Sherry Nelson signed Rewards Network Establishment Serivces Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rewards Network Establishment Serivces Inc.'s EIN is 13-3698905.
Download the official 2024 Form 5500 (PDF) for Rewards Network Establishment Serivces Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rewards Network Establishment Serivces Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Class R6; 25,953 shares | Mutual Funds | — | — | $5.3M | 13.3% | |
| Vanguard Target Ret 2045; 139,688 shares | Mutual Funds | — | — | $4.1M | 10.4% | |
| Vanguard Target Ret 2040; 89,043 shares | Mutual Funds | — | — | $3.8M | 9.7% | |
| Vanguard Target Ret 2035; 127,350 shares | Mutual Funds | — | — | $3.1M | 7.7% | |
| Fidelity 500 Index Fund; 14,498 shares | Common Collective Trusts | — | — | $3.0M | 7.4% | |
| Vanguard Target Ret 2050; 55,407 shares | Mutual Funds | — | — | $2.8M | 6.9% | |
| Vanguard Target Ret 2030; 62,284 shares | Mutual Funds | — | — | $2.4M | 5.9% | |
| Fidelity Ext Market IDX, 23,884 shares | Common Collective Trusts | — | — | $2.2M | 5.5% | |
| Vanguard Target Ret 2055; 33,502 shares | Mutual Funds | — | — | $1.9M | 4.7% | |
| * Empower Annuity Insurance Company Guaranteed Income Fund; 45,307 shares | Guaranteed Income / GIC | — | — | $1.6M | 4.1% | |
| Vanguard Target Ret 2025; 87,387 shares | Mutual Funds | — | — | $1.6M | 4.1% | |
| Columbia Dividend Income Instl 3; 44,610 shares | Other securities | — | — | $1.5M | 3.8% | |
| Vanguard Target Ret 2060; 21,975 shares | Mutual Funds | — | — | $1.1M | 2.8% | |
| AM Fund Europacific Growth R6; 18,143 shares | Other securities | — | — | $975K | 2.4% | |
| JPMorgan Core Bond R6; 92,611 shares | Other securities | — | — | $937K | 2.4% | |
| Vanguard Target Ret 2020; 33,622 shares | Mutual Funds | — | — | $890K | 2.2% | |
| TRowe QM US SC GRO EQ I; 18,799 shares | Other securities | — | — | $818K | 2.1% | |
| American Amer Beacon SC Val R6; 16,396 shares | Other securities | — | — | $404K | 1.0% | |
| Notes receivable from participants 36 Loans, maturing through 2031, interest rates from 4.25% to 9.5% | Bonds / Notes | — | — | $354K | 0.9% | |
| Nuveen Real Est Sec R6; 21,558 shares | Mutual Funds | — | — | $328K | 0.8% | |
| Fidelity Total Intl IDX; 15,509 shares | Common Collective Trusts | — | — | $208K | 0.5% | |
| Vanguard Target Ret 2065; 5,816 shares | Mutual Funds | — | — | $196K | 0.5% | |
| Vanguard Target Ret Income; 13,904 shares | Mutual Funds | — | — | $182K | 0.5% | |
| Invesco Developing Markets R6; 2,056 shares | Mutual Funds | — | — | $78K | 0.2% | |
| Fidelity U.S. Bond Index, 6,161 shares | Mutual Funds | — | — | $63K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
