collective Trusts | — | — | $5.9M | 19.9% | |
| Fidelity Mgmt. Trust Co. Fidelity Blue Chip Growth K | Mutual Funds | — | — | $5.4M | 18.1% | |
| Fidelity Mgmt. Trust Co. Fidelity OTC Portfolio | Mutual Funds | — | — | $4.2M | 14.2% | |
| Fidelity Mgmt. Trust Co. MFS Mid Cap Growth R3 | Mutual Funds | — | — | $1.8M | 6.2% | |
| Fidelity Mgmt. Trust Co. Fidelity Magellan K | Mutual Funds | — | — | $1.7M | 5.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2040 R6 | Mutual Funds | — | — | $1.0M | 3.5% | |
| Fidelity Mgmt. Trust Co. VRTS Mid Cap Value Equity | Mutual Funds | — | — | $992K | 3.3% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2055 R6 | Mutual Funds | — | — | $986K | 3.3% | |
| Fidelity Mgmt. Trust Co. Fidelity Intermediate Bond | Mutual Funds | — | — | $955K | 3.2% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2035 R6 | Mutual Funds | — | — | $795K | 2.7% | |
| Fidelity Mgmt. Trust Co. Fidelity Overseas K | Mutual Funds | — | — | $782K | 2.6% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2050 R6 | Mutual Funds | — | — | $756K | 2.5% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2030 R6 | Mutual Funds | — | — | $636K | 2.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2045 R6 | Mutual Funds | — | — | $384K | 1.3% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2025 R6 | Mutual Funds | — | — | $316K | 1.1% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2060 R6 | Mutual Funds | — | — | $256K | 0.9% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2010 R6 | Mutual Funds | — | — | $249K | 0.8% | |
| Investments - * Fidelity Mgmt. Trust Co. AB Small Cap Growth ** $ | Mutual Funds | — | — | $212K | 0.7% | |
| Fidelity Mgmt. Trust Co. American Funds Target Date 2020 R6 | Mutual Funds | — | — | $91K | 0.3% | |
| Fidelity Mgmt. Trust Co. Fidelity Low Priced Stock K | Mutual Funds | — | — | $62K | 0.2% | |
| Fidelity Mgmt. Trust Co. American Funds American Mutual R4 | Mutual Funds | — | — | $56K | 0.2% | |
| Fidelity Mgmt. Trust Co. Fidelity US Bond Index | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Mgmt. Trust Co. Fidelity International Index | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Mgmt. Trust Co. CRM Mid Cap Value Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Mgmt. Trust Co. Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Mgmt. Trust Co. PIF Small Cap R5 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
