Dana Morrow signed The Response Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Response Group's EIN is 01-0767102.
Download the official 2024 Form 5500 (PDF) for The Response Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Response Group'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIG SUN AMERICA LIFE ASSURANCE COMP | 86-0198983 | — | INVESTMENT MANAGEMENT | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.2M | 98.1% | |
| AMERICAN FUNDS GLOBAL GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.4M | 15.1% | |
| AMERICAN FUNDS GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.1M | 11.6% | |
| ULTRA SHORT BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $1.1M | 11.6% | |
| CAPITAL APPRECIATION SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $822K | 8.7% | |
| SA AB GROWTH SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $531K | 5.7% | |
| SA JPM MID CAP GR SUNAMERICA ANN & LIFE ASSUR · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $523K | 5.6% | |
| SA FRANKLIN BW US LG CAP VAL SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $506K | 5.4% | |
| AMERICAN FUNDS GROWTH-INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $503K | 5.4% | |
| ALLIANCEBERN SMALL MID CAP VAL SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $442K | 4.7% | |
| INVESCO VI GROWTH & INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $353K | 3.8% | |
| FRANKLIN TEMP FOREIGN VALUE SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $283K | 3.0% | |
| EMERGING MARKETS SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $261K | 2.8% | |
| AMERICAN FUNDS ASSET ALLOC SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $233K | 2.5% | |
| INTERNATIONAL GROWTH & INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $219K | 2.3% | |
| LORD ABBETT GROWTH AND INCOME SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $184K | 2.0% | |
| [Assets held in participant loans] | Other | — | — | $182K | 1.9% | |
| FRANKLIN SMALL COMPANY VALUE SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $174K | 1.9% | |
| CORPORATE BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $144K | 1.5% | |
| GOVERNMENT AND QUALITY BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $132K | 1.4% | |
| HIGH-YIELD BOND SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $112K | 1.2% | |
| LORD ABBETT MID CAP STOCK SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $75K | 0.8% | |
| SA MFS TOTAL RETURN SUNAMERICA ANN & LIFE ASSUR CO · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $61K | 0.6% | |
| SA JPM DIV BALANCED SUNAMERICA ANN & LIFE ASSUR · EIN 86-0198983 / PN 000 | Pooled Separate Account | — | — | $60K | 0.6% |
