Tracey Harriette signed The RMR Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The RMR Group LLC's EIN is 04-3583787.
Download the official 2024 Form 5500 (PDF) for The RMR Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The RMR Group LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $242K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | INVESTMENT ADVISORY | $104K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | $0 | $16.9M | 11.8% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | $0 | $16.5M | 11.6% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $14.0M | 9.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $14.0M | 9.8% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | $0 | $13.9M | 9.7% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | $0 | $13.3M | 9.3% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | $0 | $10.6M | 7.4% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | $0 | $9.1M | 6.3% | |
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | $0 | $8.2M | 5.7% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | $0 | $6.8M | 4.8% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | $0 | $3.2M | 2.2% | |
| Metropolitan Wt Tl Rtn Bd Plan | Other securities | — | $0 | $3.1M | 2.2% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | $0 | $2.8M | 1.9% | |
| Nuveen Lifecycl Indx Ret Inc R | Mutual Funds | — | $0 | $2.3M | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.3M | 1.6% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | $0 | $2.3M | 1.6% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $2.2M | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.2M | 1.5% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $2.1M | 1.5% | |
| Invesco Int Sm-Md Comp R6 Fund | Mutual Funds | — | $0 | $1.8M | 1.3% | |
| Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | $0 | $1.6M | 1.1% | |
| Participant Loans | Participant loans | — | $0 | $1.4M | 1.0% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | $0 | $1.4M | 0.9% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $1.3M | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $1.3M | 0.9% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $1.0M | 0.7% | |
| Invesco Comstock R6 Fund | Mutual Funds | — | $0 | $1.0M | 0.7% | |
| Fid Adv High Inc Advant I Fund | Mutual Funds | — | $0 | $996K | 0.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $974K | 0.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $953K | 0.7% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $765K | 0.5% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $668K | 0.5% | |
| Fidelity OTC Fund | Mutual Funds | — | $0 | $510K | 0.4% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $97K | <0.1% | |
| Allspring Spec Sm Cp Value R6 | Other securities | — | $0 | $96K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER NEWMAN NOYES LLC | 01-0494526 | — | ACCOUNTANT | $0 | — |
