Becky Montgomery signed Runtime Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Runtime Technologies, LLC's EIN is 20-4347742.
Download the official 2024 Form 5500 (PDF) for Runtime Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Runtime Technologies, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 21.4% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 15.1% | |
| MFS LIFETIME 2045 FUND - R6 | Registered Investment Companies | — | — | $628K | 8.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $491K | 6.5% | |
| FIRST EAGLE GLOBAL FUND I | Registered Investment Companies | — | — | $477K | 6.3% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $429K | 5.6% | |
| MFS LIFETIME 2050 FUND - R6 | Registered Investment Companies | — | — | $420K | 5.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $398K | 5.2% | |
| BLACKROCK ADV LARGE CAP INSTL | Registered Investment Companies | — | — | $254K | 3.3% | |
| MFS LIFETIME 2060 FUND - R6 | Registered Investment Companies | — | — | $214K | 2.8% | |
| MFS LIFETIME 2035 FUND R6 | Registered Investment Companies | — | — | $207K | 2.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $191K | 2.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $146K | 1.9% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $137K | 1.8% | |
| MFS CONS ALLOC - R4 305 REGISTERED INVESTMENT COMPANY MFS LIFETIME INCOME FUND - R6 | Registered Investment Companies | — | — | $130K | 1.7% | |
| MFS LIFETIME 2055 FUND - R6 | Registered Investment Companies | — | — | $121K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $119K | 1.6% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $108K | 1.4% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $69K | 0.9% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $65K | 0.9% | |
| MFS LIFETIME 2030 FUND - R6 | Registered Investment Companies | — | — | $61K | 0.8% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $53K | 0.7% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $39K | 0.5% | |
| MFS LIFETIME 2025 FUND R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| MFS LIFETIME 2040FUND - R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| BLACKROCK T-FUND INSTL | Registered Investment Companies | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $33K |
| — |
