David Puchalsky signed Related Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Related Partners, Inc.'s EIN is 13-3680053.
Download the official 2024 Form 5500 (PDF) for Related Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Related Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | — | NEW YORK, NY | ACCOUNTANT | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $203.8M | 50.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $190.3M | 46.7% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $55.2M | 13.6% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $43.4M | 10.7% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $34.0M | 8.3% | |
| MORLEY STABLE VALUE FUND 20 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $17.9M | 4.4% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $13.4M | 3.3% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.4% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.3M | 2.3% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.7M | 2.1% | |
| [Assets held in participant loans] | Other | — | — | $6.6M | 1.6% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.2% | |
| T. ROWE PRICE BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.9% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.3M | 0.3% | |
| T. ROWE PRICE 2065 RET TRUST F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $450K | 0.1% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $123K | <0.1% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $115K | <0.1% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $47K | <0.1% |
